Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 7.97% | 22.05% | 17.08% | 10.62% | 10.44% | 10.60% | 8.76% | … | … |
Data as of 06/05/2026, Common starting date is 06/27/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 06/27/1988 | 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 22.05 | 17.08 | 10.62 | 10.44 | 10.60 | 8.76 | … | … | 7.97 | 17.14 | 14.80 | 7.66 | -0.16 | 25.41 | 2.98 | 23.06 | -12.41 | 16.99 | 13.54 | -2.55 | 7.74 | 26.55 | 13.50 | 10.63 | 14.89 | 17.16 | -30.90 | 4.77 | 20.63 | 4.37 | 13.54 | 25.15 | -15.67 | -2.35 | 13.49 | -0.19 | 17.34 | 31.17 | 17.39 | 37.34 | -1.59 | 14.65 | 9.18 | 25.38 | -11.92 | 26.50 | 6.85 |
| Sharpe Ratio | NA | 2.07 | 1.17 | 0.61 | 0.54 | NA | NA | … | … | 1.88 | 0.95 | 1.05 | 0.33 | -0.09 | 2.09 | 0.08 | 1.98 | -0.84 | 2.59 | 1.08 | -0.17 | 0.75 | 2.43 | 1.20 | 0.53 | 0.91 | 0.62 | -0.80 | 0.10 | 1.95 | 0.21 | 1.22 | 1.62 | -0.74 | -0.33 | 0.56 | -0.26 | 0.92 | 1.94 | 1.39 | 5.00 | -0.54 | 1.67 | 0.86 | 1.76 | -1.29 | 2.01 | 0.84 |
| Standard Deviation(%) | NA | 10.25 | 12.40 | 13.91 | 16.55 | NA | NA | … | … | 11.11 | 15.05 | 10.62 | 12.27 | 18.65 | 12.18 | 34.64 | 10.92 | 16.58 | 6.33 | 12.39 | 14.96 | 10.33 | 10.92 | 11.27 | 20.01 | 16.28 | 27.53 | 39.48 | 15.63 | 8.88 | 10.06 | 10.30 | 15.09 | 22.59 | 14.85 | 16.57 | 13.66 | 15.16 | 14.08 | 9.77 | 6.68 | 8.64 | 7.46 | 7.70 | 12.12 | 13.42 | 10.23 | 9.99 |
| Draw Down(%) | NA | 7.15 | 13.39 | 15.16 | 35.26 | NA | NA | … | … | 7.15 | 13.39 | 6.43 | 10.06 | 15.16 | 4.76 | 35.26 | 5.87 | 21.83 | 2.45 | 8.25 | 12.77 | 7.56 | 5.20 | 8.09 | 15.51 | 13.38 | 31.40 | 42.19 | 9.55 | 5.78 | 6.53 | 6.32 | 14.80 | 29.99 | 16.51 | 14.30 | 12.21 | 14.10 | 8.21 | 5.33 | 1.90 | 10.14 | 3.32 | 4.57 | 5.49 | 21.76 | 5.32 | 4.48 |
| Yield(%) | 0.00 | 11.19 | 10.36 | 8.55 | 7.62 | 8.59 | 7.09 | … | … | 0.62 | 11.54 | 10.12 | 7.86 | 7.94 | 8.97 | 2.76 | 3.14 | 2.67 | 2.78 | 3.07 | 2.80 | 2.85 | 3.02 | 3.08 | 2.97 | 2.91 | 3.36 | 3.51 | 8.29 | 9.21 | 7.45 | 7.94 | 5.18 | 2.11 | 4.59 | 7.70 | 6.16 | 6.57 | 8.54 | 7.27 | 6.00 | 4.90 | 8.74 | 4.75 | 7.16 | 6.13 | 6.81 | 2.89 |
Data as of 06/05/2026, Common starting date is 06/27/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) |
-13.50%
Feb 2006 – Feb 2009 |
-4.92%
Feb 2004 – Feb 2009 |
-0.36%
Feb 1999 – Feb 2009 |
5.65%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) |
28.87%
Mar 1995 – Mar 1998 |
22.69%
Jun 1994 – Jun 1999 |
16.56%
Oct 1990 – Oct 2000 |
12.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart