VGENX
Vanguard Energy Opportunities Fund Investor Shares
Mutual fund
$59.05+0.33 (+0.56%)Close Oct 2, 2026
May 23, 1984 – Oct 2, 2026, Dividends reinvested
- Final balance
- $544,249
- CAGR
- +9.89%
- Max drawdown
- −65.37%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.99%
- 3M
- +5.37%
- 6M
- −1.09%
- YTD
- +22.61%
- 1Y
- +27.70%
- 3Y
- +20.08%
- 5Y
- +18.19%
- 10Y
- +7.09%
- 15Y
- +5.91%
- 20Y
- +5.22%
- 25Y
- +9.05%
- 30Y
- +8.84%
- Since 1984
- +9.89%
Metrics
Since 1984| Volatility | 22.17% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.15 |
| Best year, 2005 | +44.53% |
| Worst year, 2008 | −42.77% |
| Positive years | 30 of 41 |
| Longest drawdown | 9.9 years |
Worst drawdowns
Since 1984| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −65.4% | Jun 2014 | Mar 2020 | May 2024 | 9.9 years |
| −61.5% | May 2008 | Nov 2008 | Jun 2014 | 6 years |
| −36.3% | Oct 1997 | Mar 1999 | May 2000 | 2.6 years |
| −33.0% | Aug 1987 | Dec 1987 | Mar 1989 | 1.6 years |
| −27.9% | May 2001 | Sep 2001 | Jun 2003 | 2.1 years |
Annual returns
1984 from May 23 · 2026 through Oct 2