Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGIAX (VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES) | 6.87% | 24.78% | 21.90% | 13.32% | 15.06% | 14.51% | 10.94% | … | … |
Data as of 06/05/2026, Common starting date is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGIAX (VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES) | 05/16/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 24.78 | 21.90 | 13.32 | 15.06 | 14.51 | 10.94 | … | … | 6.87 | 19.26 | 25.84 | 24.83 | -17.18 | 28.87 | 18.04 | 29.77 | -4.61 | 20.84 | 12.12 | 2.12 | 14.33 | 32.75 | 17.04 | 2.55 | 14.77 | 22.62 | -37.63 | 2.51 | 14.24 | 6.01 | 11.28 | 30.71 | -21.73 | -9.27 |
| Sharpe Ratio | NA | 1.71 | 1.21 | 0.63 | 0.74 | NA | NA | … | … | 0.97 | 0.87 | 1.64 | 1.62 | -0.78 | 2.18 | 0.51 | 2.24 | -0.35 | 2.87 | 0.91 | 0.14 | 1.26 | 2.93 | 1.36 | 0.11 | 0.81 | 0.84 | -0.93 | -0.04 | 1.01 | 0.34 | 0.91 | 1.78 | -0.88 | -0.93 |
| Standard Deviation(%) | NA | 12.92 | 15.35 | 17.15 | 18.29 | NA | NA | … | … | 14.64 | 18.91 | 13.57 | 13.16 | 23.99 | 13.24 | 34.65 | 12.64 | 17.41 | 7.06 | 13.15 | 15.37 | 11.37 | 11.15 | 12.56 | 23.01 | 18.18 | 26.89 | 41.46 | 16.33 | 10.76 | 10.88 | 11.36 | 16.86 | 25.93 | 18.01 |
| Draw Down(%) | NA | 9.73 | 19.66 | 23.30 | 34.33 | NA | NA | … | … | 9.73 | 19.66 | 9.59 | 9.28 | 23.30 | 5.29 | 34.33 | 7.12 | 19.86 | 2.75 | 10.47 | 11.32 | 7.69 | 5.53 | 9.77 | 18.81 | 15.15 | 27.38 | 48.78 | 11.41 | 8.67 | 7.55 | 7.57 | 13.03 | 31.49 | 25.87 |
| Yield(%) | 0.00 | 11.29 | 12.08 | 10.29 | 11.86 | 14.00 | 9.86 | … | … | 0.00 | 11.54 | 13.29 | 10.04 | 7.35 | 17.24 | 7.26 | 5.21 | 7.06 | 6.64 | 7.46 | 7.32 | 8.52 | 2.04 | 2.46 | 1.97 | 1.98 | 2.11 | 1.88 | 13.12 | 1.93 | 1.80 | 1.67 | 1.94 | 1.22 | 1.01 |
Data as of 06/05/2026, Common starting date is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIAX (VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES) |
-16.52%
Feb 2006 – Feb 2009 |
-7.40%
Feb 2004 – Feb 2009 |
2.25%
Jun 2001 – Jun 2011 |
5.60%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIAX (VANGUARD GROWTH AND INCOME FUND ADMIRAL SHARES) |
25.44%
Dec 2018 – Dec 2021 |
22.65%
Feb 2009 – Feb 2014 |
16.65%
Sep 2011 – Sep 2021 |
15.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart