Vanguard Global Minimum Volatility Fund Investor Shares (VMVFX)
Fund Info
US9219468777
921946877
Dec 12, 2013
$3,000
Large-Cap
Value
Expense Ratio
VMVFX has an expense ratio of 0.21%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Global Minimum Volatility Fund Investor Shares (VMVFX) returned 7.67% year-to-date (YTD) and 10.32% over the past 12 months. Over the past 10 years, VMVFX returned 6.09% annually, underperforming the S&P 500 benchmark at 10.89%.
VMVFX
7.67%
4.21%
4.51%
10.32%
8.60%
6.09%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of VMVFX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.66% | 2.53% | 0.80% | -0.24% | 1.72% | 7.67% | |||||||
| 2024 | 2.84% | 3.04% | 2.61% | -2.74% | 1.61% | 1.39% | 3.19% | 3.22% | -0.37% | -1.60% | 3.56% | -5.51% | 11.34% |
| 2023 | 1.78% | -1.46% | 1.11% | 1.91% | -2.95% | 3.33% | 0.43% | -0.93% | -1.95% | 0.00% | 4.11% | 2.42% | 7.82% |
| 2022 | -3.38% | -2.17% | 2.79% | -1.88% | 0.00% | -3.19% | 2.86% | -2.00% | -6.25% | 6.44% | 5.76% | -4.95% | -6.69% |
| 2021 | -0.37% | -0.73% | 4.29% | 1.49% | 1.05% | 1.45% | 1.02% | 1.21% | -3.80% | 2.77% | -2.29% | 5.58% | 11.91% |
| 2020 | 1.03% | -7.49% | -15.39% | 7.57% | 3.48% | 0.00% | 2.66% | 2.28% | -2.08% | -2.89% | 5.95% | 3.11% | -3.99% |
| 2019 | 5.65% | 2.26% | 2.47% | 2.09% | -1.51% | 3.64% | 1.27% | 0.62% | 1.52% | 0.00% | 1.90% | -0.45% | 21.07% |
| 2018 | 1.85% | -3.27% | 0.68% | 0.82% | 1.48% | 1.31% | 2.44% | 1.54% | 0.07% | -4.83% | 2.39% | -10.12% | -6.27% |
| 2017 | 0.84% | 3.07% | 1.13% | 1.75% | 2.11% | -0.23% | 0.61% | 0.76% | 0.91% | 1.95% | 1.69% | 0.30% | 15.93% |
| 2016 | -2.12% | 0.45% | 3.87% | -0.78% | 2.18% | 2.82% | 2.00% | -0.65% | 0.16% | -2.29% | 1.17% | 1.61% | 8.53% |
| 2015 | 1.45% | 2.95% | 0.78% | -0.34% | 1.38% | -1.45% | 3.03% | -4.03% | -0.61% | 3.96% | 0.42% | -3.01% | 4.29% |
| 2014 | -1.75% | 3.66% | 0.67% | 0.85% | 1.78% | 1.29% | -1.37% | 2.95% | -1.08% | 3.45% | 2.98% | -3.82% | 9.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, VMVFX is among the top 18% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Global Minimum Volatility Fund Investor Shares (VMVFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Global Minimum Volatility Fund Investor Shares provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.30 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.30 | $0.43 | $0.34 | $0.51 | $0.28 | $0.48 | $0.30 | $0.31 | $0.32 | $0.21 | $0.28 |
Dividend yield | 1.78% | 1.92% | 3.05% | 2.56% | 3.42% | 2.03% | 3.30% | 2.42% | 2.31% | 2.71% | 1.81% | 2.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Global Minimum Volatility 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2019 | $0.00 | $0.03 | $0.03 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.48 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2014 | $0.28 | $0.28 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Global Minimum Volatility 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 Minimum Volatility Fund Investor Shares was 33.09%, occurring on Mar 23, 2020. Recovery took 337 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 337 | Jul 23, 2021 | 360 |
| -15.54% | Aug 30, 2018 | 80 | Dec 24, 2018 | 114 | Jun 10, 2019 | 194 |
| -13.02% | Dec 30, 2021 | 190 | Sep 30, 2022 | 302 | Dec 13, 2023 | 492 |
| -10.75% | Aug 6, 2015 | 115 | Jan 20, 2016 | 95 | Jun 6, 2016 | 210 |
| -7.96% | Apr 3, 2025 | 4 | Apr 8, 2025 | 26 | May 15, 2025 | 30 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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