Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | -4.28% | 2.06% | 3.40% | 8.79% | 8.19% | 10.01% | 8.82% | 8.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 09/23/1992 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 09/23/1992.
AR inception is since 09/23/1992.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 2.06 | 3.40 | 8.79 | 8.19 | 10.01 | 8.82 | 8.32 | -4.28 | 7.85 | 7.45 | -8.78 | 19.96 | 10.67 | 30.94 | -0.85 | 16.09 | 7.49 | 2.72 | 11.85 | 31.53 | 10.39 | 9.43 | 11.42 | 21.74 | -25.57 | 7.00 | 19.58 | 4.23 | 11.02 | 29.20 | -23.76 | -19.45 | 18.77 | -2.96 | 21.83 | 25.09 | 5.28 | 34.03 | -8.55 | 15.06 | 4.92 |
| Sharpe Ratio | NA | -0.43 | -0.17 | 0.40 | 0.40 | NA | NA | 0.41 | -0.87 | 0.14 | 0.31 | -0.53 | 1.71 | 0.32 | 2.78 | -0.15 | 2.32 | 0.62 | 0.19 | 1.16 | 3.22 | 0.96 | 0.49 | 0.77 | 0.97 | -0.76 | 0.28 | 1.81 | 0.21 | 0.97 | 1.81 | -1.03 | -1.31 | 0.94 | -0.57 | 1.68 | 2.37 | 0.20 | 4.54 | -1.25 | 1.84 | 2.96 |
| Standard Deviation(%) | NA | 14.63 | 14.45 | 14.50 | 15.94 | NA | NA | 15.30 | 22.36 | 8.80 | 10.43 | 19.14 | 11.63 | 32.22 | 10.64 | 14.43 | 6.70 | 11.69 | 14.46 | 10.24 | 9.77 | 10.87 | 19.12 | 14.72 | 22.21 | 34.73 | 14.13 | 9.05 | 9.72 | 10.34 | 15.79 | 24.24 | 16.84 | 15.59 | 10.87 | 11.04 | 9.07 | 8.66 | 6.65 | 9.17 | 7.02 | 5.79 |
| Draw Down(%) | NA | 16.37 | 16.37 | 20.58 | 33.00 | NA | NA | 45.23 | 14.68 | 5.80 | 9.33 | 18.26 | 5.07 | 33.00 | 4.55 | 14.86 | 3.12 | 6.95 | 10.34 | 6.27 | 4.99 | 7.72 | 15.34 | 12.78 | 22.17 | 36.52 | 8.44 | 6.79 | 5.82 | 6.96 | 14.39 | 34.11 | 23.96 | 7.63 | 9.05 | 7.45 | 6.69 | 7.84 | 2.37 | 11.34 | 6.48 | 2.71 |
| Yield(%) | 0.00 | 10.38 | 4.76 | 4.65 | 5.11 | 6.90 | 6.62 | 7.57 | 0.00 | 10.61 | 1.79 | 1.51 | 1.76 | 1.75 | 5.90 | 7.09 | 2.66 | 3.04 | 5.54 | 3.72 | 2.88 | 2.36 | 2.16 | 2.05 | 2.56 | 1.76 | 2.62 | 2.06 | 1.99 | 1.98 | 2.10 | 2.58 | 5.09 | 8.93 | 10.37 | 10.68 | 6.79 | 4.56 | 5.62 | 6.15 | 8.76 | 2.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) |
-13.69%
Mar 2000 - Mar 2003 |
-5.59%
Mar 1998 - Mar 2003 |
-1.06%
Feb 1999 - Feb 2009 |
3.87%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) |
22.31%
Feb 2009 - Feb 2012 |
20.41%
Feb 2009 - Feb 2014 |
14.76%
Feb 2009 - Feb 2019 |
13.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart