It topped performance of its Morningstar category, Muni National Short. The fund has returned 2.77 percent over the past year and 0.40 percent over the past three years. The fund has a long track record through various market cycles, having been launched in 1977. Vanguard benchmarks the...
The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index by investing all of its assets in the st...
PRIMARY BENCHMARK CRSP US Mid Cap Val Idx Close 14.05% 4.89% 8.79% 8.53% -- MORNINGSTAR CATEGORY AVERAGE Mid-Cap Value Close 11.43% 5.23% 9.05% 7.98% -- AFTER TAXES ON DISTRIBUTIONS Close Vanguard Mid-Cap Value Index Fund Admiral Shares 13.40% 4.24% 8.13% 7.89% 11.33% Mid-Cap Value...
Comparison with Morningstar or Lipper peer groups. Custom peer-group benchmark or custom index benchmark. Fund performance is compared with the return of a hypothetical portfolio with an identical asset allocation. Target date fund indexes. An index provider creates an index for each target maturity...
See Vanguard Total World Stock Index Fund (VTWIX) mutual fund ratings from all the top fund analysts in one place. See Vanguard Total World Stock Index Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, as it invest all of its assets in the ...
Risk measures 1 year 3 year 5 years Benchmark used:Morningstar Global TME NR USD FundCategory average Alpha-0.93-- Beta+1.12-- Information ratio+0.35-- FundCategory average R squared+97.36-- Sharpe ratio+1.76-- Standard deviation9.71%--...
Vanguard Global Capital Cycles Investor Fund Global Large-Stock Value Morningstar category MSCI ACWI NR USD Benchmark index Profile and investment Fund typeOpen Ended Investment Company Investment style (stocks)Market Cap: Large Investment Style: Value ...
Highly-rated by Morningstar Cons Minimum investment requirement More conservative than most balanced funds High annual turnover Is VWINX a Good Investment? VWINX is a high-quality mutual fund that consistently outperforms its benchmark. It is a conservative income-focused fund, making it most suit...
Energy 3.83% Real Estate 2.67% Utilities 2.08% Basic Materials 1.68% Other 0.91% Bermuda 0.26% Canada 0.14% jersey 0.12% United Kingdom 0.07% Liberia 0.07% Cayman Islands 0.06% Netherlands 0.06% Puerto Rico 0.03% Panama 0.03% british virgin islands ...