Performance Comparison
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