Vanguard Capital Opportunity Fund Admiral Shares (VHCAX)

$200.22
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Capital Opportunity Fund Admiral Shares 34 0.97 12.79% 3.55% 0.41%
U.S. All Cap 35 1.01 11.00% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.36% 8.64% -3.28%
Year-to-Date 12.79% 11.00% 1.79%
1 Year 60.94% 52.75% 8.19%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.41%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$531

Real cost (fees + lost compounding)

$656

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
5.74%