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Nasdaq - Delayed Quote USD
Vanguard Global Capital Cycles Investor (VGPMX)
13.98
+0.01
+(0.07%)
At close: 6:49:02 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.35% |
| 5y Average Return | 20.92% |
| Number of Years Up | 23 |
| Number of Years Down | 17 |
| Best 1Y Total Return (Mar 31, 2025) | 50.64% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 50.64% |
| Worst 3Y Total Return | -25.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VGPMX
Category
- YTD
- 7.44%
- 14.38%
- 1-Month
- 3.51%
- -1.21%
- 3-Month
- 1.85%
- 5.03%
- 1-Year
- 16.03%
- 39.50%
- 3-Year
- 7.52%
- 9.11%
- 5-Year
- 16.31%
- 10.10%
- 10-Year
- 5.78%
- 7.90%
- Last Bull Market
- 5.98%
- 15.53%
- Last Bear Market
- -13.77%
- -17.52%
Annual Total Return (%) History
Year
VGPMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.73% | 1.80% | 7.59% | -7.77% |
| 2023 | 5.28% | -0.50% | -2.82% | 8.08% |
| 2022 | 12.45% | -13.77% | -7.10% | 19.20% |
| 2021 | 7.98% | 3.88% | -0.65% | 7.23% |
| 2020 | -25.28% | 23.19% | 9.28% | 16.53% |
| 2019 | 10.04% | 3.21% | -0.75% | 7.03% |
| 2018 | -9.30% | 1.15% | -14.69% | -13.46% |
| 2017 | 10.56% | -1.83% | 2.16% | 2.59% |
| 2016 | 31.57% | 34.84% | 1.45% | -16.30% |
| 2015 | -3.68% | -0.58% | -21.90% | -5.64% |
| 2014 | 7.16% | 5.32% | -13.45% | -9.31% |
| 2013 | -15.44% | -23.00% | 2.99% | -3.27% |
| 2012 | 2.54% | -19.30% | 12.22% | -6.29% |
| 2011 | 0.29% | -5.12% | -17.64% | -0.09% |
| 2010 | 3.97% | -11.30% | 23.25% | 20.93% |
| 2009 | 2.11% | 26.21% | 24.09% | 10.34% |
| 2008 | 8.46% | 11.47% | -42.56% | -36.66% |
| 2007 | 8.85% | 13.22% | 7.17% | 3.07% |
| 2006 | 21.52% | 4.44% | -6.69% | 13.40% |
| 2005 | 4.37% | 1.15% | 27.53% | 6.80% |
| 2004 | -2.56% | -12.16% | 13.98% | 10.80% |
| 2003 | -8.17% | 14.30% | 23.18% | 23.32% |
| 2002 | 25.93% | 4.30% | -9.06% | 11.64% |
| 2001 | -11.15% | 23.64% | 1.34% | 6.29% |
| 2000 | -19.15% | 0.44% | 2.50% | 11.33% |
| 1999 | -1.21% | 12.42% | 18.55% | -2.16% |
| 1998 | 11.33% | -14.99% | 6.99% | -5.11% |
| 1997 | -3.79% | -10.29% | -0.70% | -28.74% |
| 1996 | 15.59% | -7.22% | -3.22% | -4.38% |
| 1995 | -8.57% | 2.24% | 5.05% | -2.73% |
| 1994 | -6.99% | -0.94% | 17.47% | -12.62% |
| 1993 | 25.83% | 31.28% | -10.79% | 31.20% |
| 1992 | -4.02% | 2.26% | -8.63% | -10.14% |
| 1991 | -2.21% | 9.36% | -3.81% | 1.47% |
| 1990 | -7.59% | -9.69% | 3.17% | -6.93% |
| 1989 | 3.77% | -0.10% | 8.49% | 15.95% |
| 1988 | -8.31% | 0.30% | -10.83% | 4.65% |
| 1987 | 52.89% | -3.44% | 21.47% | -22.64% |
| 1986 | 20.29% | -11.89% | 32.21% | 6.96% |
| 1985 | 17.62% | -5.61% | -7.43% | -7.59% |
| 1984 | -13.52% | -16.50% | -- | -- |
Rank in Category (By Total Return)
| YTD | 22 |
| 1-Month | 16 |
| 3-Month | 48 |
| 1-Year | 30 |
| 3-Year | 66 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 16.03% |
| 3-Year | 7.52% |
| 5-Year | 16.31% |
| 10-Year | 5.78% |
Performance & Risk
| YTD Return | 10.35% |
| 5y Average Return | 20.92% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Vanguard |
| Net Assets | 1.51B |
| YTD Return | 7.44% |
| Yield | 2.50% |
| Morningstar Rating | |
| Inception Date | May 23, 1984 |
Fund Summary
The fund invests in U.S. and foreign equity securities. It seeks to generate above average compounded returns by purchasing securities in companies and industries where capital spending is declining, and seeks to avoid companies, assets, and business models that can be easily replicated. The fund typically invests across a range of sectors, a mix of developed and emerging markets stocks, and typically holds companies across the market capitalization spectrum. It is non-diversified.
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