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VGHCX: VANGUARD HEALTH CARE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 193.77 0.33(0.17%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/05/1985 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 7.62% |
| Expenses | 0.34% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/05/1985 |
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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -1.3 | 19.9 | 5.2 | 5.4 | 7.5 | 10.7 | 9.6 | 14.1 | 17.3 | -1.6 | 5.5 | -1.1 | 14.4 | 12.6 | 22.9 | -0.1 | 15.4 | -8.9 | 12.6 | 28.4 | 43.2 | 15.1 | 11.5 | 6.2 | 21.0 | -18.1 | 4.3 | 10.9 | 15.4 | 9.5 | 26.6 | -11.4 | -6.8 | 60.5 | 7.0 | 40.8 | 28.5 | 21.4 | 45.2 | 9.6 | 12.1 | -1.9 | 46.3 | 16.8 | 33.0 | 28.4 | -2.8 | 16.1 | 25.0 |
| Sharpe Ratio | NA | -0.43 | 1.28 | 0.18 | 0.17 | 0.36 | NA | NA | 0.77 | 0.84 | -0.44 | 0.15 | -0.12 | 1.28 | 0.44 | 1.59 | -0.09 | 1.49 | -0.57 | 0.75 | 2.2 | 4.12 | 1.53 | 0.63 | 0.48 | 1.14 | -0.66 | 0.11 | 0.81 | 1.53 | 0.84 | 1.85 | -0.63 | -0.62 | 2.92 | 0.24 | 2.36 | 1.9 | 1.88 | 5.75 | 0.66 | 0.8 | -0.37 | 3.17 | 0.79 | 2.63 | 1.55 | -0.23 | 0.91 | 2.07 |
| Draw Down(%) | NA | 9.2 | 9.2 | 23.2 | 23.2 | 27.2 | NA | NA | 36.9 | 13.9 | 16.2 | 11.0 | 16.8 | 8.9 | 27.2 | 9.9 | 17.1 | 6.1 | 14.7 | 14.5 | 8.0 | 3.9 | 6.2 | 14.6 | 11.7 | 20.1 | 34.8 | 7.5 | 5.8 | 5.5 | 8.3 | 11.3 | 24.9 | 18.3 | 5.8 | 10.5 | 14.7 | 7.8 | 5.8 | 2.9 | 12.0 | 14.2 | 14.0 | 6.3 | 15.5 | 6.8 | 8.3 | 35.9 | 11.5 | 10.9 |
| Standard Deviation(%) | NA | 15.0 | 14.6 | 14.2 | 15.0 | 16.2 | NA | NA | 15.3 | 17.2 | 11.7 | 11.8 | 20.0 | 11.2 | 27.8 | 13.4 | 15.8 | 9.9 | 16.1 | 16.8 | 12.9 | 10.5 | 9.9 | 18.1 | 12.8 | 18.4 | 28.6 | 10.9 | 9.2 | 8.6 | 10.1 | 14.0 | 20.0 | 15.3 | 19.2 | 15.0 | 15.8 | 13.0 | 9.3 | 7.2 | 9.9 | 12.4 | 11.6 | 13.3 | 14.2 | 10.3 | 15.1 | 30.0 | 12.9 | 12.4 |
| Treynor Ratio | NA | -0.06 | 0.19 | 0.03 | 0.03 | 0.06 | NA | NA | 0.12 | 0.15 | -0.05 | 0.02 | -0.02 | 0.14 | 0.12 | 0.21 | -0.01 | 0.15 | -0.09 | 0.13 | 0.28 | 0.43 | 0.15 | 0.11 | 0.06 | 0.21 | -0.19 | 0.01 | 0.07 | 0.13 | 0.08 | 0.26 | -0.13 | -0.09 | 0.56 | 0.04 | 0.37 | 0.25 | 0.18 | 0.41 | 0.07 | 0.1 | -0.04 | 0.42 | 0.11 | 0.27 | 0.23 | -0.07 | 0.12 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.0 | 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 | 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 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 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 | 1.0 | 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 | 1.0 | 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 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 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 | 1.0 | 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 | 1.0 | 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 |
| Yield(%) | N/A | 3.7 | 7.5 | 7.6 | 7.2 | 7.6 | 11.6 | 10.1 | N/A | 4.8 | 11.2 | 7.1 | 5.1 | 8.8 | 8.2 | 13.0 | 7.3 | 4.1 | 7.3 | 8.5 | 14.8 | 11.3 | 3.8 | 6.0 | 4.3 | 2.4 | 8.3 | 9.1 | 6.2 | 5.3 | 4.2 | 1.1 | 6.4 | 5.0 | 18.0 | 8.4 | 5.4 | 5.0 | 4.1 | 4.5 | 8.2 | 8.1 | 5.2 | 4.2 | 5.9 | 6.6 | 10.4 | 8.3 | 0.8 | 0.6 |
| Dividend Growth(%) | N/A | -13.0 | -38.6 | -1.8 | 4.7 | 38.0 | 133.2 | 245.7 | N/A | -63.0 | 58.8 | 29.3 | -38.6 | 9.9 | -29.9 | 61.7 | 99.7 | -51.9 | -12.2 | -34.8 | 68.5 | 230.6 | -33.3 | 41.9 | 109.9 | -78.2 | -14.2 | 52.3 | 32.2 | 29.8 | 365.1 | -85.3 | 15.2 | -61.8 | 109.6 | 106.9 | 34.2 | 43.8 | 27.7 | -44.8 | 5.5 | 43.7 | 79.2 | -23.7 | 14.9 | -25.8 | 10.1 | 1038.5 | 85.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/1985
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