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Vanguard Capital Opportunity Inv (VHCOX)

81.27 +0.08 (+0.10%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 48.91%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 7

Performance & Risk

YTD Return 4.65%
5y Average Return 12.02%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
VHCOXCategory AverageVHCOXCategory AverageVHCOXCategory Average
Alpha -2.65 0.03 -0.64 0.04 0.17 0.01
BETA 0.92 0.01 0.96 0.01 1.01 0.01
Mean Annual Return 0.76 0.02 1.21 0.02 1.14 0.01
R-squared 92.38 0.89 90.78 0.87 87.05 0.87
Standard Deviation 16.96 0.2 18.48 0.16 16.33 0.15
Sharpe Ratio 0.36 0.01 0.67 0.01 0.74 0.01
Treynor Ratio 5.38 0.21 12 0.21 11.47 0.15

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