Nasdaq - Delayed Quote • USD
Vanguard Global Equity Inv (VHGEX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors. Each advisor independently selects and maintains a portfolio of common stocks and other investments for the fund.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.98% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 2.88% |
| 5y Average Return | 8.52% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VHGEX | Category Average | VHGEX | Category Average | VHGEX | Category Average | |
| Alpha | -3.44 | -0.01 | -1.01 | -0.01 | -0.1 | -0 |
| BETA | 1.12 | 0.01 | 1.07 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.97 | 0.01 | 0.81 | 0.01 |
| R-squared | 95.45 | 0.95 | 96.24 | 0.93 | 95.91 | 0.91 |
| Standard Deviation | 19.1 | 0.18 | 19.39 | 0.15 | 15.75 | 0.15 |
| Sharpe Ratio | 0.12 | 0.01 | 0.49 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 0.54 | 0.12 | 7.56 | 0.12 | 6.98 | 0.09 |
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