Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) | 13.35% | 22.63% | 9.50% | 10.44% | 10.48% | 10.75% | 8.71% | 9.93% |
Data as of 07/25/2025, AR inception is 02/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) | 02/03/2004 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 22.63 | 9.50 | 10.44 | 10.48 | 10.75 | 8.71 | 9.93 | 13.35 | 23.03 | -7.48 | 1.13 | 17.34 | -0.90 | 24.95 | 4.45 | 12.50 | 17.51 | -4.83 | 26.94 | 14.98 | 1.94 | 18.92 | 6.95 | 11.43 | -28.09 | 17.08 | 21.54 | 13.11 | 20.09 |
| Sharpe Ratio | NA | 1.16 | 0.34 | 0.46 | 0.48 | NA | NA | 0.46 | 1.22 | 1.27 | -0.64 | -0.01 | 1.17 | -0.03 | 2.06 | 0.21 | 1.25 | 1.12 | -0.29 | 2.04 | 1.22 | 0.20 | 1.09 | 0.45 | 0.53 | -0.78 | 0.80 | 1.68 | 0.77 | 1.87 |
| Standard Deviation(%) | NA | 16.75 | 17.99 | 17.45 | 19.25 | NA | NA | 18.55 | 18.06 | 15.27 | 17.66 | 21.18 | 14.74 | 38.72 | 11.37 | 14.84 | 9.54 | 15.45 | 16.96 | 13.22 | 12.29 | 9.69 | 17.30 | 15.17 | 21.24 | 37.21 | 17.59 | 10.83 | 14.17 | 11.35 |
| Draw Down(%) | NA | 10.14 | 25.18 | 25.18 | 36.21 | NA | NA | 46.29 | 7.96 | 9.64 | 20.59 | 20.12 | 8.45 | 36.21 | 5.51 | 9.75 | 6.91 | 11.54 | 16.14 | 9.24 | 11.14 | 9.32 | 12.19 | 9.14 | 25.07 | 39.33 | 11.65 | 6.32 | 11.81 | 8.44 |
| Yield(%) | 0.00 | 3.29 | 3.18 | 3.56 | 4.54 | 5.82 | 5.09 | 6.64 | 1.49 | 3.55 | 3.11 | 2.95 | 3.16 | 3.08 | 3.49 | 3.29 | 3.48 | 3.64 | 3.32 | 3.77 | 4.09 | 3.98 | 3.94 | 3.89 | 3.93 | 2.69 | 2.79 | 3.27 | 1.68 | 3.13 |
Data as of 07/25/2025, AR inception is 02/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) |
-8.23%
May 2007 - May 2010 |
0.77%
Dec 2007 - Dec 2012 |
6.46%
Apr 2007 - Apr 2017 |
7.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) |
23.97%
Apr 2004 - Apr 2007 |
16.09%
Apr 2009 - Apr 2014 |
13.24%
Mar 2009 - Mar 2019 |
11.13%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart