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Vanguard Capital Opportunity Inv (VHCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.23-0.80 (-1.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.05%
5-year average return11.83%
Number of years up21
Number of years down7
Best 1-yr total return (17 Apr 2024)48.91%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return48.91%
Worst 3-yr total return7.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVHCOXCategory
YTD9.12%12.38%
1-month3.72%5.09%
3-month9.12%10.28%
1-year28.01%41.70%
3-year7.94%22.56%
5-year13.66%21.98%
10-year13.01%15.99%
Last bull market44.07%25.99%
Last bear market-14.00%-17.29%

Annual total return (%) history

Year
VHCOXCategory
2024
N/AN/A
2023
25.52%N/A
2022
-17.53%N/A
2021
21.03%N/A
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
N/A32.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.12%N/AN/AN/A
20237.00%6.86%0.48%9.25%
2022-6.52%-14.00%-5.86%8.97%
20218.71%8.70%-2.56%5.11%
2020-20.78%22.19%8.39%17.03%
201912.54%0.96%-0.91%12.96%
20181.71%2.56%9.37%-15.64%
20178.40%6.56%5.36%6.08%
2016-3.23%-1.37%12.09%3.35%
20154.23%-0.78%-7.87%7.67%
20145.28%4.26%1.44%6.76%
201316.18%4.25%9.45%7.63%
201211.35%-4.35%5.70%5.15%
20115.29%-1.57%-18.23%10.70%
20105.13%-15.61%11.03%12.75%
20090.25%17.20%16.53%8.77%
2008-8.17%1.04%-13.91%-23.74%
2007-0.60%9.63%6.83%-5.01%
20069.90%-6.09%5.93%6.82%
2005-4.91%3.76%5.14%4.37%
20047.67%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%
200030.89%-0.54%0.80%-10.05%
19997.29%20.97%10.73%37.61%
199812.84%2.61%-12.19%29.82%
1997-8.98%6.52%9.27%-13.09%
19962.44%7.36%5.19%-1.96%
1995-2.85%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month5
3-month81
1-year86
3-year62
5-year71

Load adjusted returns

1-year28.01%
3-year7.94%
5-year13.66%
10-year13.01%