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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VDAIX (VANGUARD DIVIDEND APPRECIATION INDEX FUND INVESTOR SHARES) NA 15.42% 14.89% 10.49% 12.08% NA NA 9.10%
Data as of 11/11/2019, AR inception is 04/27/2006
More Performance Analytics Comparison
Name Start Date End Date
VDAIX (VANGUARD DIVIDEND APPRECIATION INDEX FUND INVESTOR SHARES) 04/27/2006 11/11/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.40 15.42 14.89 10.49 12.08 NA NA 9.10 24.53 -2.13 21.50 11.23 -2.05 9.99 28.85 11.49 6.05 14.72 19.13 -26.57 5.47 8.40
Sharpe Ratio NA 0.86 1.15 0.79 0.87 NA NA 0.47 2.25 -0.22 3.07 0.97 -0.14 0.94 2.73 1.00 0.28 0.95 0.80 -0.78 0.17 0.97
Standard Deviation(%) NA 14.28 11.99 12.48 13.49 NA NA 16.92 12.16 15.81 6.83 11.32 14.39 10.60 10.56 11.59 21.23 15.37 23.88 34.90 14.70 9.51
Draw Down(%) NA 14.79 17.43 17.43 17.43 NA NA 46.70 5.29 17.43 2.81 7.33 12.14 7.27 5.47 7.51 16.94 12.95 25.68 37.40 8.43 6.08
Yield(%) 0.00 1.90 2.12 2.08 3.10 2.32 1.74 2.68 1.50 1.91 1.58 1.79 2.14 2.02 2.18 2.44 2.10 2.25 2.25 1.74 1.51 1.03
Data as of 11/11/2019, AR inception is 04/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VDAIX (VANGUARD DIVIDEND APPRECIATION INDEX FUND INVESTOR SHARES) -6.00%
Jun 2007 - Jun 2010
0.92%
Sep 2006 - Sep 2011
6.63%
Oct 2006 - Oct 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VDAIX (VANGUARD DIVIDEND APPRECIATION INDEX FUND INVESTOR SHARES) 22.84%
Feb 2009 - Feb 2012
20.25%
Feb 2009 - Feb 2014
14.88%
Feb 2009 - Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart