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Vanguard Horizon Fund, Vanguard Global Equity Fund: (MF: VHGEX)
(NASDAQ Mutual Funds) As of Aug 1, 2024 08:00 PM ET
$35.48 USD
-0.61 (-1.69%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.82 | 45 |
| 3 months | 0.70 | 55 |
| 6 months | 8.82 | 45 |
| 1 Year | 15.41 | 47 |
| 3 Year | 1.58 | 64 |
| 5 Year | 9.46 | 43 |
| 10 Year | 8.39 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 217.63 |
| Bear Market (10/07 - 2/09) | -60.88 |
| Bull Market (2/09 - 3/21) | 542.61 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.41 |
| 5 Year | 9.45 |
| 10 Year | 8.39 |
| Since Inception | 8.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.05 | 0.70 | NA | NA |
| 2023 | 9.31 | 6.53 | -6.10 | 12.94 |
| 2022 | -9.15 | -15.27 | -8.57 | 9.95 |
| 2021 | 5.10 | 6.79 | -2.14 | 3.00 |
| 2020 | -21.39 | 21.96 | 9.28 | 16.78 |
| 2019 | 12.91 | 4.45 | -0.64 | 9.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.82 | 23.50 | -22.62 | 13.13 | 22.36 | 28.72 | -9.15 | 27.78 | 6.54 | -0.24 | 4.28 |
| % Total Return Rel to Index | -3.22 | -0.91 | -3.53 | -5.02 | 8.29 | 3.52 | 1.27 | 7.66 | 1.21 | 2.51 | 1.35 |
| % Total Return Rel to Peer | 0.82 | 4.86 | -3.06 | -3.06 | 5.69 | 3.98 | 0.87 | 5.55 | 0.97 | 2.03 | 2.40 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.37 | 0.44 | 0.35 | 0.25 | 0.74 | 0.41 | 0.40 | 0.37 | 0.40 | 0.37 |
| % Yield | 0.00 | 1.08 | 1.43 | 0.79 | 0.62 | 2.13 | 1.40 | 1.22 | 1.42 | 1.62 | 1.47 |
| Capital Gains ($) | 0.00 | 0.00 | 2.59 | 3.84 | 0.83 | 1.22 | 1.80 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.42 | 0.42 | 0.41 | 0.45 | 0.45 | 0.48 | 0.48 | 0.48 | 0.51 | 0.57 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%