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 |
|---|---|---|---|---|---|---|---|---|
| VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.40% | 4.27% | -0.89% | -4.71% | 1.03% | 3.83% | 3.99% | 7.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 01/28/1980 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/28/1980.
AR inception is since 01/28/1980.
| 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 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.56 | 4.27 | -0.89 | -4.71 | 1.03 | 3.83 | 3.99 | 7.55 | 0.40 | -2.75 | 9.30 | -25.61 | -4.46 | 11.15 | 20.41 | -6.28 | 11.95 | 7.83 | -2.19 | 18.19 | -5.85 | 11.66 | 17.19 | 10.72 | 8.74 | 2.30 | 3.75 | 2.86 | 5.15 | 8.95 | 6.27 | 13.25 | 9.54 | 11.76 | -6.23 | 9.22 | 13.76 | 1.16 | 26.41 | -5.31 | 14.45 | 9.80 | 20.92 | 6.15 | 15.19 | 9.73 | -1.19 | 14.36 | 21.66 | 14.67 | 6.98 | 28.68 | 8.55 | 7.45 |
| Sharpe Ratio | NA | -0.12 | -0.41 | -0.60 | -0.07 | NA | NA | 0.51 | -0.22 | -0.90 | 0.36 | -1.70 | -0.43 | 0.75 | 2.36 | -1.16 | 1.61 | 0.86 | -0.20 | 2.36 | -0.60 | 1.26 | 1.20 | 0.88 | 0.60 | 0.10 | 0.09 | -0.06 | 0.38 | 0.94 | 0.55 | 1.31 | 0.76 | 1.13 | -1.29 | 0.73 | 1.35 | -0.28 | 3.33 | -1.11 | 2.45 | 1.32 | 2.73 | 0.12 | 1.69 | 0.83 | -0.65 | 2.15 | 3.35 | 1.60 | 0.19 | 3.63 | -0.17 | 0.00 |
| Standard Deviation(%) | NA | 10.58 | 13.29 | 12.35 | 11.12 | NA | NA | 9.11 | 11.55 | 10.41 | 13.99 | 15.92 | 10.35 | 14.45 | 8.05 | 6.57 | 7.06 | 8.86 | 11.19 | 7.69 | 9.76 | 9.26 | 14.33 | 12.12 | 14.47 | 13.46 | 8.42 | 7.08 | 7.88 | 8.55 | 10.13 | 9.27 | 9.70 | 6.77 | 7.35 | 8.04 | 7.54 | 8.39 | 6.78 | 7.43 | 5.02 | 5.55 | 6.26 | 7.13 | 5.60 | 6.07 | 8.02 | 4.71 | 4.92 | 4.95 | 4.71 | 5.81 | 8.94 | 9.49 |
| Draw Down(%) | NA | 10.86 | 19.53 | 39.13 | 39.13 | NA | NA | 39.13 | 6.53 | 8.55 | 15.85 | 32.98 | 11.16 | 20.82 | 5.62 | 9.78 | 3.43 | 9.84 | 11.46 | 4.18 | 13.54 | 4.80 | 5.30 | 8.67 | 10.89 | 17.58 | 6.93 | 7.27 | 6.39 | 9.41 | 12.65 | 6.26 | 7.23 | 6.12 | 9.19 | 6.28 | 4.80 | 7.75 | 3.51 | 10.24 | 3.67 | 3.85 | 2.33 | 6.54 | 2.78 | 4.96 | 12.76 | 2.23 | 2.42 | 6.87 | 7.31 | 2.92 | 6.97 | 11.40 |
| Yield(%) | 0.00 | 3.78 | 3.82 | 2.94 | 4.12 | 5.46 | 5.14 | 8.19 | 0.00 | 4.71 | 4.70 | 3.23 | 2.90 | 3.39 | 5.70 | 3.91 | 5.82 | 6.23 | 5.77 | 6.42 | 5.37 | 6.03 | 6.52 | 5.87 | 6.10 | 5.61 | 5.62 | 5.48 | 5.41 | 5.69 | 5.83 | 6.47 | 6.57 | 7.13 | 6.65 | 8.49 | 7.89 | 8.14 | 7.82 | 7.48 | 10.02 | 9.46 | 8.81 | 8.67 | 9.41 | 9.48 | 8.86 | 10.48 | 12.84 | 12.77 | 11.57 | 13.19 | 11.88 | 10.42 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) |
-12.61%
Oct 2020 - Oct 2023 |
-4.37%
Jan 2020 - Jan 2025 |
0.57%
Jan 2015 - Jan 2025 |
3.89%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) |
19.81%
Oct 2008 - Oct 2011 |
18.42%
Sep 1981 - Sep 1986 |
13.87%
Sep 1981 - Sep 1991 |
12.39%
Jan 1981 - Jan 1996 |
Annualized Rolling Returns Comparison Chart