All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VFAIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

VFAIX real return snapshot: after CPI-U inflation, VFAIX returned +7.68% over the past year and +2.06% YTD, with dividends reinvested. Since Jan. 30, 2004, VFAIX is up +147.81% in real purchasing-power return, or +4.12%/yr, and is currently −0.98% below its real total-return high on Jan. 6, 2026.

Data ending Thu Jul. 16, 2026

Fri 2004-01-30💬 to Thu 2026-07-16 YTD
Return 		1 Year
Return
VFAIX × 		+2.06%
2026-07-16 		+7.68%
2026-07-16
Vanguard Financials Index Fund Admiral Shares Mutual Fund

Returns

Fri 2004-01-30💬 to Thu 2026-07-16 Overall
Return 		Exponential
Trendline
VFAIX × 		+147.81%
+4.12%/yr 		+4.72%/yr
(R2=0.495)
Vanguard Financials Index Fund Admiral Shares Mutual Fund

Growth of $10,000

Fri 2004-01-30💬 to Thu 2026-07-16 Start
Value 		End
Value
VFAIX × 		$10,000.00
2004-01-30 		$24,780.85
2026-07-16
Vanguard Financials Index Fund Admiral Shares Mutual Fund

Annual Returns

Year VFAIX
2026 (YTD) +2.06%
2025 +11.91%
2024 +26.80%
2023 +10.38%
2022 −17.59%
2021 +26.34%
2020 −3.46%
2019 +28.69%
2018 −15.09%
2017 +17.57%
2016 +22.16%
2015 −1.16%
2014 +13.10%
2013 +30.99%
2012 +24.18%
2011 −16.87%
2010 +13.09%
2009 +11.69%
2008 −49.19%
2007 −20.72%
2006 +16.29%
2005 +2.53%
2004 +7.16%

Drawdowns

Fri 2004-01-30💬 to Thu 2026-07-16 Current
Drawdown 		Worst
Drawdown
VFAIX × 		−0.98%
from 2026-01-06 peak 		−79.53%
2009-03-06
from 2007-02-20 peak
Vanguard Financials Index Fund Admiral Shares Mutual Fund

Rolling Returns

Period ending Thu 2026-07-16 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VFAIX × 		+7.68% +27.82%
+13.06%/yr 		+61.91%
+17.42%/yr 		+41.38%
+7.17%/yr 		+153.05%
+9.73%/yr
Vanguard Financials Index Fund Admiral Shares Mutual Fund