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VWNEX: VANGUARD WINDSOR FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 79.37 0.87(1.08%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 11/15/2001 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 8.33% |
| Expenses | 0.38% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -0.0 | 7.1 | 21.5 | 14.2 | 9.3 | 11.9 | 11.6 | 8.9 | 8.5 | 6.2 | 9.6 | 15.1 | -3.0 | 27.9 | 7.4 | 30.5 | -12.4 | 19.2 | 12.6 | -3.1 | 12.0 | 36.2 | 20.9 | -3.9 | 14.9 | 34.9 | -41.0 | -3.4 | 19.5 | 5.1 | 13.5 | 37.1 | -22.8 | 3.1 |
| Sharpe Ratio | NA | 1.21 | 1.58 | 0.83 | 0.44 | 0.54 | NA | NA | 0.36 | 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 | -0.4 | 1.51 | 0.29 | 1.07 | 2.15 | -0.92 | 1.68 |
| Draw Down(%) | NA | 7.9 | 7.9 | 17.8 | 18.1 | 40.1 | NA | NA | 61.4 | 16.0 | 7.8 | 11.7 | 18.1 | 6.9 | 40.1 | 8.0 | 22.7 | 3.7 | 15.7 | 14.8 | 9.9 | 5.2 | 12.3 | 23.8 | 18.1 | 28.2 | 53.8 | 14.5 | 9.4 | 7.1 | 8.4 | 14.4 | 37.3 | 5.4 |
| Standard Deviation(%) | NA | 13.1 | 12.3 | 13.9 | 15.9 | 19.1 | NA | NA | 20.3 | 18.6 | 11.4 | 13.6 | 21.5 | 14.9 | 40.5 | 13.6 | 16.0 | 8.0 | 17.1 | 16.6 | 12.5 | 12.8 | 14.5 | 25.6 | 20.1 | 31.0 | 43.4 | 16.3 | 10.7 | 10.0 | 11.7 | 17.0 | 26.0 | 16.6 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.11 | 0.06 | 0.09 | NA | NA | 0.07 | 0.03 | 0.06 | 0.11 | -0.04 | 0.25 | 0.06 | 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 | 0.38 | -0.26 | 0.3 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.04 | -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 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | 0.07 |
| Beta | NA | 1.02 | 1.1 | 1.08 | 1.09 | 1.1 | NA | NA | 1.03 | 1.12 | 1.04 | 1.1 | 1.11 | 1.13 | 1.11 | 1.14 | 0.99 | 1.07 | 1.24 | 1.05 | 1.1 | 1.1 | 1.11 | 1.06 | 1.08 | 0.97 | 0.98 | 0.93 | 1.06 | 0.9 | 1.04 | 0.97 | 0.93 | 0.91 |
| RSquared | NA | 0.76 | 0.82 | 0.9 | 0.92 | 0.94 | NA | NA | 0.95 | 0.82 | 0.9 | 0.92 | 0.94 | 0.94 | 0.96 | 0.93 | 0.95 | 0.88 | 0.93 | 0.96 | 0.92 | 0.93 | 0.95 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.88 | 0.91 | 0.9 | 0.95 | 0.96 | 0.76 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 12.2 | 8.9 | 12.9 | 13.4 | 8.3 | 12.2 | 10.2 | 5.0 | 5.4 | 7.7 | 6.4 | 1.4 | 2.5 | 1.6 | 1.3 | 2.4 | 1.9 | 12.4 | 10.5 | 10.3 | 2.3 | 1.5 | 0.6 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -34.2 | 47.3 | -42.9 | 12.2 | 56.2 | -19.3 | -8.1 | 132.9 | 1.2 | -37.9 | 29.1 | 489.6 | -32.4 | 45.2 | 35.7 | -27.7 | -21.8 | -87.6 | 27.3 | -0.8 | 404.4 | 101.6 | 100.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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