Nasdaq - Delayed Quote USD
Vanguard Global Capital Cycles Investor (VGPMX)
15.44
+0.02
+(0.13%)
At close: 8:04:25 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 17 |
Performance & Risk
| YTD Return | 22.16% |
| 5y Average Return | 17.73% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VGPMX | Category Average | VGPMX | Category Average | VGPMX | Category Average | |
| Alpha | 0.18 | -0.05 | 6.55 | -0.04 | 0.35 | -0.01 |
| BETA | 0.84 | 0.01 | 0.82 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 0.98 | 0.01 | 1.53 | 0.01 | 0.79 | 0.01 |
| R-squared | 62.92 | 0.9 | 60.48 | 0.88 | 31.02 | 0.87 |
| Standard Deviation | 16.63 | 0.2 | 16.07 | 0.16 | 23.83 | 0.15 |
| Sharpe Ratio | 0.42 | 0 | 0.96 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | 7.24 | 0.08 | 18.99 | 0.09 | 5.5 | 0.08 |
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