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

Total Real Returns

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

VFH real return snapshot: after CPI-U inflation, VFH returned +5.20% over the past year and +2.44% YTD, with dividends reinvested. Since Jan. 30, 2004, VFH is up +149.76% in real purchasing-power return, or +4.10%/yr, and is currently −2.10% below its real total-return high on Sep. 3, 2026.

Data ending Thu Nov. 12, 2026

Growth of $10,000

Fri 2004-01-30💬 to Thu 2026-11-12 Overall
Return
Exponential
Trendline
VFH
×
+149.76%
+4.10%/yr
+4.86%/yr
R2=0.518
Vanguard Financials Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2004-01-30💬 to Thu 2026-11-12 Start
Value
End
Value
VFH
×
$10,000.00
2004-01-30
$24,976.09
2026-11-12

This Year’s Performance

through 2026-11-12

  YTD YoY
VFH
×
+2.44% +5.20%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VFH
×
−2.10%
on 2026-11-12
from 2026-09-03 peak
−79.50%
on 2009-03-06
from 2007-02-20 peak

Rolling Returns

Period ending Thu 2026-11-12 1 yr 2 yr 3 yr 5 yr 10 yr
VFH
×
+5.20% +11.23%
+5.46%/yr
+65.18%
+18.21%/yr
+27.53%
+4.98%/yr
+124.47%
+8.42%/yr

Annual Returns

Year VFH
2026 (YTD) +2.44%
2025 +11.92%
2024 +26.78%
2023 +10.47%
2022 −17.64%
2021 +26.33%
2020 −3.28%
2019 +28.63%
2018 −15.14%
2017 +17.51%
2016 +22.33%
2015 −1.29%
2014 +13.24%
2013 +30.87%
2012 +24.07%
2011 −16.77%
2010 +13.12%
2009 +11.31%
2008 −48.94%
2007 −20.85%
2006 +16.51%
2005 +2.55%
2004 +7.25%