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VWNDX: VANGUARD WINDSOR FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 23.8 0.34(1.45%) June 04
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/26/1979 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 8.22% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/1979 |
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 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 8.2 | 22.6 | 15.3 | 9.5 | 11.9 | 11.6 | 8.7 | 10.5 | 13.3 | 9.5 | 15.0 | -3.1 | 27.8 | 7.4 | 30.4 | -12.5 | 19.1 | 12.5 | -3.2 | 11.9 | 36.1 | 20.8 | -4.0 | 14.8 | 34.7 | -41.1 | -3.5 | 19.4 | 5.0 | 13.4 | 37.0 | -22.3 | 5.7 | 18.2 | 13.7 | 1.7 | 21.9 | 26.2 | 30.2 | -0.1 | 20.1 | 16.5 | 28.6 | -15.5 | 14.9 | 28.7 | 1.4 | 1.2 | 21.3 | 14.9 | 19.5 | 10.7 | 1.2 | 13.6 | 0.3 |
| Sharpe Ratio | NA | 1.18 | 1.61 | 0.82 | 0.43 | 0.53 | NA | NA | 0.4 | 0.61 | 0.52 | 0.83 | -0.21 | 1.86 | 0.18 | 2.12 | -0.87 | 2.3 | 0.72 | -0.2 | 0.96 | 2.82 | 1.44 | -0.16 | 0.74 | 1.12 | -0.97 | -0.41 | 1.5 | 0.27 | 1.05 | 2.13 | -0.9 | 0.17 | 0.47 | 0.42 | -0.07 | 1.21 | 2.32 | 2.92 | -0.33 | 1.27 | 1.49 | 1.78 | -1.31 | 0.79 | 1.58 | -0.12 | -0.16 | 1.83 | 0.77 | 0.98 | 0.16 | -0.57 | 0.33 | 6.43 |
| Draw Down(%) | NA | 7.9 | 7.9 | 17.8 | 18.1 | 40.1 | NA | NA | 61.5 | 16.0 | 7.8 | 11.8 | 18.1 | 6.9 | 40.1 | 8.0 | 22.7 | 3.7 | 15.7 | 14.8 | 9.9 | 5.2 | 12.3 | 23.9 | 18.1 | 28.2 | 53.9 | 14.5 | 9.4 | 7.1 | 8.5 | 14.4 | 37.3 | 22.2 | 15.2 | 20.9 | 30.9 | 10.2 | 7.7 | 6.4 | 9.2 | 8.8 | 7.8 | 8.2 | 28.1 | 12.3 | 6.0 | 29.1 | 20.7 | 5.2 | 6.8 | 11.7 | 11.7 | 18.2 | 16.8 | 0.1 |
| Standard Deviation(%) | NA | 13.1 | 12.3 | 13.9 | 15.9 | 19.1 | NA | NA | 18.7 | 17.2 | 11.4 | 13.7 | 21.5 | 14.9 | 40.3 | 13.6 | 16.0 | 8.1 | 17.1 | 16.5 | 12.5 | 12.8 | 14.5 | 25.7 | 20.0 | 31.0 | 43.3 | 16.3 | 10.7 | 10.0 | 11.8 | 17.0 | 26.1 | 19.5 | 29.7 | 24.7 | 25.4 | 15.0 | 9.7 | 9.0 | 9.7 | 14.1 | 9.3 | 13.8 | 16.0 | 11.4 | 15.0 | 24.1 | 19.2 | 8.7 | 10.2 | 13.4 | 17.7 | 16.3 | 15.1 | 3.3 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.11 | 0.06 | 0.09 | NA | NA | 0.07 | 0.09 | 0.06 | 0.1 | -0.04 | 0.25 | 0.07 | 0.25 | -0.14 | 0.17 | 0.1 | -0.03 | 0.11 | 0.33 | 0.19 | -0.04 | 0.14 | 0.36 | -0.43 | -0.07 | 0.15 | 0.03 | 0.12 | 0.37 | -0.25 | 0.04 | 0.13 | 0.13 | -0.02 | 0.22 | 0.3 | 0.27 | -0.04 | 0.21 | -0.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | -0.01 | 0.02 | 0.0 | -0.03 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.05 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.07 | 0.05 | 0.02 | -0.05 | -0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.1 | 1.08 | 1.09 | 1.08 | NA | NA | 1.01 | 1.11 | 1.04 | 1.1 | 1.11 | 1.13 | 1.07 | 1.14 | 0.99 | 1.07 | 1.24 | 1.05 | 1.1 | 1.1 | 1.11 | 1.07 | 1.08 | 0.97 | 0.98 | 0.93 | 1.06 | 0.9 | 1.05 | 0.97 | 0.94 | 0.92 | 1.1 | 0.78 | 1.08 | 0.84 | 0.74 | 0.96 | 0.87 | 0.84 | -0.38 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.82 | 0.9 | 0.92 | 0.91 | NA | NA | 0.69 | 0.93 | 0.9 | 0.92 | 0.94 | 0.94 | 0.91 | 0.93 | 0.95 | 0.87 | 0.93 | 0.96 | 0.92 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.94 | 0.88 | 0.91 | 0.9 | 0.95 | 0.96 | 0.91 | 0.48 | 0.28 | 0.66 | 0.87 | 0.76 | 0.72 | 0.8 | 0.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 8.2 | 9.8 | 9.2 | 10.4 | 11.6 | 8.0 | N/A | 8.2 | 12.1 | 8.7 | 12.8 | 13.3 | 8.2 | 12.0 | 10.1 | 4.9 | 5.3 | 7.6 | 6.2 | 1.3 | 2.3 | 1.5 | 1.2 | 2.3 | 1.8 | 12.3 | 10.4 | 10.2 | 2.1 | 1.3 | 1.1 | 3.4 | 14.2 | 13.8 | 8.7 | 19.3 | 11.9 | 14.5 | 9.4 | 9.9 | 7.4 | 13.8 | 7.8 | 12.3 | 10.3 | 21.8 | 5.9 | 6.3 | 6.5 | 6.7 | 6.2 | 6.6 | 6.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -34.5 | -20.4 | 43.0 | 144.2 | 29.6 | 3.0 | N/A | -34.5 | 47.8 | -43.2 | 12.4 | 56.3 | -19.4 | -8.0 | 135.5 | 1.2 | -38.4 | 30.1 | 538.8 | -35.7 | 47.3 | 37.1 | -29.4 | -21.0 | -88.2 | 27.3 | -0.8 | 424.1 | 110.9 | -2.9 | -66.7 | -75.9 | -2.3 | 46.6 | -53.8 | 83.9 | -5.4 | 41.5 | 3.2 | 44.8 | -38.3 | 33.0 | -33.8 | 35.6 | -61.7 | 262.4 | 7.6 | 3.9 | 8.6 | 12.9 | -10.1 | 16.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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