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Vanguard Horizon Fund, Vanguard Capital Opportunity Fund: (MF: VHCOX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$89.89 USD
+0.60 (0.67%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.28 | 41 |
| 3 months | 2.90 | 36 |
| 6 months | 12.28 | 41 |
| 1 Year | 23.23 | 36 |
| 3 Year | 5.97 | 50 |
| 5 Year | 14.09 | 31 |
| 10 Year | 12.85 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 209.72 |
| Bear Market (10/07 - 2/09) | -49.20 |
| Bull Market (2/09 - 3/21) | 972.96 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 23.23 |
| 5 Year | 14.08 |
| 10 Year | 12.85 |
| Since Inception | 12.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.11 | 2.90 | NA | NA |
| 2023 | 6.99 | 6.86 | 0.48 | 9.21 |
| 2022 | -6.52 | -14.00 | -5.85 | 8.98 |
| 2021 | 8.71 | 8.69 | -2.56 | 5.10 |
| 2020 | -20.78 | 22.18 | 8.39 | 17.02 |
| 2019 | 12.53 | 0.96 | -0.90 | 12.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.28 | 25.48 | -17.52 | 21.01 | 22.78 | 27.18 | -3.75 | 29.10 | 10.57 | 2.58 | 18.87 |
| % Total Return Rel to Index | -3.02 | -0.76 | 0.68 | -7.66 | 4.38 | -4.30 | 0.64 | 7.31 | -1.36 | 1.19 | 5.23 |
| % Total Return Rel to Peer | 1.61 | 2.48 | 2.17 | -1.04 | 2.86 | -1.23 | 3.11 | 8.42 | 2.75 | 4.17 | 10.67 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 1.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.54 | 0.50 | 0.29 | 0.33 | 0.50 | 0.47 | 0.44 | 0.37 | 0.29 | 0.30 |
| % Yield | 0.00 | 0.65 | 0.70 | 0.30 | 0.38 | 0.65 | 0.70 | 0.61 | 0.62 | 0.52 | 0.53 |
| Capital Gains ($) | 0.00 | 1.27 | 5.36 | 8.46 | 6.66 | 3.87 | 6.45 | 2.58 | 2.68 | 2.42 | 1.87 |
| Expense Ratio | 0.43 | 0.43 | 0.43 | 0.43 | 0.44 | 0.44 | 0.43 | 0.44 | 0.45 | 0.45 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%