Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGENX (VANGUARD ENERGY FUND INVESTOR SHARES) | 19.74% | 33.81% | 21.44% | 17.94% | 7.44% | 4.08% | 4.74% | … | … |
Data as of 06/05/2026, Common starting date is 03/05/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGENX (VANGUARD ENERGY FUND INVESTOR SHARES) | 03/05/1985 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 33.81 | 21.44 | 17.94 | 7.44 | 4.08 | 4.74 | … | … | 19.74 | 20.67 | 10.67 | 8.78 | 23.59 | 27.71 | -30.85 | 13.23 | -17.19 | 3.22 | 33.06 | -21.50 | -14.33 | 18.11 | 2.63 | -1.70 | 13.45 | 38.36 | -42.76 | 36.89 | 19.72 | 44.53 | 36.65 | 33.85 | -0.72 | -2.45 | 36.55 | 21.02 | -20.53 | 14.81 | 34.00 | 25.32 | -1.63 | 27.09 | 5.62 | 0.28 | -1.37 | 43.45 | 21.37 | 5.11 | 12.10 | 2.46 |
| Sharpe Ratio | NA | 2.46 | 1.29 | 0.93 | 0.26 | NA | NA | … | … | 3.19 | 1.21 | 0.60 | 0.32 | 0.93 | 1.72 | -0.63 | 0.68 | -0.89 | 0.20 | 1.30 | -0.85 | -0.79 | 1.33 | 0.14 | -0.06 | 0.55 | 1.01 | -0.73 | 1.55 | 0.74 | 2.00 | 2.31 | 2.59 | -0.08 | -0.21 | 1.23 | 0.77 | -1.02 | 0.69 | 2.67 | 2.28 | -0.42 | 2.14 | 0.24 | -0.30 | -0.55 | 3.50 | 1.30 | 0.03 | 0.55 | -0.21 |
| Standard Deviation(%) | NA | 12.15 | 13.83 | 16.95 | 22.65 | NA | NA | … | … | 15.08 | 14.70 | 11.72 | 16.35 | 24.04 | 16.14 | 48.97 | 17.22 | 20.93 | 13.13 | 25.18 | 25.33 | 18.07 | 13.60 | 18.94 | 31.27 | 24.17 | 37.74 | 60.08 | 21.87 | 22.19 | 21.09 | 15.44 | 12.77 | 24.31 | 24.10 | 26.27 | 22.97 | 23.55 | 15.96 | 11.27 | 9.36 | 11.12 | 11.58 | 12.68 | 12.07 | 12.50 | 10.72 | 12.63 | 26.26 | 14.05 | 11.29 |
| Draw Down(%) | NA | 5.71 | 12.30 | 19.72 | 61.19 | NA | NA | … | … | 5.71 | 12.30 | 9.01 | 9.20 | 19.72 | 9.45 | 54.67 | 17.21 | 29.90 | 13.96 | 14.15 | 30.21 | 31.35 | 7.81 | 21.03 | 30.42 | 19.23 | 25.40 | 61.53 | 14.32 | 17.68 | 14.26 | 6.19 | 7.98 | 24.63 | 27.89 | 12.49 | 16.53 | 32.72 | 16.16 | 7.51 | 10.78 | 12.36 | 14.54 | 8.30 | 14.96 | 13.64 | 6.04 | 8.42 | 32.95 | 12.94 | 9.49 |
| Yield(%) | 0.00 | 8.88 | 11.64 | 10.08 | 5.29 | 3.78 | 4.34 | … | … | 3.62 | 5.38 | 17.57 | 7.13 | 5.42 | 4.49 | 2.93 | 3.55 | 2.35 | 2.93 | 2.41 | 2.00 | 6.28 | 4.18 | 3.83 | 5.69 | 5.04 | 2.05 | 4.49 | 8.75 | 4.23 | 4.55 | 2.40 | 4.79 | 7.86 | 6.93 | 8.20 | 1.90 | 3.21 | 7.35 | 3.69 | 4.08 | 3.50 | 12.66 | 4.11 | 6.13 | 8.65 | 8.17 | 3.82 | 18.14 | 4.22 | 1.35 |
Data as of 06/05/2026, Common starting date is 03/05/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGENX (VANGUARD ENERGY FUND INVESTOR SHARES) |
-17.04%
Oct 2017 – Oct 2020 |
-9.55%
Mar 2015 – Mar 2020 |
-3.96%
Feb 2011 – Feb 2021 |
-1.17%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGENX (VANGUARD ENERGY FUND INVESTOR SHARES) |
45.65%
Apr 2003 – Apr 2006 |
35.30%
Oct 2002 – Oct 2007 |
21.83%
Aug 1998 – Aug 2008 |
18.82%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart