Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
VWNDX (VANGUARD WINDSOR FUND INVESTOR SHARES) | -4.48% | -7.25% | -4.18% | 5.22% | 3.56% | 6.83% | 5.59% | 9.05% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VWNDX (VANGUARD WINDSOR FUND INVESTOR SHARES) | 04/28/1980 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/28/1980.
AR inception is since 04/28/1980.
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 (%) | 4.71 | -7.25 | -4.18 | 5.22 | 3.56 | 6.83 | 5.59 | 9.05 | -4.48 | -0.50 | 8.05 | -14.92 | 15.90 | 0.75 | 30.39 | -12.48 | 15.90 | 12.49 | -3.23 | 11.95 | 36.09 | 20.77 | -3.99 | 14.82 | 34.73 | -41.12 | -3.52 | 19.38 | 4.98 | 13.36 | 37.01 | -22.25 | 5.73 | 15.66 | 11.60 | 0.79 | 21.92 | 26.24 | 30.16 | -0.11 | 19.95 | 15.86 | 28.63 | -15.50 | 14.93 | 20.54 | 1.41 | 1.31 | 21.34 | 14.97 | 19.36 | 10.74 | 1.16 | 18.70 |
Sharpe Ratio | NA | -0.65 | -0.42 | 0.15 | 0.09 | NA | NA | 0.32 | -0.67 | -0.42 | 0.26 | -0.64 | 0.85 | 0.01 | 2.12 | -0.86 | 1.85 | 0.72 | -0.20 | 0.96 | 2.83 | 1.44 | -0.16 | 0.74 | 1.12 | -0.97 | -0.40 | 1.51 | 0.28 | 1.05 | 2.13 | -0.89 | 0.18 | 0.59 | 0.54 | -0.12 | 1.22 | 2.33 | 2.93 | -0.31 | 2.28 | 1.42 | 1.75 | -1.29 | 0.81 | 0.95 | -0.11 | -0.15 | 1.87 | 0.81 | 0.98 | 0.18 | -0.54 | 1.41 |
Standard Deviation(%) | NA | 20.97 | 20.33 | 21.04 | 20.94 | NA | NA | 18.54 | 24.76 | 16.75 | 14.59 | 25.56 | 18.67 | 41.05 | 13.65 | 16.04 | 8.30 | 17.12 | 16.55 | 12.47 | 12.75 | 14.48 | 25.66 | 20.00 | 31.00 | 43.34 | 16.32 | 10.70 | 9.99 | 11.82 | 17.01 | 26.14 | 19.52 | 19.63 | 15.41 | 21.08 | 15.00 | 9.68 | 8.97 | 9.76 | 7.82 | 9.39 | 14.17 | 16.08 | 11.40 | 16.58 | 24.14 | 19.20 | 8.64 | 10.08 | 13.48 | 17.69 | 16.27 | 15.10 |
Draw Down(%) | NA | 25.32 | 25.32 | 26.91 | 40.12 | NA | NA | 61.48 | 16.02 | 16.21 | 11.79 | 20.00 | 13.46 | 40.12 | 8.01 | 22.74 | 3.70 | 15.72 | 14.84 | 9.92 | 5.17 | 12.30 | 23.88 | 18.06 | 28.24 | 53.85 | 14.52 | 9.43 | 7.13 | 8.46 | 14.38 | 37.34 | 22.18 | 14.68 | 17.34 | 30.94 | 10.22 | 7.73 | 6.40 | 9.20 | 3.88 | 7.77 | 8.24 | 28.11 | 12.26 | 8.58 | 29.10 | 20.66 | 5.21 | 6.85 | 11.65 | 11.68 | 18.18 | 14.07 |
Yield(%) | 0.00 | 2.08 | 1.68 | 2.34 | 4.31 | 5.91 | 5.20 | 11.66 | 0.00 | 2.12 | 2.02 | 1.42 | 1.79 | 1.84 | 12.04 | 10.14 | 1.78 | 5.31 | 7.60 | 6.22 | 1.27 | 2.34 | 1.52 | 1.24 | 2.30 | 1.75 | 12.31 | 10.37 | 10.18 | 2.14 | 1.33 | 1.09 | 3.39 | 14.20 | 13.84 | 8.67 | 19.32 | 11.88 | 14.50 | 9.35 | 9.93 | 7.41 | 13.76 | 7.75 | 12.34 | 2.61 | 21.75 | 5.87 | 6.28 | 6.49 | 6.78 | 6.23 | 6.59 | 6.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VWNDX (VANGUARD WINDSOR FUND INVESTOR SHARES) |
-18.85%
Feb 2006 - Feb 2009 |
-8.75%
Feb 2004 - Feb 2009 |
-0.20%
Feb 1999 - Feb 2009 |
4.30%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VWNDX (VANGUARD WINDSOR FUND INVESTOR SHARES) |
27.72%
Mar 1995 - Mar 1998 |
25.11%
Feb 2009 - Feb 2014 |
17.47%
Oct 1990 - Oct 2000 |
15.60%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart