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USD
Vanguard Global Equity Inv (VHGEX)
40.38
+0.12
(+0.30%)
At close: 8:07:20 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.09% |
|---|---|
| 5y Average Return | 6.15% |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 28.73% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 28.73% |
| Worst 3Y Total Return | 2.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VHGEX
Category
- YTD
- 7.96%
- 12.08%
- 1-Month
- -1.71%
- 0.64%
- 3-Month
- 0.95%
- 6.49%
- 1-Year
- 9.89%
- 38.01%
- 3-Year
- 18.75%
- 12.74%
- 5-Year
- 7.85%
- 12.82%
- 10-Year
- 11.36%
- 9.05%
- Last Bull Market
- 24.66%
- 18.82%
- Last Bear Market
- -15.28%
- -20.53%
Annual Total Return (%) History
Year
VHGEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-5.64% | 13.33% | 0.95% | -- |
|
2025
|
-2.73% | 14.52% | 6.82% | 1.78% |
|
2024
|
8.06% | 0.71% | 6.61% | -2.27% |
|
2023
|
9.31% | 6.53% | -6.10% | 12.95% |
|
2022
|
-9.15% | -15.28% | -8.58% | 9.94% |
|
2021
|
5.10% | 6.79% | -2.14% | 3.00% |
|
2020
|
-21.39% | 21.97% | 9.28% | 16.80% |
|
2019
|
12.92% | 4.45% | -0.65% | 9.85% |
|
2018
|
0.38% | 0.32% | 3.46% | -12.80% |
|
2017
|
7.45% | 6.60% | 5.45% | 5.79% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 48 |
|---|---|
| 3-Month | 46 |
| 1-Year | 74 |
| 3-Year | 55 |
| 5-Year | 76 |
Load Adjusted Returns
| 1-Year | 9.89% |
| 3-Year | 18.75% |
|---|---|
| 5-Year | 7.85% |
| 10-Year | 11.36% |
Performance & Risk
| YTD Return | 5.09% |
| 5y Average Return | 6.15% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Vanguard |
| Net Assets | 7.48B |
| YTD Return | 7.96% |
| Yield | 0.94% |
| Morningstar Rating | |
| Inception Date | Aug 14, 1995 |
Fund Summary
The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors. Each advisor independently selects and maintains a portfolio of common stocks and other investments for the fund.
