Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | -1.21% | 0.41% | 0.90% | 8.18% | 5.49% | 8.15% | 6.94% | 9.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 06/27/1988 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/27/1988.
AR inception is since 06/27/1988.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | 0.41 | 0.90 | 8.18 | 5.49 | 8.15 | 6.94 | 9.01 | -1.21 | 7.48 | 2.53 | -5.59 | 19.14 | 2.81 | 23.06 | -12.41 | 16.99 | 13.54 | -2.55 | 7.74 | 26.55 | 13.50 | 10.63 | 14.89 | 17.16 | -30.90 | 4.77 | 20.63 | 4.37 | 13.54 | 25.15 | -15.67 | -2.35 | 13.49 | -0.19 | 17.34 | 31.17 | 17.39 | 37.34 | -1.59 | 14.65 | 9.18 | 25.38 | -11.92 | 26.50 | 6.85 |
| Sharpe Ratio | NA | -0.32 | -0.21 | 0.36 | 0.22 | NA | NA | 0.41 | -0.36 | 0.06 | -0.13 | -0.35 | 1.37 | 0.07 | 1.98 | -0.83 | 2.59 | 1.08 | -0.17 | 0.75 | 2.43 | 1.20 | 0.53 | 0.91 | 0.62 | -0.80 | 0.11 | 1.96 | 0.22 | 1.22 | 1.62 | -0.74 | -0.32 | 0.57 | -0.25 | 0.92 | 1.95 | 1.41 | 5.02 | -0.53 | 1.68 | 0.87 | 1.78 | -1.28 | 2.03 | 0.86 |
| Standard Deviation(%) | NA | 17.99 | 16.84 | 16.58 | 17.51 | NA | NA | 16.18 | 22.29 | 14.03 | 13.18 | 19.80 | 13.92 | 34.64 | 10.92 | 16.58 | 6.33 | 12.39 | 14.96 | 10.33 | 10.92 | 11.27 | 20.01 | 16.28 | 27.53 | 39.48 | 15.63 | 8.88 | 10.06 | 10.30 | 15.09 | 22.59 | 14.85 | 16.57 | 13.66 | 15.16 | 14.08 | 9.77 | 6.68 | 8.64 | 7.46 | 7.70 | 12.12 | 13.42 | 10.23 | 9.99 |
| Draw Down(%) | NA | 18.75 | 18.75 | 18.75 | 35.26 | NA | NA | 54.12 | 13.94 | 12.40 | 10.06 | 15.16 | 7.46 | 35.26 | 5.87 | 21.83 | 2.45 | 8.25 | 12.77 | 7.56 | 5.20 | 8.09 | 15.51 | 13.38 | 31.40 | 42.19 | 9.55 | 5.78 | 6.53 | 6.32 | 14.80 | 29.99 | 16.51 | 14.30 | 12.21 | 14.10 | 8.21 | 5.33 | 1.90 | 10.14 | 3.32 | 4.57 | 5.49 | 21.76 | 5.32 | 4.48 |
| Yield(%) | 0.00 | 2.24 | 2.51 | 3.35 | 3.16 | 4.68 | 4.64 | 10.35 | 0.00 | 2.92 | 2.93 | 2.68 | 2.83 | 2.60 | 3.14 | 2.67 | 2.78 | 3.07 | 2.80 | 2.85 | 3.02 | 3.08 | 2.97 | 2.91 | 3.36 | 3.51 | 8.29 | 9.21 | 7.45 | 7.94 | 5.18 | 2.11 | 4.59 | 7.70 | 6.16 | 6.57 | 8.54 | 7.27 | 6.00 | 4.90 | 8.74 | 4.75 | 7.16 | 6.13 | 6.81 | 2.89 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) |
-13.50%
Feb 2006 - Feb 2009 |
-4.92%
Feb 2004 - Feb 2009 |
-0.36%
Feb 1999 - Feb 2009 |
5.65%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) |
28.87%
Mar 1995 - Mar 1998 |
22.69%
Jun 1994 - Jun 1999 |
16.56%
Oct 1990 - Oct 2000 |
12.25%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart