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Vanguard US Fundamental Value Inv USD

Ranked 485 out of 904 in - US over 12 months
All calculations are in USD unless stated

Managed by

John Flynn

Richard Pzena

Richard Pzena graduated from the University of Pennsylvania with a BS and an MBA degree. He is the founder, managing principal, chief executive officer, co-chief investment officer and portfolio manager of Pzena Investment Management which he started in 1995. Prior to this he was the director of US equity investments and chief research officer for Sanford C. Bernstein & Company.

Benjamin S. Silver

Objective

The Fund seeks to provide long-term capital growth and income by investing mainly in large companies whose stocks are considered undervalued. The Fund’s policy is to remain substantially invested in common stocks that are listed or traded on recognized exchanges or markets in the United States.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 485/904 Total Return
  • Rank 821/904 Standard Deviation
  • Rank 839/904 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 17.0% 2.4% 2.1% 4.1% 7.5%
2016 21.6% -1.3% 0.2% 9.2% 12.6%
2015 -7.9% -2.5% 1.6% -11.5% 5.1%
2014 10.3% 1.6% 3.7% -0.3% 5.0%
2013 39.8% 13.5% 7.4% 2.9% 11.6%
2012 13.9% 14.2% -7.5% 5.0% 2.7%
2011 -3.9% 5.5% 0.7% -20.8% 14.1%
2010 15.8% 9.8% -13.5% 11.0% 9.8%
2009 39.5% -14.1% 27.7% 25.3% 1.5%
2008 -46.5% -11.1% -12.0% -7.6% -25.9%
2007 -11.9% 0.1% 7.4% -6.2% -12.6%
2006 16.0% 4.0% -3.1% 9.3% 5.3%
2005 2.9% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/05/2005
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN IE0034156905

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.95%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).