Vanguard Health Care Fund Investor Shares (VGHCX)
Fund Info
US9219083071
921908307
May 23, 1984
$3,000
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Health Care 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 Health Care Fund Investor Shares had a return of -2.15% year-to-date (YTD) and 2.50% in the last 12 months. Over the past 10 years, Vanguard Health Care Fund Investor Shares had an annualized return of -0.18%, while the S&P 500 had an annualized return of 11.11%, indicating that Vanguard Health Care Fund Investor Shares did not perform as well as the benchmark.
VGHCX
-2.15%
-9.86%
-5.45%
2.50%
0.32%
-0.18%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of VGHCX, 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 | 0.70% | 2.71% | -1.20% | -2.90% | 3.25% | 2.79% | 2.86% | 5.24% | -4.26% | -5.46% | -2.15% | ||
| 2023 | -0.23% | -4.14% | 0.61% | 4.11% | -2.74% | 2.96% | -0.04% | -0.74% | -3.85% | -4.21% | 5.75% | 2.07% | -1.05% |
| 2022 | -7.37% | 0.03% | 0.96% | -4.55% | 0.06% | -1.13% | 3.84% | -4.67% | -2.32% | 7.67% | 5.84% | -2.96% | -5.53% |
| 2021 | 1.34% | -3.12% | 0.18% | 3.44% | 2.50% | 4.40% | 0.69% | 3.10% | -4.87% | 2.86% | -5.24% | 1.38% | 6.24% |
| 2020 | -1.75% | -5.39% | -6.84% | 11.37% | 5.83% | -1.45% | 3.69% | 1.93% | -1.49% | -4.84% | 7.29% | -2.28% | 4.48% |
| 2019 | 6.75% | 2.27% | -5.37% | -3.75% | -3.94% | 7.10% | 0.23% | -1.18% | -0.58% | 6.78% | 6.25% | -3.31% | 10.50% |
| 2018 | 5.06% | -4.58% | -2.46% | -2.35% | 2.18% | 0.74% | 6.62% | 4.86% | 1.13% | -7.76% | 5.41% | -13.25% | -6.26% |
| 2017 | 2.77% | 7.20% | -2.34% | 1.24% | 1.89% | 3.28% | 0.63% | -0.55% | 0.90% | -1.69% | 2.07% | -3.30% | 12.32% |
| 2016 | -8.93% | -1.98% | -0.38% | 2.64% | 2.74% | -0.03% | 5.18% | -4.90% | 0.68% | -7.66% | 1.51% | -4.34% | -15.35% |
| 2015 | 2.09% | 4.81% | -0.02% | -0.54% | 4.76% | -0.37% | 2.57% | -5.81% | -5.71% | 5.83% | 1.37% | -3.01% | 5.26% |
| 2014 | 2.39% | 8.46% | -5.99% | -1.90% | 3.69% | 3.40% | -0.17% | 4.13% | -0.33% | 5.17% | 3.45% | -7.70% | 14.24% |
| 2013 | 6.51% | 1.27% | 3.56% | 3.23% | 1.25% | 0.44% | 5.63% | -2.09% | 3.99% | 3.84% | 4.60% | -3.44% | 32.26% |
Expense Ratio
VGHCX features an expense ratio of 0.30%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VGHCX is 3, indicating that it is in the bottom 3% 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 Health Care Fund Investor Shares (VGHCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Health Care Fund Investor Shares provided a 0.88% dividend yield over the last twelve months, with an annual payout of $1.79 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.79 | $1.75 | $1.66 | $1.95 | $1.89 | $2.43 | $2.32 | $2.06 | $1.85 | $2.61 | $2.12 | $2.36 |
Dividend yield | 0.88% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% | 1.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Health Care 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 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.67 | $1.75 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.66 |
| 2021 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 | $1.95 |
| 2020 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $1.89 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $2.43 |
| 2018 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.18 | $2.32 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.02 | $2.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $1.85 |
| 2015 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $2.61 |
| 2014 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $2.12 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $2.36 |
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 Health Care 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 Health Care Fund Investor Shares was 45.86%, occurring on Mar 5, 2009. Recovery took 884 trading sessions.
The current Vanguard Health Care Fund Investor Shares drawdown is 15.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.86% | May 8, 2007 | 459 | Mar 5, 2009 | 884 | Sep 6, 2012 | 1343 |
| -35.92% | Aug 12, 1987 | 54 | Oct 26, 1987 | 466 | Aug 8, 1989 | 520 |
| -32.62% | Dec 29, 2000 | 547 | Mar 12, 2003 | 445 | Dec 16, 2004 | 992 |
| -31.82% | Jul 21, 2015 | 1177 | Mar 23, 2020 | 306 | Jun 9, 2021 | 1483 |
| -24.47% | Sep 7, 2021 | 197 | Jun 16, 2022 | — | — | — |
Volatility
Volatility Chart
The current Vanguard Health Care Fund Investor Shares volatility is 3.98%, 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.