Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWNAX (VANGUARD WINDSOR II FUND ADMIRAL SHARES) | 6.06% | 22.57% | 17.38% | 10.25% | 12.79% | 12.27% | 9.50% | … | … |
Data as of 06/05/2026, Common starting date is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWNAX (VANGUARD WINDSOR II 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 (%) | -0.57 | 22.57 | 17.38 | 10.25 | 12.79 | 12.27 | 9.50 | … | … | 6.06 | 18.64 | 13.99 | 21.10 | -13.18 | 28.95 | 14.49 | 29.16 | -8.57 | 16.92 | 13.51 | -3.04 | 11.43 | 30.79 | 16.79 | 2.79 | 10.70 | 27.21 | -36.65 | 2.17 | 18.37 | 7.15 | 18.44 | 30.22 | -18.71 | -11.25 |
| Sharpe Ratio | NA | 1.97 | 1.12 | 0.51 | 0.63 | NA | NA | … | … | 1.20 | 0.95 | 0.94 | 1.39 | -0.65 | 2.17 | 0.39 | 2.22 | -0.64 | 2.27 | 0.90 | -0.20 | 1.03 | 2.83 | 1.33 | 0.12 | 0.58 | 1.00 | -0.93 | -0.06 | 1.68 | 0.51 | 1.75 | 1.98 | -0.88 | -1.38 |
| Standard Deviation(%) | NA | 11.03 | 13.28 | 15.60 | 17.83 | NA | NA | … | … | 12.20 | 16.64 | 11.05 | 12.68 | 22.47 | 13.35 | 36.37 | 12.48 | 15.70 | 7.19 | 14.75 | 15.46 | 11.09 | 10.86 | 12.72 | 23.33 | 18.17 | 27.03 | 40.46 | 15.54 | 8.96 | 9.57 | 9.99 | 14.87 | 22.52 | 14.32 |
| Draw Down(%) | NA | 7.85 | 16.15 | 22.70 | 37.42 | NA | NA | … | … | 7.85 | 16.15 | 6.81 | 9.79 | 22.70 | 5.16 | 37.42 | 7.20 | 19.73 | 3.41 | 11.49 | 13.02 | 8.63 | 4.95 | 10.16 | 19.62 | 17.35 | 28.42 | 48.08 | 11.51 | 6.48 | 5.99 | 5.65 | 12.66 | 31.59 | 20.77 |
| Yield(%) | 0.00 | 11.95 | 10.28 | 8.11 | 9.96 | 10.96 | 8.05 | … | … | 0.00 | 12.30 | 10.95 | 5.97 | 5.91 | 9.55 | 7.78 | 11.82 | 9.36 | 9.03 | 8.67 | 7.23 | 9.65 | 5.19 | 2.69 | 2.37 | 2.09 | 2.82 | 2.56 | 12.36 | 7.15 | 5.22 | 2.30 | 2.60 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| VWNAX (VANGUARD WINDSOR II FUND ADMIRAL SHARES) |
-15.86%
Feb 2006 – Feb 2009 |
-5.84%
Feb 2004 – Feb 2009 |
3.19%
Sep 2001 – Sep 2011 |
5.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWNAX (VANGUARD WINDSOR II FUND ADMIRAL SHARES) |
25.14%
Feb 2009 – Feb 2012 |
22.73%
Feb 2009 – Feb 2014 |
14.94%
Feb 2009 – Feb 2019 |
14.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart