Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) | 6.12% | 18.44% | 16.09% | 10.39% | 13.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) | 12/23/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 18.44 | 16.09 | 10.39 | 13.02 | NA | NA | … | … | 6.12 | 14.17 | 16.99 | 14.44 | -9.80 | 23.59 | 15.46 | 29.68 | -2.03 | 22.23 | 11.79 | -1.93 | 10.04 | 1.44 |
| Sharpe Ratio | NA | 1.54 | 1.05 | 0.55 | 0.70 | NA | NA | … | … | 1.08 | 0.74 | 1.32 | 0.95 | -0.55 | 1.96 | 0.47 | 2.44 | -0.22 | 3.20 | 1.01 | -0.14 | 0.94 | NA |
| Standard Deviation(%) | NA | 10.24 | 12.20 | 14.24 | 16.18 | NA | NA | … | … | 11.39 | 15.39 | 10.11 | 11.40 | 20.44 | 12.03 | 32.34 | 11.54 | 15.83 | 6.77 | 11.48 | 14.42 | 10.64 | NA |
| Draw Down(%) | NA | 8.28 | 14.95 | 20.42 | 31.70 | NA | NA | … | … | 8.28 | 14.95 | 5.00 | 9.60 | 20.42 | 5.44 | 31.70 | 5.28 | 17.42 | 2.64 | 7.34 | 12.09 | 7.29 | NA |
| Yield(%) | 0.00 | 1.30 | 1.98 | 1.94 | 3.07 | 2.62 | 1.96 | … | … | 0.00 | 1.81 | 1.96 | 2.09 | 1.72 | 1.89 | 1.81 | 2.16 | 1.98 | 2.24 | 2.38 | 2.25 | 2.13 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) |
6.08%
Sep 2019 – Sep 2022 |
7.24%
Mar 2015 – Mar 2020 |
10.88%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDADX (VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES) |
22.77%
Dec 2018 – Dec 2021 |
17.25%
Dec 2016 – Dec 2021 |
13.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart