Vanguard Global Capital Cycles Fund (VGPMX)
Fund Info
| ISIN | US9219082081 |
|---|---|
| CUSIP | 921908208 |
| Issuer | Vanguard |
| Inception Date | May 23, 1984 |
| Category | Global Equities |
| Min. Investment | $3,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Expense Ratio
VGPMX features an expense ratio of 0.36%, falling within the medium range.
Share Price Chart
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Popular comparisons: VGPMX vs. DBP, VGPMX vs. VTI, VGPMX vs. GLTR, VGPMX vs. BKIE, VGPMX vs. VOO, VGPMX vs. GLD, VGPMX vs. VTSAX, VGPMX vs. FUTY, VGPMX vs. GLDM, VGPMX vs. IAU
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Global Capital Cycles Fund, 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 Capital Cycles Fund had a return of 15.44% year-to-date (YTD) and 25.14% in the last 12 months. Over the past 10 years, Vanguard Global Capital Cycles Fund had an annualized return of 7.06%, while the S&P 500 had an annualized return of 11.37%, indicating that Vanguard Global Capital Cycles Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.44% | 25.23% |
| 1 month | 1.07% | 3.86% |
| 6 months | 6.65% | 14.56% |
| 1 year | 25.14% | 36.29% |
| 5 years (annualized) | 14.82% | 14.10% |
| 10 years (annualized) | 7.06% | 11.37% |
Monthly Returns
The table below presents the monthly returns of VGPMX, 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 | -4.24% | 2.38% | 6.83% | 0.55% | 3.65% | -2.32% | 3.53% | 1.48% | 2.41% | -2.00% | 15.44% | ||
| 2023 | 8.09% | -5.71% | 3.31% | 0.91% | -6.47% | 5.43% | 3.90% | -4.00% | -2.58% | -1.45% | 6.42% | 3.09% | 10.06% |
| 2022 | 1.99% | 5.94% | 4.07% | -7.01% | 3.90% | -10.75% | 1.59% | -2.85% | -5.87% | 5.83% | 12.63% | -0.04% | 7.34% |
| 2021 | 0.11% | 6.16% | 1.60% | 4.46% | 3.71% | -4.12% | 1.03% | 0.56% | -2.21% | 4.14% | -1.35% | 4.40% | 19.50% |
| 2020 | -4.32% | -7.65% | -15.44% | 13.36% | 4.97% | 3.52% | 8.37% | 3.98% | -3.02% | -3.35% | 10.64% | 8.97% | 17.21% |
| 2019 | 7.64% | 1.45% | 0.78% | 0.64% | -6.26% | 9.40% | -1.12% | -0.13% | 0.50% | 2.13% | -0.25% | 5.07% | 20.67% |
| 2018 | -1.12% | -8.70% | 0.48% | 2.51% | -0.71% | -0.62% | -2.99% | -11.63% | -0.49% | -6.49% | -2.09% | -5.48% | -32.27% |
| 2017 | 14.26% | -4.19% | 0.99% | -4.33% | 2.21% | 0.39% | 4.22% | 4.42% | -6.13% | -3.36% | -1.09% | 7.33% | 13.75% |
| 2016 | -2.20% | 23.47% | 9.05% | 28.75% | -10.50% | 17.02% | 11.65% | -14.08% | 5.74% | -6.68% | -9.73% | -0.63% | 50.76% |
| 2015 | 4.69% | 1.25% | -9.17% | 9.45% | -0.53% | -8.68% | -16.22% | -1.24% | -5.60% | 5.49% | -9.56% | -1.09% | -29.45% |
| 2014 | 0.39% | 10.21% | -3.15% | -0.45% | -1.63% | 7.56% | -0.00% | 0.00% | -13.45% | -13.66% | 4.59% | 0.44% | -11.41% |
| 2013 | -3.07% | -7.50% | -5.68% | -8.90% | -2.44% | -13.36% | 1.64% | 4.46% | -2.99% | 0.75% | -6.69% | 2.88% | -35.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VGPMX is 21, indicating that it is in the bottom 21% 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 Capital Cycles Fund (VGPMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Global Capital Cycles Fund provided a 2.96% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.40 | $0.38 | $0.36 | $0.19 | $0.20 | $0.21 | $0.00 | $0.16 | $0.15 | $0.00 | $0.01 |
Dividend yield | 2.96% | 3.22% | 3.27% | 3.26% | 2.03% | 2.39% | 3.01% | 0.02% | 1.71% | 2.33% | 0.00% | 0.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Global Capital Cycles Fund. 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 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | |
| 2023 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.40 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.38 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.36 |
| 2020 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.19 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
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 Capital Cycles Fund. 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 Capital Cycles Fund was 79.32%, occurring on Jan 19, 2016. The portfolio has not yet recovered.
The current Vanguard Global Capital Cycles Fund drawdown is 36.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.32% | May 20, 2008 | 1928 | Jan 19, 2016 | — | — | — |
| -65.25% | Feb 6, 1996 | 670 | Aug 31, 1998 | 1250 | Aug 11, 2003 | 1920 |
| -49.26% | Aug 5, 1987 | 1384 | Nov 23, 1992 | 276 | Dec 14, 1993 | 1660 |
| -26.72% | Sep 26, 1994 | 92 | Jan 31, 1995 | 262 | Feb 1, 1996 | 354 |
| -26.32% | May 11, 2006 | 23 | Jun 13, 2006 | 201 | Apr 3, 2007 | 224 |
Volatility
Volatility Chart
The current Vanguard Global Capital Cycles Fund volatility is 3.62%, 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.