Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFAIX (VANGUARD FINANCIALS INDEX FUND ADMIRAL SHARES) | -3.87% | 5.77% | 19.80% | 8.40% | 12.42% | 12.11% | 6.19% | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFAIX (VANGUARD FINANCIALS INDEX FUND ADMIRAL SHARES) | 02/04/2004 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 5.77 | 19.80 | 8.40 | 12.42 | 12.11 | 6.19 | … | … | -3.87 | 14.90 | 30.46 | 14.07 | -12.26 | 35.23 | -2.15 | 31.63 | -13.46 | 20.06 | 24.68 | -0.44 | 13.95 | 32.96 | 26.34 | -14.39 | 14.79 | 14.76 | -49.12 | -17.47 | 17.52 | 4.12 | 8.19 |
| Sharpe Ratio | NA | 0.14 | 1.00 | 0.30 | 0.47 | NA | NA | … | … | -0.84 | 0.61 | 1.79 | 0.59 | -0.55 | 1.85 | -0.05 | 1.98 | -0.80 | 1.51 | 1.36 | -0.03 | 1.16 | 2.42 | 1.60 | -0.44 | 0.59 | 0.25 | -0.75 | -0.92 | 1.26 | 0.16 | 0.68 |
| Standard Deviation(%) | NA | 14.74 | 16.78 | 19.33 | 22.70 | NA | NA | … | … | 16.47 | 19.93 | 14.96 | 17.66 | 24.99 | 19.03 | 47.06 | 15.27 | 18.71 | 12.93 | 17.95 | 16.50 | 12.06 | 13.62 | 16.54 | 33.04 | 24.91 | 59.27 | 66.90 | 22.48 | 11.22 | 11.35 | 11.86 |
| Draw Down(%) | NA | 14.72 | 17.31 | 25.71 | 44.37 | NA | NA | … | … | 14.72 | 17.31 | 7.41 | 17.22 | 25.71 | 8.20 | 44.37 | 9.07 | 24.45 | 8.63 | 16.67 | 12.25 | 6.65 | 6.87 | 14.44 | 31.87 | 20.05 | 47.90 | 63.15 | 23.40 | 7.35 | 9.21 | 10.44 |
| Yield(%) | 0.00 | 1.58 | 2.55 | 2.07 | 3.43 | 4.42 | 2.15 | … | … | 0.28 | 1.76 | 2.24 | 2.31 | 1.95 | 2.52 | 2.10 | 2.77 | 1.95 | 1.80 | 2.04 | 1.95 | 2.09 | 2.31 | 2.56 | 1.66 | 1.47 | 1.88 | 2.56 | 2.24 | 0.75 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFAIX (VANGUARD FINANCIALS INDEX FUND ADMIRAL SHARES) |
-32.84%
Feb 2006 – Feb 2009 |
-16.93%
Mar 2004 – Mar 2009 |
-0.89%
Feb 2006 – Feb 2016 |
2.02%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFAIX (VANGUARD FINANCIALS INDEX FUND ADMIRAL SHARES) |
25.85%
Feb 2009 – Feb 2012 |
24.44%
Feb 2009 – Feb 2014 |
17.33%
Feb 2009 – Feb 2019 |
14.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart