Nasdaq - Delayed Quote USD

Vanguard Malvern Funds - Vanguard U.S. Value Fund (VUVLX)

17.25 +0.08 (+0.47%)
At close: April 5 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return 8.41%
5y Average Return 8.60%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 33.98%
Worst 1Y Total Return (Feb 4, 2019) -34.79%
Best 3Y Total Return 33.98%
Worst 3Y Total Return -9.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VUVLX
Category
YTD
4.43%
17.52%
1-Month
4.49%
-0.87%
3-Month
16.27%
5.51%
1-Year
0.77%
42.88%
3-Year
4.24%
11.93%
5-Year
5.94%
12.07%
10-Year
0.00%
10.95%
Last Bull Market
25.88%
23.18%
Last Bear Market
-18.37%
-17.87%

Annual Total Return (%) History

Year
VUVLX
Category
2020
-3.14%
2.91%
2019
21.11%
25.04%
2018
-10.33%
-8.53%
2017
12.97%
15.94%
2016
16.36%
14.81%
2015
-1.65%
-4.05%
2014
14.68%
10.21%
2013
33.98%
31.21%

2012
19.12%
14.57%
2011
3.23%
-0.75%
2010
13.82%
13.66%
2009
15.29%
24.13%
2008
-34.79%
-37.09%
2007
-0.74%
1.42%
2006
14.10%
18.15%
2005
6.37%
5.95%
2004
13.70%
12.97%
2003
30.26%
28.44%
2002
-15.27%
-18.69%
2001
2.94%
-4.99%
2000
--
7.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -30.77% 14.84% 4.64% 16.41%
2019 10.10% 2.39% 0.39% 7.01%
2018 -2.66% 2.25% 5.09% -14.27%
2017 2.40% -0.16% 4.86% 5.37%
2016 -0.18% 2.46% 3.48% 9.95%
2015 0.40% 0.28% -6.95% 4.97%
2014 4.55% 4.60% -0.59% 5.48%
2013 13.74% 2.59% 4.12% 10.27%
2012 11.76% -2.54% 7.02% 2.19%
2011 8.61% -0.09% -16.06% 13.33%

2010 6.76% -12.14% 9.56% 10.75%
2009 -16.40% 13.62% 16.47% 4.20%
2008 -8.72% -0.52% -7.96% -21.98%
2007 0.34% 5.54% -1.28% -5.06%
2006 4.23% -2.78% 6.52% 5.71%
2005 -1.16% 3.53% 2.06% 1.85%
2004 3.91% 0.00% 0.55% 8.83%
2003 -6.59% 18.70% 2.08% 15.09%
2002 5.14% -9.20% -17.72% 7.86%
2001 -2.14% 6.64% -10.83% 10.61%
2000 10.27% 4.43% -- --

Rank in Category (By Total Return)

YTD 19
1-Month 19
3-Month 32
1-Year 83
3-Year 90
5-Year 89

Load Adjusted Returns

1-Year 0.36%
3-Year 0.64%
5-Year 8.23%
10-Year 9.66%

Performance & Risk

YTD Return 8.41%
5y Average Return 8.60%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Vanguard
Net Assets 1.02B
YTD Return 4.43%
Yield 2.51%
Morningstar Rating
Inception Date Jun 29, 2000

Fund Summary

The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers.

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