Nasdaq - Delayed Quote
USD
Vanguard Capital Opportunity Adm (VHCAX)
259.29
-2.07
(-0.79%)
At close: 8:07:20 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.80% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 24.23% |
| 5y Average Return | 13.07% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
VHCAX | Category Average | VHCAX | Category Average | VHCAX | Category Average |
|
Alpha
|
1.05 | -0.01 | 1.94 | -0.01 | 1.58 | -0.01 |
|
BETA
|
1.12 | 0.01 | 0.99 | 0.01 | 1 | 0.01 |
|
Mean Annual Return
|
2.01 | 0.01 | 1.25 | 0.01 | 1.39 | 0.01 |
|
R-squared
|
72.59 | 0.94 | 81.72 | 0.95 | 86.25 | 0.95 |
|
Standard Deviation
|
16.75 | 0.17 | 17.53 | 0.19 | 17.14 | 0.15 |
|
Sharpe Ratio
|
1.17 | 0 | 0.64 | 0.01 | 0.83 | 0.01 |
|
Treynor Ratio
|
18.5 | 0.03 | 10.47 | 0.1 | 13.71 | 0.1 |
