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Vanguard Energy Inv (VGENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.40-0.93 (-1.89%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.06%
5-year average return4.87%
Number of years up28
Number of years down11
Best 1-yr total return (28 Apr 2024)38.36%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return38.36%
Worst 3-yr total return-13.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGENXCategory
YTD6.40%43.81%
1-month7.84%4.88%
3-month6.40%13.10%
1-year17.10%70.12%
3-year18.12%-11.73%
5-year4.44%-4.80%
10-year0.67%-6.23%
Last bull market39.51%22.50%
Last bear market-4.93%-32.25%

Annual total return (%) history

Year
VGENXCategory
2024
N/AN/A
2023
8.78%N/A
2022
23.69%N/A
2021
27.71%N/A
2020
-30.84%-24.54%
2019
13.20%7.25%
2018
-17.15%-27.27%
2017
3.17%-4.84%
2016
33.10%29.22%
2015
-21.50%-27.39%
2014
-14.26%-16.65%
2013
18.14%22.85%
2012
2.67%1.21%
2011
-1.74%-7.54%
2010
13.43%17.14%
2009
38.36%44.36%
2008
-42.87%-51.12%
2007
37.00%42.09%
2006
19.68%12.05%
2005
44.60%46.33%
2004
36.65%33.42%
2003
33.80%32.28%
2002
-0.62%-11.49%
2001
-2.55%-13.13%
2000
36.43%45.89%
1999
20.98%32.83%
1998
-20.53%-27.41%
1997
14.89%7.54%
1996
34.00%46.64%
1995
25.32%25.64%
1994
-1.63%-3.47%
1993
26.52%26.48%
1992
6.10%2.98%
1991
0.28%-6.84%
1990
-1.37%-5.18%
1989
43.45%44.47%
1988
21.37%13.59%
1987
6.13%-0.63%
1986
12.70%2.92%
1985
14.43%15.22%
1984
N/A2.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.40%N/AN/AN/A
2023-1.16%1.51%5.29%2.97%
202214.10%-4.93%-0.86%15.01%
202110.94%5.70%2.34%6.41%
2020-41.05%16.09%-10.99%13.53%
201915.16%-1.59%-5.79%6.02%
2018-2.42%8.96%1.65%-23.34%
2017-4.01%-6.16%7.61%6.43%
20167.84%12.38%4.16%5.44%
2015-1.58%-1.00%-18.84%-0.72%
20142.48%11.38%-10.16%-16.40%
20135.67%-2.29%8.20%5.75%
20124.41%-8.53%8.74%-1.14%
201115.26%-4.58%-22.93%15.92%
2010-0.54%-13.83%12.45%17.70%
2009-5.14%20.94%14.01%5.78%
2008-5.75%21.05%-30.47%-27.99%
20073.05%15.72%7.36%7.02%
200611.43%4.54%-7.38%10.92%
200514.50%7.16%22.01%-3.41%
20047.31%7.13%10.79%7.28%
20030.99%11.69%1.64%16.70%
200211.84%-4.40%-13.83%7.86%
2001-2.32%-0.29%-11.27%12.76%
200012.14%6.68%8.48%5.13%
19998.20%15.36%-1.22%-1.88%
19984.80%-5.59%-14.20%-6.39%
1997-4.14%11.37%16.13%-7.32%
19967.63%6.98%2.51%13.53%
19957.85%4.62%1.68%9.24%
1994-2.70%7.76%0.00%-6.17%
199321.39%7.82%6.16%-8.93%
1992-4.76%6.38%8.35%-3.34%
19915.20%-2.51%6.35%-8.06%
19900.99%1.43%3.84%-7.27%
198913.35%6.66%7.77%10.10%
198816.10%1.16%-2.46%5.95%
198726.19%7.55%2.29%-23.55%
1986-8.07%7.79%6.10%7.19%
198512.02%-1.17%0.30%3.05%
19847.96%-3.01%N/AN/A

Rank in category (by total return)

YTD83
1-month78
3-month83
1-year77
3-year82
5-year78

Load adjusted returns

1-year17.10%
3-year18.12%
5-year4.44%
10-year0.67%