Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX)

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Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) is up 7.6% since the beginning of the year. VEUPX is currently trading at $210 per share. Investors who bought $1,000 worth of VEUPX shares 5 years ago would now be looking at an investment worth $1,546.

Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) has returned 7.57% so far this year and 20.65% over the past 12 months. Over the last ten years, VEUPX has returned 10.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since Dec 13, 2010, VEUPX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +16.7%, while the worst month was Mar 2020 at -17.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VEUPX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.2%, while the worst single day was Mar 12, 2020 at -11.8%.

Vanguard European Stock Index Fund Institutional Plus Shares has an annualized alpha of -2.49%, beta of 0.88, and R2 of 0.65 versus S&P 500 Index. Calculated based on daily prices since December 13, 2010.

• This fund participated in 108.69% of S&P 500 Index downside but only 86.93% of its upside - more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.49% versus S&P 500 Index - delivering less than market exposure alone would predict.
• With beta of 0.88 and R2 of 0.65, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

VEUPX has an expense ratio of 0.07%, which is considered low.

VEUPX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Vanguard European Stock Index Fund Institutional Plus Shares provided a 2.92% dividend yield over the last twelve months, with an annual payout of $6.14 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Vanguard European Stock Index Fund Institutional Plus Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Vanguard European Stock Index Fund Institutional Plus 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 European Stock Index Fund Institutional Plus Shares was 36.83%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current Vanguard European Stock Index Fund Institutional Plus Shares drawdown is 0.69%.

The chart below shows the rolling one-month volatility.