Nasdaq - Delayed Quote USD

Vanguard Capital Opportunity Inv (VHCOX)

84.17 +0.71 (+0.85%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.38%
5y Average Return 13.28%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (Sep 9, 2024) 48.91%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 48.91%
Worst 3Y Total Return 7.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VHCOX
Category
YTD
13.48%
12.38%
1-Month
2.39%
5.09%
3-Month
3.84%
10.28%
1-Year
19.43%
41.70%
3-Year
5.50%
22.56%
5-Year
14.82%
21.98%
10-Year
12.63%
15.99%
Last Bull Market
24.71%
25.99%
Last Bear Market
-14.00%
-17.29%

Annual Total Return (%) History

Year
VHCOX
Category
2024
--
--
2023
25.52%
--
2022
-17.53%
--
2021
21.03%
--
2020
22.79%
35.86%
2019
27.19%
31.90%
2018
-3.75%
-2.09%
2017
29.10%
27.67%

2016
10.56%
3.23%
2015
2.59%
3.60%
2014
18.88%
10.00%
2013
42.69%
33.92%
2012
18.37%
15.34%
2011
-6.18%
-2.46%
2010
11.06%
15.53%
2009
48.91%
35.68%
2008
-39.08%
-40.67%
2007
10.58%
13.35%
2006
16.78%
7.05%
2005
8.27%
6.71%
2004
21.65%
7.81%
2003
49.55%
28.66%
2002
-27.94%
-27.64%
2001
-9.68%
-22.30%
2000
18.04%
-13.05%
1999
97.77%
38.87%
1998
31.98%
34.55%
1997
-7.93%
26.36%
1996
13.41%
19.76%
1995
--
32.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.12% 2.90% -- --
2023 7.00% 6.86% 0.48% 9.25%
2022 -6.52% -14.00% -5.86% 8.97%
2021 8.71% 8.70% -2.56% 5.11%
2020 -20.78% 22.19% 8.39% 17.03%
2019 12.54% 0.96% -0.91% 12.96%
2018 1.71% 2.56% 9.37% -15.64%
2017 8.40% 6.56% 5.36% 6.08%
2016 -3.23% -1.37% 12.09% 3.35%
2015 4.23% -0.78% -7.87% 7.67%

2014 5.28% 4.26% 1.44% 6.76%
2013 16.18% 4.25% 9.45% 7.63%
2012 11.35% -4.35% 5.70% 5.15%
2011 5.29% -1.57% -18.23% 10.70%
2010 5.13% -15.61% 11.03% 12.75%
2009 0.25% 17.20% 16.53% 8.77%
2008 -8.17% 1.04% -13.91% -23.74%
2007 -0.60% 9.63% 6.83% -5.01%
2006 9.90% -6.09% 5.93% 6.82%
2005 -4.91% 3.76% 5.14% 4.37%
2004 7.67% 3.47% -3.78% 13.48%
2003 -2.59% 23.25% 8.72% 14.57%
2002 -1.52% -20.73% -18.29% 12.97%
2001 -7.89% 6.42% -23.85% 21.01%
2000 30.89% -0.54% 0.80% -10.05%
1999 7.29% 20.97% 10.73% 37.61%
1998 12.84% 2.61% -12.19% 29.82%
1997 -8.98% 6.52% 9.27% -13.09%
1996 2.44% 7.36% 5.19% -1.96%
1995 -2.85% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 43
3-Month 94
1-Year 93
3-Year 53
5-Year 62

Load Adjusted Returns

1-Year 19.43%
3-Year 5.50%
5-Year 14.82%
10-Year 12.63%

Performance & Risk

YTD Return 8.38%
5y Average Return 13.28%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Vanguard
Net Assets 23B
YTD Return 13.48%
Yield 0.61%
Morningstar Rating
Inception Date Nov 12, 2001

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.

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