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Vanguard Capital Opportunity Fund Admiral Shares VHCAX |
![]() | ![]() Report Card |
Daily Total Returns as of 03/14/2025
Actual Returns | Average Annual Returns | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Description | YTD03/14/2025 | 1 Day | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | |
VHCAX1Fund Performance (without load) | -3.70% | -1.17% | -8.83% | -6.41% | +2.98% | +10.15% | +15.90% | +11.43% | +12.86% | |
S&P 500 TR USD2Benchmark | -3.85% | +2.15% | -7.65% | -6.49% | +10.96% | +12.27% | +17.58% | +12.64% | +13.32% | |
Large Blend3Morningstar Category | -3.53% | +2.06% | -7.41% | -6.44% | +8.62% | +10.82% | +16.24% | +11.34% | +12.24% | |
Rank in Category | 18 | 17 | 27 | 15 | 86 | 54 | 62 | 48 | 24 | |
1 VHCAX return as of 03/14/2025 2 S&P 500 TR USD return as of 03/14/2025 3 Category: Large Blend return as of 03/14/2025 |
Monthly Pre-Tax Returns (%) as of 02/28/2025

- •
- VHCAX1Fund
- •
- Large Blend1Morningstar Category (with load)
- •
- S&P 500 TR USD2Broad-Based Index
- •
- VHCAX Pre-Liquidation3Fund
- •
- VHCAX Post-LiquidationFund
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Index figures do not reflect deductions for fees or expenses. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. |
Actual Returns | Average Annual Returns | ||||||
---|---|---|---|---|---|---|---|
Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception11/2001 | |
VHCAX1 | +0.66% | +12.56% | +10.52% | +14.78% | +12.18% | +11.50% | |
Large Blend2Morningstar Category (without load) | -1.78% | +15.53% | +10.88% | +15.31% | +11.46% | -- | |
Large Blend1Morningstar Category (with load) | -2.09% | +15.15% | +10.76% | +15.22% | +11.40% | -- | |
S&P 500 TR USD3Broad-Based Index | -0.97% | +18.41% | +12.55% | +16.85% | +12.98% | -- | |
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Numbers assume reinvetsment of dividends and capital gains over each time period and are not adjusted for possible sales charges. 3 Index figures do not reflect deductions for fees or expenses. |
Actual Returns | Average Annual Returns | ||||||
---|---|---|---|---|---|---|---|
Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception11/2001 | |
Pre-Tax Returns | |||||||
VHCAXFund Performance (with load) | -0.12% | +14.34% | +5.83% | +12.02% | +12.24% | +11.42% | |
After-Tax Returns1 | |||||||
SEC Pre-Liquidation2(Before sale of shares) | -1.96% | +12.23% | +4.26% | +10.03% | +10.38% | +10.25% | |
SEC Post-Liquidation(After sale of shares) | +1.19% | +9.93% | +4.29% | +9.26% | +9.65% | +9.69% | |
Tax Cost Ratio3 | -- | 1.85% | 1.49% | 1.78% | 1.65% | -- | |
1 Figures based on highest Federal income tax bracket. State taxes are not included. Returns are without load. 2 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. 3 Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). |
Yearly Performance | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Rank | 2025 YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
Top 25% | 3.58 | -17.47 | 10.65 | ||||||||
29.18 | |||||||||||
21.11 | -3.69 | ||||||||||
Bottom 25% | 14.34 | 25.61 | 22.89 | 27.28 |
1Compares this fund's total annual return with that of other funds in the same category.
2Figures are not adjusted for load, sales charge or taxes. See the 'Monthly Pre-Tax Returns' table above for load-adjusted performance.
Large-cap companies are generally more mature and the securities issued by these companies may not be able to reach the same levels of growth as the securities issued by small- or mid-cap companies.
- Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
- Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
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- Market data for Daily Fund (NAVs) and charts facilitated by Fincentric™.