Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWNFX (Vanguard Windsor II Fund) | 7.08% | 24.41% | 17.51% | 10.45% | 12.96% | 12.21% | 9.45% | … | … |
Data as of 06/02/2026, Common starting date is 05/15/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWNFX (Vanguard Windsor II Fund) | 05/15/1986 | 06/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 24.41 | 17.51 | 10.45 | 12.96 | 12.21 | 9.45 | … | … | 7.08 | 18.52 | 13.92 | 21.01 | -13.26 | 28.84 | 14.42 | 29.02 | -8.62 | 16.83 | 14.87 | -3.12 | 11.34 | 30.68 | 16.71 | 2.71 | 10.62 | 27.09 | -36.72 | 2.06 | 18.27 | 6.99 | 18.31 | 30.08 | -16.86 | -3.00 | 18.68 | -3.20 | 19.42 | 22.80 | 18.37 | 34.36 | -4.01 | 10.30 | 10.44 | 24.65 | -11.99 | 22.64 | 24.71 | -8.85 | 3.46 |
| Sharpe Ratio | NA | 1.98 | 1.10 | 0.50 | 0.63 | NA | NA | … | … | 1.16 | 0.94 | 0.93 | 1.38 | -0.66 | 2.16 | 0.39 | 2.21 | -0.64 | 2.26 | 0.87 | -0.20 | 1.02 | 2.82 | 1.32 | 0.11 | 0.58 | 1.00 | -0.93 | -0.07 | 1.67 | 0.49 | 1.74 | 1.98 | -0.80 | -0.37 | 0.72 | -0.30 | 0.67 | 1.12 | 1.21 | 3.89 | -0.78 | 0.88 | 0.89 | 1.52 | -1.23 | 1.36 | 1.34 | -0.49 | 0.11 |
| Standard Deviation(%) | NA | 11.04 | 13.29 | 15.61 | 18.02 | NA | NA | … | … | 12.25 | 16.65 | 11.04 | 12.67 | 22.47 | 13.35 | 36.37 | 12.46 | 15.70 | 7.17 | 16.91 | 15.46 | 11.09 | 10.88 | 12.73 | 23.33 | 18.17 | 27.01 | 40.54 | 15.60 | 8.93 | 9.60 | 9.98 | 14.84 | 22.47 | 15.14 | 20.07 | 21.83 | 23.93 | 17.07 | 12.09 | 7.81 | 9.13 | 9.25 | 8.87 | 13.58 | 14.18 | 12.31 | 14.77 | 26.33 | 13.65 |
| Draw Down(%) | NA | 7.86 | 16.16 | 22.72 | 37.44 | NA | NA | … | … | 7.86 | 16.16 | 6.81 | 9.82 | 22.72 | 5.17 | 37.44 | 7.20 | 19.76 | 3.42 | 11.49 | 13.03 | 8.65 | 4.96 | 10.15 | 19.65 | 17.36 | 28.41 | 48.12 | 11.53 | 6.48 | 5.99 | 5.66 | 12.65 | 30.90 | 19.99 | 13.66 | 24.10 | 18.59 | 11.29 | 8.16 | 5.29 | 8.67 | 4.83 | 5.16 | 8.98 | 21.33 | 10.21 | 6.50 | 30.61 | 9.55 |
| Yield(%) | 0.00 | 11.93 | 10.14 | 8.06 | 10.01 | 10.76 | 7.91 | … | … | 0.00 | 12.20 | 10.86 | 5.88 | 5.83 | 9.45 | 7.71 | 11.72 | 9.28 | 8.94 | 10.05 | 7.15 | 9.56 | 5.09 | 2.59 | 2.29 | 2.02 | 2.71 | 2.47 | 12.25 | 7.03 | 5.08 | 2.19 | 2.48 | 1.99 | 2.97 | 8.88 | 11.93 | 13.08 | 2.78 | 3.03 | 3.65 | 3.24 | 3.21 | 3.49 | 4.90 | 4.88 | 5.78 | 5.30 | 4.92 | 1.89 |
Data as of 06/02/2026, Common starting date is 05/15/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWNFX (Vanguard Windsor II Fund) |
-15.93%
Feb 2006 – Feb 2009 |
-5.94%
Feb 2004 – Feb 2009 |
-0.62%
Feb 1999 – Feb 2009 |
5.08%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWNFX (Vanguard Windsor II Fund) |
26.10%
Mar 1995 – Mar 1998 |
22.63%
Feb 2009 – Feb 2014 |
14.99%
Feb 2009 – Feb 2019 |
14.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart