Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) | 0.36% | 9.58% | 11.04% | 14.28% | 11.29% | NA | NA | 11.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) | 12/23/2013 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/23/2013.
AR inception is since 12/23/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.01 | 9.58 | 11.04 | 14.28 | 11.29 | NA | NA | 11.38 | 0.36 | 16.47 | 14.44 | -9.80 | 23.59 | 15.46 | 29.68 | -2.03 | 22.23 | 11.79 | -1.93 | 10.04 | 1.44 |
| Sharpe Ratio | NA | 0.07 | 0.39 | 0.68 | 0.56 | NA | NA | 0.58 | -0.36 | 0.98 | 0.90 | -0.55 | 1.96 | 0.47 | 2.45 | -0.21 | 3.21 | 1.01 | -0.14 | 0.94 | NA |
| Standard Deviation(%) | NA | 15.62 | 15.14 | 15.18 | 16.50 | NA | NA | 15.95 | 22.11 | 10.10 | 11.40 | 20.44 | 12.03 | 32.34 | 11.54 | 15.83 | 6.77 | 11.48 | 14.42 | 10.64 | NA |
| Draw Down(%) | NA | 15.36 | 15.36 | 20.42 | 31.70 | NA | NA | 31.70 | 15.36 | 5.00 | 9.60 | 20.42 | 5.44 | 31.70 | 5.28 | 17.42 | 2.64 | 7.34 | 12.09 | 7.29 | NA |
| Yield(%) | 0.00 | 0.95 | 1.75 | 2.38 | 2.80 | 2.23 | 1.67 | 3.03 | 0.00 | 1.45 | 2.09 | 1.72 | 1.89 | 1.81 | 2.16 | 1.98 | 2.24 | 2.38 | 2.25 | 2.13 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) |
6.08%
Sep 2019 - Sep 2022 |
7.24%
Mar 2015 - Mar 2020 |
10.88%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) |
22.77%
Dec 2018 - Dec 2021 |
17.25%
Dec 2016 - Dec 2021 |
12.11%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart