Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWNEX (VANGUARD WINDSOR FUND ADMIRAL SHARES) | 8.24% | 22.68% | 14.84% | 9.42% | 11.95% | 11.81% | 8.91% | … | … |
Data as of 06/04/2026, Common starting date is 11/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWNEX (VANGUARD WINDSOR FUND ADMIRAL SHARES) | 11/15/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 22.68 | 14.84 | 9.42 | 11.95 | 11.81 | 8.91 | … | … | 8.24 | 6.21 | 9.64 | 15.11 | -3.05 | 27.92 | 7.43 | 30.53 | -12.38 | 19.23 | 12.64 | -3.15 | 12.04 | 36.24 | 20.93 | -3.94 | 14.90 | 34.93 | -41.05 | -3.41 | 19.49 | 5.12 | 13.52 | 37.11 | -22.77 | 3.09 |
| Sharpe Ratio | NA | 1.58 | 0.83 | 0.44 | 0.54 | NA | NA | … | … | 1.21 | 0.18 | 0.53 | 0.85 | -0.21 | 1.87 | 0.18 | 2.13 | -0.86 | 2.32 | 0.73 | -0.19 | 0.96 | 2.84 | 1.46 | -0.16 | 0.74 | 1.12 | -0.97 | -0.40 | 1.51 | 0.29 | 1.07 | 2.15 | -0.92 | 1.68 |
| Standard Deviation(%) | NA | 12.28 | 13.89 | 15.86 | 19.09 | NA | NA | … | … | 13.07 | 18.60 | 11.39 | 13.59 | 21.53 | 14.91 | 40.50 | 13.63 | 16.05 | 8.05 | 17.11 | 16.56 | 12.46 | 12.76 | 14.46 | 25.61 | 20.07 | 30.98 | 43.37 | 16.32 | 10.72 | 10.01 | 11.73 | 16.95 | 26.05 | 16.57 |
| Draw Down(%) | NA | 7.89 | 17.79 | 18.07 | 40.13 | NA | NA | … | … | 7.89 | 16.03 | 7.78 | 11.75 | 18.07 | 6.92 | 40.13 | 8.02 | 22.67 | 3.72 | 15.69 | 14.82 | 9.91 | 5.16 | 12.28 | 23.82 | 18.06 | 28.23 | 53.83 | 14.47 | 9.39 | 7.10 | 8.36 | 14.41 | 37.30 | 5.39 |
| Yield(%) | 0.00 | 8.29 | 9.93 | 9.34 | 10.50 | 11.73 | 8.15 | … | … | 0.00 | 8.31 | 12.24 | 8.85 | 12.85 | 13.41 | 8.31 | 12.16 | 10.24 | 5.00 | 5.43 | 7.70 | 6.35 | 1.40 | 2.46 | 1.62 | 1.34 | 2.41 | 1.86 | 12.44 | 10.49 | 10.30 | 2.25 | 1.47 | 0.58 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWNEX (VANGUARD WINDSOR FUND ADMIRAL SHARES) |
-18.76%
Feb 2006 – Feb 2009 |
-8.65%
Feb 2004 – Feb 2009 |
2.50%
Dec 2001 – Dec 2011 |
5.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWNEX (VANGUARD WINDSOR FUND ADMIRAL SHARES) |
26.63%
Feb 2009 – Feb 2012 |
25.24%
Feb 2009 – Feb 2014 |
15.80%
Feb 2009 – Feb 2019 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart