Nasdaq - Delayed Quote USD

Vanguard Capital Opportunity Adm (VHCAX)

188.45 +2.09 (+1.12%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.16%
5y Average Return 12.20%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 49.03%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 49.03%
Worst 3Y Total Return 7.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VHCAX
Category
YTD
9.12%
12.38%
1-Month
3.71%
5.09%
3-Month
9.12%
10.28%
1-Year
28.10%
41.70%
3-Year
8.01%
22.56%
5-Year
13.74%
21.98%
10-Year
13.09%
15.99%
Last Bull Market
44.15%
25.99%
Last Bear Market
-13.98%
-17.29%

Annual Total Return (%) History

Year
VHCAX
Category
2024
--
--
2023
25.61%
--
2022
-17.47%
--
2021
21.11%
--
2020
22.89%
35.86%
2019
27.28%
31.90%
2018
-3.69%
-2.09%
2017
29.18%
27.67%

2016
10.65%
3.23%
2015
2.67%
3.60%
2014
18.95%
10.00%
2013
42.80%
33.92%
2012
18.43%
15.34%
2011
-6.11%
-2.46%
2010
11.12%
15.53%
2009
49.03%
35.68%
2008
-39.00%
-40.67%
2007
10.65%
13.35%
2006
16.88%
7.05%
2005
8.35%
6.71%
2004
21.78%
7.81%
2003
49.69%
28.66%
2002
-27.88%
-27.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.12% -- -- --
2023 7.00% 6.90% 0.50% 9.27%
2022 -6.51% -13.98% -5.84% 8.99%
2021 8.73% 8.72% -2.55% 5.13%
2020 -20.76% 22.20% 8.42% 17.06%
2019 12.57% 0.98% -0.89% 12.97%
2018 1.74% 2.57% 9.39% -15.63%
2017 8.42% 6.58% 5.37% 6.10%
2016 -3.21% -1.35% 12.10% 3.37%
2015 4.25% -0.75% -7.87% 7.70%

2014 5.30% 4.27% 1.47% 6.77%
2013 16.21% 4.26% 9.48% 7.66%
2012 11.36% -4.35% 5.72% 5.17%
2011 5.30% -1.55% -18.22% 10.74%
2010 5.13% -15.60% 11.06% 12.76%
2009 0.26% 17.20% 16.58% 8.79%
2008 -8.15% 1.05% -13.87% -23.70%
2007 -0.58% 9.64% 6.85% -5.00%
2006 9.92% -6.07% 5.97% 6.83%
2005 -4.91% 3.79% 5.16% 4.40%
2004 7.72% 3.48% -3.76% 13.52%
2003 -2.57% 23.27% 8.74% 14.62%
2002 -1.54% -20.71% -18.23% 12.97%

Rank in Category (By Total Return)

YTD 81
1-Month 5
3-Month 81
1-Year 86
3-Year 62
5-Year 70

Load Adjusted Returns

1-Year 28.10%
3-Year 8.01%
5-Year 13.74%
10-Year 13.09%

Performance & Risk

YTD Return 5.16%
5y Average Return 12.20%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Vanguard
Net Assets 22.49B
YTD Return 9.12%
Yield 0.69%
Morningstar Rating
Inception Date Nov 12, 2001

Fund Summary

The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

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