Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCVSX (VANGUARD CONVERTIBLE SECURITIES FUND INVESTOR SHARES) | NA | 0.00% | -0.08% | 3.54% | 3.48% | 4.55% | 5.70% | 6.30% |
Data as of 04/05/2021, AR inception is 08/19/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCVSX (VANGUARD CONVERTIBLE SECURITIES FUND INVESTOR SHARES) | 08/19/1986 | 04/05/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -0.08 | 3.54 | 3.48 | 4.55 | 5.70 | 6.30 | 0.00 | 0.00 | 2.73 | -2.72 | 8.84 | 6.62 | -1.42 | 2.40 | 19.18 | 14.47 | -6.73 | 19.27 | 40.86 | -29.79 | 10.53 | 9.17 | 6.59 | 7.21 | 31.57 | -9.36 | -3.09 | 5.84 | 23.67 | 0.56 | 6.08 | 3.88 | 15.37 | -7.27 | 5.33 | 19.00 | 34.34 | -8.19 | 15.84 | 15.72 | -11.97 | 0.67 |
| Sharpe Ratio | NA | 0.00 | -0.25 | 0.55 | 0.43 | NA | NA | 0.38 | 0.00 | 0.00 | 3.77 | -0.58 | 1.84 | 0.88 | -0.21 | 0.35 | 3.02 | 1.95 | -0.52 | 1.59 | 3.23 | -1.56 | 0.84 | 0.78 | 0.61 | 0.90 | 3.93 | -0.99 | -0.40 | 0.06 | 1.62 | -0.24 | 0.19 | 0.02 | 1.65 | -1.65 | 0.32 | 2.22 | 3.35 | -1.47 | 1.59 | 1.84 | -1.19 | -0.39 |
| Standard Deviation(%) | NA | NA | 4.06 | 5.02 | 7.13 | NA | NA | 10.55 | NA | NA | 3.10 | 7.10 | 4.46 | 7.26 | 6.95 | 6.85 | 6.33 | 7.44 | 12.98 | 12.08 | 12.63 | 19.64 | 8.88 | 7.45 | 7.09 | 6.93 | 7.85 | 10.58 | 13.95 | 25.21 | 12.55 | 12.11 | 12.70 | 14.18 | 6.90 | 6.28 | 9.97 | 7.36 | 9.05 | 9.30 | 6.22 | 5.87 | 13.60 | 5.29 |
| Draw Down(%) | NA | 0.00 | 8.89 | 8.89 | 18.86 | NA | NA | 40.12 | 0.00 | 0.00 | 0.74 | 8.89 | 1.94 | 8.35 | 9.46 | 9.04 | 4.12 | 7.62 | 18.86 | 9.84 | 8.56 | 38.66 | 6.61 | 5.50 | 8.08 | 7.48 | 3.90 | 18.27 | 16.12 | 19.24 | 7.57 | 26.52 | 15.20 | 12.29 | 4.86 | 9.93 | 9.31 | 3.91 | 4.49 | 21.69 | 7.02 | 3.58 | 25.84 | 4.40 |
| Yield(%) | 0.00 | 0.00 | 3.28 | 3.30 | 4.64 | 5.21 | 6.05 | 6.82 | 0.00 | 0.00 | 0.00 | 10.22 | 3.22 | 1.39 | 3.07 | 9.86 | 10.88 | 7.30 | 5.11 | 11.85 | 5.07 | 2.84 | 10.04 | 7.48 | 5.69 | 6.64 | 3.98 | 3.92 | 4.31 | 9.22 | 4.39 | 4.57 | 4.66 | 4.02 | 5.14 | 4.30 | 4.51 | 5.10 | 6.59 | 5.95 | 6.45 | 7.09 | 5.76 | 2.63 |
Data as of 04/05/2021, AR inception is 08/19/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCVSX (VANGUARD CONVERTIBLE SECURITIES FUND INVESTOR SHARES) |
-7.46%
Feb 2006 - Feb 2009 |
-1.69%
Feb 2004 - Feb 2009 |
3.52%
Mar 1993 - Mar 2003 |
2.89%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCVSX (VANGUARD CONVERTIBLE SECURITIES FUND INVESTOR SHARES) |
26.13%
Oct 1990 - Oct 1993 |
17.60%
Feb 2009 - Feb 2014 |
11.57%
Sep 1990 - Sep 2000 |
8.94%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart