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Vanguard PRIMECAP Core Inv (VPCCX)

34.85 +0.21 (+0.61%)
At close: 8:01 PM EDT

Fund Summary

The fund invests in stocks that its advisor believes offer a good balance between reasonable valuations and attractive growth prospects relative to their peers. Stocks selected for the fund typically have earnings growth potential that, in the advisor's view, is not reflected in their current market prices. It can invest in stocks across all industry sectors and market capitalizations.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.96%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 4

Performance & Risk

YTD Return 9.80%
5y Average Return 12.80%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
VPCCXCategory AverageVPCCXCategory AverageVPCCXCategory Average
Alpha -0.56 -0.01 -0.39 -0.01 -0.31 -0.01
BETA 0.92 0.01 0.93 0.01 0.98 0.01
Mean Annual Return 0.79 0.01 1.26 0.01 1.07 0.01
R-squared 93.42 0.94 91.83 0.95 91.62 0.95
Standard Deviation 17.04 0.17 17.54 0.19 15.56 0.15
Sharpe Ratio 0.34 0 0.73 0.01 0.72 0.01
Treynor Ratio 5.01 0.03 12.93 0.1 10.82 0.1

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