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VGHAX: VANGUARD HEALTH CARE FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 81.7 0.14(0.17%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 11/14/2001 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.30% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -5.3 | 15.1 | 3.8 | 2.4 | 5.4 | 9.3 | 8.6 | 8.1 | 17.4 | -1.5 | 5.5 | -5.5 | 6.3 | 4.5 | 22.9 | -0.1 | 19.6 | -8.9 | 12.7 | 28.5 | 43.3 | 15.2 | 11.5 | 6.2 | 21.0 | -18.1 | 4.4 | 11.0 | 15.5 | 9.5 | 26.5 | -17.7 | -1.8 |
| Sharpe Ratio | NA | -0.97 | 0.92 | 0.08 | -0.03 | 0.23 | NA | NA | 0.44 | 0.85 | -0.44 | 0.16 | -0.34 | 0.5 | 0.15 | 1.59 | -0.09 | 2.09 | -0.56 | 0.75 | 2.2 | 4.12 | 1.54 | 0.64 | 0.48 | 1.14 | -0.66 | 0.12 | 0.83 | 1.55 | 0.85 | 1.85 | -0.88 | -1.04 |
| Draw Down(%) | NA | 12.5 | 12.5 | 23.2 | 24.4 | 27.2 | NA | NA | 36.9 | 13.9 | 16.2 | 10.9 | 18.6 | 8.9 | 27.2 | 9.9 | 17.2 | 6.0 | 14.7 | 14.5 | 8.0 | 3.9 | 6.3 | 14.6 | 11.7 | 20.1 | 34.7 | 7.5 | 5.7 | 5.5 | 8.3 | 11.3 | 24.9 | 7.4 |
| Standard Deviation(%) | NA | 16.1 | 15.1 | 14.4 | 15.4 | 16.4 | NA | NA | 15.9 | 17.2 | 11.7 | 11.7 | 20.3 | 12.4 | 28.3 | 13.4 | 15.8 | 9.1 | 16.1 | 16.8 | 12.9 | 10.5 | 9.9 | 18.0 | 12.8 | 18.4 | 28.6 | 10.9 | 9.2 | 8.6 | 10.1 | 14.0 | 21.5 | 14.4 |
| Treynor Ratio | NA | -0.16 | 0.14 | 0.01 | 0.0 | 0.04 | NA | NA | 0.07 | 0.15 | -0.05 | 0.02 | -0.07 | 0.06 | 0.04 | 0.21 | -0.01 | 0.22 | -0.09 | 0.13 | 0.28 | 0.43 | 0.15 | 0.11 | 0.06 | 0.21 | -0.19 | 0.01 | 0.08 | 0.13 | 0.09 | 0.26 | -0.19 | -0.16 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.03 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.13 |
| Beta | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | NA | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 1.01 | 1.0 | 1.0 | 0.86 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 0.91 |
| RSquared | NA | 0.84 | 0.9 | 0.96 | 0.94 | 0.94 | NA | NA | 0.96 | 1.0 | 1.0 | 1.0 | 0.97 | 0.77 | 0.96 | 1.0 | 1.0 | 0.88 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.9 | 0.31 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 11.3 | 7.1 | 0.8 | 1.0 | 1.0 | 13.0 | 7.3 | 8.1 | 7.3 | 8.5 | 14.9 | 11.3 | 3.9 | 6.1 | 4.3 | 2.5 | 8.4 | 9.2 | 6.3 | 5.3 | 4.3 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -62.7 | 58.5 | 755.4 | -14.5 | 2.5 | -91.8 | 62.1 | 0.2 | -4.7 | -12.2 | -34.6 | 68.0 | 226.8 | -32.9 | 42.3 | 105.0 | -77.7 | -14.3 | 51.6 | 32.1 | 29.5 | 392.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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