Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX)
Fund Info
CUSIP | 921908810 |
---|---|
Issuer | Vanguard |
Inception Date | Jun 5, 2019 |
Category | ESG, Global Equities |
Min. Investment | $3,000 |
Home Page | advisors.vanguard.com |
Asset Class | Equity |
Expense Ratio
VEIGX features an expense ratio of 0.56%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: VEIGX vs. VESGX, VEIGX vs. VIAAX, VEIGX vs. VFTAX, VEIGX vs. SPY, VEIGX vs. VTI, VEIGX vs. IRBO, VEIGX vs. VIGI, VEIGX vs. VFIAX, VEIGX vs. VOO, VEIGX vs. AIQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Global ESG Select Stock Fund Investor Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Global ESG Select Stock Fund Investor Shares had a return of 15.05% year-to-date (YTD) and 27.74% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 15.05% | 24.30% |
1 month | -1.32% | 4.09% |
6 months | 6.86% | 14.29% |
1 year | 27.74% | 35.42% |
5 years (annualized) | 13.11% | 13.95% |
10 years (annualized) | N/A | 11.33% |
Monthly Returns
The table below presents the monthly returns of VEIGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.68% | 3.33% | 3.88% | -3.65% | 3.90% | 0.48% | 2.18% | 3.88% | 2.96% | -4.33% | 15.05% | ||
2023 | 6.86% | -3.21% | 3.35% | 1.72% | -2.26% | 5.78% | 1.35% | -2.32% | -5.19% | -1.47% | 8.48% | 5.95% | 19.49% |
2022 | -2.43% | -4.52% | 1.20% | -5.54% | 1.92% | -7.82% | 7.08% | -6.04% | -8.46% | 6.49% | 11.27% | -2.37% | -10.85% |
2021 | -1.31% | 3.42% | 4.44% | 3.46% | 3.07% | -0.79% | 1.87% | 1.74% | -3.89% | 5.22% | -3.28% | 6.60% | 21.85% |
2020 | -1.11% | -6.00% | -11.64% | 7.88% | 4.70% | 2.77% | 4.28% | 6.82% | -1.29% | -1.82% | 11.93% | 3.54% | 19.30% |
2019 | 0.00% | 4.95% | 0.95% | -0.90% | 1.57% | 1.64% | 1.66% | 3.29% | 13.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of VEIGX is 75, placing it in the top 25% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Global ESG Select Stock Fund Investor Shares provided a 1.53% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 4 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | $0.57 | $0.56 | $0.47 | $0.39 | $0.23 | $0.17 |
Dividend yield | 1.53% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Global ESG Select Stock Fund Investor Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | |
2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.56 |
2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.47 |
2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.39 |
2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.23 |
2019 | $0.17 | $0.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Global ESG Select Stock Fund Investor Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Global ESG Select Stock Fund Investor Shares was 30.54%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Vanguard Global ESG Select Stock Fund Investor Shares drawdown is 3.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-30.54% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
-23.77% | Jan 13, 2022 | 188 | Oct 12, 2022 | 187 | Jul 13, 2023 | 375 |
-11.13% | Jul 20, 2023 | 71 | Oct 27, 2023 | 32 | Dec 13, 2023 | 103 |
-6.46% | Oct 13, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
-5.99% | Jul 17, 2024 | 14 | Aug 5, 2024 | 11 | Aug 20, 2024 | 25 |
Volatility
Volatility Chart
The current Vanguard Global ESG Select Stock Fund Investor Shares volatility is 2.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.