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Vanguard Global Minimum Volatility Fund Investor Cl: (MF: VMVFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$15.59 USD
+0.06 (0.39%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.94 | 44 |
| 3 months | 0.19 | 62 |
| 6 months | 8.94 | 44 |
| 1 Year | 13.37 | 55 |
| 3 Year | 5.36 | 26 |
| 5 Year | 5.19 | 86 |
| 10 Year | 7.48 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.37 |
| 5 Year | 5.18 |
| 10 Year | 7.48 |
| Since Inception | 7.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.73 | 0.19 | NA | NA |
| 2023 | 1.41 | 2.19 | -2.43 | 6.65 |
| 2022 | -2.84 | -5.01 | -5.49 | 9.50 |
| 2021 | 3.14 | 4.04 | -1.63 | 5.97 |
| 2020 | -20.92 | 11.31 | 2.81 | 6.08 |
| 2019 | 10.24 | 4.02 | 3.44 | 3.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.94 | 7.84 | -4.50 | 11.87 | -3.99 | 22.53 | -1.77 | 15.86 | 8.45 | 5.79 | 13.73 |
| % Total Return Rel to Index | -3.09 | -16.56 | 14.59 | -6.29 | -18.07 | -2.66 | 8.65 | -4.25 | 3.12 | 8.55 | 10.80 |
| % Total Return Rel to Peer | 0.94 | -10.79 | 15.06 | -4.33 | -20.66 | -2.20 | 8.25 | -6.36 | 2.88 | 8.06 | 11.85 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 4.00 | 5.00 | 4.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.42 | 0.34 | 0.50 | 0.27 | 0.39 | 0.30 | 0.31 | 0.32 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.98 | 2.44 | 3.34 | 1.97 | 2.62 | 2.26 | 2.25 | 2.65 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.32 | 0.00 | 0.00 | 0.26 | 0.60 | 0.00 | 0.00 | 0.36 | 0.68 |
| Expense Ratio | 0.00 | 0.21 | 0.21 | 0.21 | 0.21 | 0.21 | 0.23 | 0.25 | 0.25 | 0.27 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%