Technology Select Sector SPDR (XLK) has gained 40.1% year to date, implying that technology has been the best performer among the 11 S&P 500 sectors so far.
Among the cyclical sectors, the fund family invested the most in the financial services sector, while among the defensive sectors it invested heavily in healthcare. From the sensitive sectors, maximum investments were made in the technology sector. Vanguard invests in a variety of sectors that are sensitive, cyclical and defensive. VMATX, which invests a bulk of its assets in municipal bonds issued by Massachusetts state and local governments, has returned 8.4% in the year to date period. The fund posted solid gains in the period between July and September. As of Nov 30, 2019, none of the Vanguard mutual funds carried any load.įurther, Vanguard Massachusetts Tax-Exempt Fund Investor Shares VMATX turned out as one of the best-performing mutual funds from the Vanguard family. The initial investment of the majority of mutual funds from the family ranges from $0 to $3,000. Some funds that are sector specific have also lost money, and these sectors include the energy and precious metals sectors.By the end of August 2019, Vanguard had around $5.6 trillion assets under management. The international and global stock funds offered by Vanguard, including mid cap mutual funds that hold these investments, have seen large losses in many cases. The aggressive nature of the investments will exceed many investors acceptable risk levels despite good performance in the past. This asset class has performed well with some funds and not so well with others. Aggressive domestic stock funds have higher risks but offer higher yields as well. There are asset classes to cover any investment goals and acceptable risk levels. General domestic stock funds from Vanguard have seen a performance that offers 1 year returns of 3.02% to 12.60%.Ĭonsistent Vanguard mutual funds performance is one reason why this fund family is a top choice with investors. The 1 year average return for balanced funds is from 5.98% to 10.67%, for life cycle funds this range is 2.95% to 9.32%, and managed payout funds average from 3.17% to 4.38%. As of April 2012 all three of these classes were on the rise.
Vanguard classifies these funds are balanced, life cycle, and managed payout classes. Balanced funds for all mutual fund companies are a popular choice for investors. The long term tax exempt options from Vanguard offer 11.01% to 14.46% as an average annual return. Tax exempt long term bond funds saw better Vanguard mutual funds performance than these funds with a short or intermediate term goal. The tax exempt intermediate term bond funds saw a higher return, with the 1 year returns for these funds from 10.35% to 11.30%. This asset class is one of the low yield choices on the Vanguard mutual funds list but the risks involved are also lower. Funds for short term tax exempt bonds have much lower returns for the same 1 year period at 1.61% to 3.62%. Taxable long term bond funds from Vanguard have a 1 year average annualized return that ranges from 17.57% up to 23.29%, and these funds are performing well. The Vanguard mutual funds performance for inflation indexed securities has a 1 year average annualized return of 12.02%. In contrast taxable intermediate term bond funds from this fund family offers returns from 5.51% to 7.14% for the same 10 year period.
Some funds for taxable short term bonds have seen slight declines but this class still performs well and has a 10 year annualized return from 3.72% to 4.14%. Bond funds are another asset class for mutual funds offered by Vanguard. The same returns and time period for tax exempt funds in this class range from 1.45% to 1.53%. The Vanguard funds performance for taxable money market funds has been steady, with 10 year annualized returns ranging from 1.80% to 1.95%. Money market funds are broken down into two categories: taxable and tax exempt. This information is very beneficial to investors so that various asset classes can be compared. Vanguard mutual funds performance by asset class can vary widely.