Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEIRX (VANGUARD EQUITY INCOME FUND ADMIRAL SHARES) | 8.02% | 11.82% | 13.78% | 8.77% | 10.81% | 11.58% | 9.51% | … | … |
Data as of 06/05/2026, Common starting date is 08/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEIRX (VANGUARD EQUITY INCOME FUND ADMIRAL SHARES) | 08/13/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 11.82 | 13.78 | 8.77 | 10.81 | 11.58 | 9.51 | … | … | 8.02 | 7.32 | 14.91 | 7.76 | -0.08 | 25.49 | 3.08 | 25.34 | -5.68 | 18.50 | 14.83 | 0.90 | 11.46 | 30.19 | 13.58 | 10.69 | 14.99 | 17.26 | -30.81 | 4.90 | 20.77 | 4.52 | 13.06 | 20.06 | -16.80 | -4.80 |
| Sharpe Ratio | NA | 0.81 | 0.84 | 0.46 | 0.56 | NA | NA | … | … | 1.88 | 0.26 | 1.06 | 0.34 | -0.08 | 2.09 | 0.08 | 2.21 | -0.48 | 2.85 | 1.18 | 0.06 | 1.10 | 2.90 | 1.21 | 0.53 | 0.92 | 0.62 | -0.80 | 0.11 | 1.96 | 0.22 | 1.17 | 1.26 | -0.79 | -0.86 |
| Standard Deviation(%) | NA | 13.36 | 13.35 | 14.42 | 16.57 | NA | NA | … | … | 11.11 | 17.31 | 10.61 | 12.27 | 18.64 | 12.19 | 34.65 | 10.79 | 14.64 | 6.29 | 12.40 | 14.94 | 10.38 | 10.41 | 11.27 | 19.98 | 16.26 | 27.49 | 39.48 | 15.61 | 8.88 | 10.07 | 10.30 | 15.37 | 22.66 | 16.53 |
| Draw Down(%) | NA | 10.31 | 13.36 | 15.12 | 35.26 | NA | NA | … | … | 7.13 | 13.36 | 6.42 | 10.05 | 15.12 | 4.78 | 35.26 | 5.87 | 15.83 | 2.44 | 8.25 | 12.74 | 7.53 | 5.18 | 8.08 | 15.50 | 13.34 | 31.35 | 42.13 | 9.56 | 5.81 | 6.49 | 6.82 | 14.80 | 30.46 | 13.76 |
| Yield(%) | 0.00 | 1.88 | 6.98 | 6.80 | 7.67 | 9.56 | 7.76 | … | … | 0.64 | 1.93 | 10.22 | 7.95 | 8.03 | 9.08 | 2.84 | 5.32 | 9.31 | 4.23 | 4.33 | 6.15 | 6.39 | 6.36 | 3.18 | 3.06 | 2.99 | 3.47 | 3.62 | 8.41 | 9.36 | 7.59 | 7.49 | 0.60 | 1.01 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIRX (VANGUARD EQUITY INCOME FUND ADMIRAL SHARES) |
-13.38%
Feb 2006 – Feb 2009 |
-4.89%
Feb 2004 – Feb 2009 |
3.33%
Sep 2001 – Sep 2011 |
7.19%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIRX (VANGUARD EQUITY INCOME FUND ADMIRAL SHARES) |
26.78%
Feb 2009 – Feb 2012 |
23.36%
Feb 2009 – Feb 2014 |
16.35%
Feb 2009 – Feb 2019 |
14.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart