Vanguard Health Care Etf (VHCIX.O)

At A Glance

You hold VHCIX.O in 0 portfolios

Net Asset Value

123.93USD

 1.70 +1.39%

08/10/2022

Category
Sector Equity
YTD Return (Cumulative)
 -6.37%
Classification
Health/Biotech
5 Year Return (Annualized)
 12.19%
Lipper Index
Lipper Hlth/Biotch Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

VHCIX.O — More Risk, More Return

Roll over fund for details

VHCIX.O outperforms 89 funds in its category for 3 Year Return, which is higher than the category median.

VHCIX.O has a higher risk than 87 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare VHCIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.09%
 
 
Max 12b-1 Fee Ratio0.004
 
 
Early Redemption Fee0.00%
 
Expense Ratio0.1
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$60 in fees
$20,427 before
 
$20,367 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 11, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
VHCIX.O16.0590.7550.350.720.73
Lipper Hlth/Biotch Fd IX
Lipper Classification Index
18.7980.3450.6180.7570.807
S&P 500 TR IX
Broad-Based Index
18.6380.6030.3460.7220.727

Similar Funds & ETFs

2 Mutual Funds »

3 ETF »

YTD Return
 13.9%
3Yr Return
 10.9%
5Yr Return
 6.1%

FAAR's YTD Return outperformed VHCIX.O

YTD Return
 -7.5%
3Yr Return
 14.0%
5Yr Return
 12.1%

YTD Return
 -7.5%
3Yr Return
 14.0%
5Yr Return
 12.2%

View Overview Page For