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Vanguard Global Capital Cycles Fund Investor Shares: (MF: VGPMX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$12.66 USD
+0.03 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.73 | 73 |
| 3 months | 4.73 | 73 |
| 6 months | 13.19 | 86 |
| 1 Year | 9.46 | 86 |
| 3 Year | 11.05 | 1 |
| 5 Year | 13.70 | 4 |
| 10 Year | 3.54 | 95 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 438.40 |
| Bear Market (10/07 - 2/09) | -64.02 |
| Bull Market (2/09 - 3/21) | 83.86 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 9.45 |
| 5 Year | 13.70 |
| 10 Year | 3.54 |
| Since Inception | 4.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.73 | NA | NA | NA |
| 2023 | 5.28 | -0.49 | -2.82 | 8.08 |
| 2022 | 12.45 | -13.76 | -7.09 | 19.20 |
| 2021 | 7.97 | 3.88 | -0.65 | 7.23 |
| 2020 | -25.28 | 23.18 | 9.28 | 16.52 |
| 2019 | 10.04 | 3.21 | -0.74 | 7.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.73 | 10.03 | 7.38 | 19.48 | 17.20 | 20.66 | -32.26 | 13.74 | 50.73 | -29.45 | -11.41 |
| % Total Return Rel to Index | -4.28 | -14.38 | 26.48 | 1.32 | 3.13 | -4.54 | -21.84 | -6.36 | 45.40 | -26.69 | -14.34 |
| % Total Return Rel to Peer | -2.46 | -8.60 | 26.95 | 3.28 | 0.53 | -4.08 | -22.23 | -8.48 | 45.16 | -27.18 | -13.29 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 3.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.02 | 0.39 | 0.37 | 0.36 | 0.19 | 0.19 | 0.21 | 0.00 | 0.16 | 0.14 | 0.00 |
| % Yield | 0.22 | 3.08 | 3.13 | 3.12 | 1.94 | 2.28 | 2.89 | 0.02 | 1.64 | 2.22 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.43 | 0.36 | 0.35 | 0.38 | 0.33 | 0.31 | 0.43 | 0.35 | 0.29 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%