Historical Returns
The return data shown below all have the same latest date: 01/08/2025.
AR inception is since 12/31/1992.
AR inception is since 12/31/1992.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr Ar | 15Yr Ar | 20Yr Ar |
---|---|---|---|---|---|---|---|
P Vanguard 500 VBINX Sensible Withdraw 4% No Extra Withdrawal | 0.33% | 8.43% | -0.22% | 3.86% | 3.90% | 4.65% | 3.25% |
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.64% | 25.78% | 9.74% | 14.44% | 13.04% | 13.59% | 10.37% |
VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 0.25% | 11.24% | 2.20% | 6.03% | 6.99% | 8.26% | 7.06% |
Ticker/Portfolio | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | P Vanguard 50...ithdrawal | 0.25 | 8.43 | -0.22 | 3.86 | 3.90 | 4.65 | 3.25 | 3.01 | 0.33 | 11.80 | 22.41 | -14.35 | 17.81 | 20.50 | 26.80 | 0.75 | 18.47 | 13.23 | 4.45 | 14.49 | 23.61 | 16.93 | 9.17 | 18.98 | 27.01 | -18.94 | 10.53 | 15.78 | 9.02 | 13.97 | 25.64 | -5.87 | 0.58 | 1.26 | 13.23 | 17.73 | 21.97 | 13.65 | 29.63 | -1.09 | 5.82 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | 0.86 | 25.78 | 9.74 | 14.44 | 13.04 | 13.59 | 10.37 | 10.51 | 0.64 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
VBINX (VANGUA...R SHARES) | 0.33 | 11.24 | 2.20 | 6.03 | 6.99 | 8.26 | 7.06 | 8.03 | 0.25 | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Sharpe Ratio | P Vanguard 50...ithdrawal | NA | 18.70 | -16.02 | 31.17 | 49.12 | NA | NA | 43.66 | 2.12 | 52.01 | 184.06 | -94.80 | 197.47 | 97.18 | 321.82 | -5.42 | 316.54 | 147.57 | 45.41 | 181.49 | 299.02 | 208.22 | 63.41 | 164.38 | 154.46 | -83.41 | 74.71 | 158.46 | 87.12 | 161.62 | 243.22 | -47.81 | -13.30 | -19.18 | 87.17 | 120.04 | 166.01 | 106.13 | 368.82 | -47.27 | 51.81 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 152.48 | 43.71 | 58.72 | 67.35 | NA | NA | 45.86 | 255.80 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
VBINX (VANGUA...R SHARES) | NA | 58.95 | -3.85 | 28.16 | 51.31 | NA | NA | 58.04 | 269.92 | 41.44 | 111.33 | -119.10 | 142.11 | 71.50 | 285.34 | -43.90 | 329.21 | 107.95 | 3.85 | 147.07 | 261.51 | 154.65 | 30.31 | 123.20 | 121.00 | -98.17 | 34.78 | 117.15 | 38.04 | 137.91 | 204.46 | -76.83 | -43.65 | -30.73 | 108.09 | 137.09 | 174.84 | 120.29 | 454.07 | -66.00 | 157.21 | 574.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Standard Deviation(%) | P Vanguard 50...ithdrawal | NA | 9.98 | 12.56 | 14.08 | 11.67 | NA | NA | 11.76 | 8.96 | 10.02 | 9.86 | 16.59 | 9.01 | 20.86 | 7.89 | 10.32 | 5.64 | 8.83 | 9.74 | 7.98 | 7.88 | 8.11 | 14.42 | 11.49 | 17.42 | 23.81 | 10.09 | 7.90 | 7.86 | 8.06 | 10.26 | 14.59 | 13.15 | 14.74 | 11.48 | 12.00 | 11.11 | 9.56 | 6.99 | 8.56 | 7.22 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 12.90 | 17.38 | 21.45 | 17.87 | NA | NA | 18.02 | 14.03 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
VBINX (VANGUA...R SHARES) | NA | 9.35 | 11.95 | 13.68 | 11.10 | NA | NA | 10.98 | 9.31 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Draw Down(%) | P Vanguard 50...ithdrawal | NA | 9.54 | 20.27 | 23.94 | 23.94 | NA | NA | 41.65 | 0.80 | 9.47 | 8.27 | 21.37 | 3.67 | 22.78 | 3.62 | 11.95 | 3.85 | 5.99 | 7.27 | 4.53 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 6.25 | 4.77 | 4.87 | 5.49 | 7.07 | 18.12 | 15.92 | 10.46 | 7.94 | 12.72 | 7.48 | 7.28 | 5.70 | 11.54 | 6.24 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 8.45 | 22.14 | 33.83 | 33.83 | NA | NA | 55.25 | 2.46 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
VBINX (VANGUA...R SHARES) | NA | 7.08 | 18.68 | 23.05 | 23.05 | NA | NA | 35.97 | 1.82 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Yield(%) | P Vanguard 50...ithdrawal | NA | 4.77 | 3.55 | 3.27 | 2.65 | NA | NA | 2.15 | NA | 0.98 | 4.83 | 2.20 | 3.47 | 2.89 | 2.63 | 2.09 | 2.05 | 2.13 | 1.94 | 1.95 | 1.95 | 2.20 | 2.23 | 2.47 | 3.08 | 2.79 | 3.12 | 3.03 | 2.77 | 2.77 | 2.86 | 2.94 | 3.36 | 3.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
VBINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
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Rolling Returns
From 12/31/1992 to 01/08/2025, the worst annualized return of 3-year rolling returns is -11.34%.
From 12/31/1992 to 01/08/2025, the worst annualized return of 5-year rolling returns is -6.07%.
From 12/31/1992 to 01/08/2025, the worst annualized return of 10-year rolling returns is -3.43%.