All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2006-11-16💬 to Thu 2026-09-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+251.68%
+6.55%/yr |
+8.08%/yr
R2=0.911 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VFIAX × |
+373.05%
+8.16%/yr |
+9.85%/yr
R2=0.930 |
||||
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | ||||||
| VWENX × |
+200.43%
+5.71%/yr |
+6.47%/yr
R2=0.939 |
||||
| Vanguard Wellington Fund Admiral Shares Mutual Fund | ||||||
| VWNEX × |
+209.90%
+5.87%/yr |
+7.87%/yr
R2=0.881 |
||||
| Vanguard Windsor Fund Admiral Shares Mutual Fund | ||||||
| Thu 2006-11-16💬 to Thu 2026-09-10 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2006-11-16 |
$35,168.12
2026-09-10 |
| VFIAX × |
$10,000.00
2006-11-16 |
$47,304.95
2026-09-10 |
| VWENX × |
$10,000.00
2006-11-16 |
$30,042.63
2026-09-10 |
| VWNEX × |
$10,000.00
2006-11-16 |
$30,989.66
2026-09-10 |
| YTD | YoY | |
|---|---|---|
| VYM × | +11.03% | +13.94% |
| VFIAX × | +8.02% | +13.67% |
| VWENX × | +2.22% | +6.69% |
| VWNEX × | +10.41% | +16.07% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−3.38%
on 2026-09-10 from 2026-08-13 peak |
−57.72%
on 2009-03-05 from 2007-10-09 peak |
| VFIAX × |
−2.81%
on 2026-09-10 from 2026-08-13 peak |
−55.99%
on 2009-03-09 from 2007-10-09 peak |
| VWENX × |
−2.30%
on 2026-09-10 from 2026-08-07 peak |
−37.14%
on 2009-03-09 from 2007-10-09 peak |
| VWNEX × |
−3.62%
on 2026-09-10 from 2026-08-14 peak |
−62.12%
on 2009-03-05 from 2007-07-19 peak |
| Period ending Thu 2026-09-10 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +13.94% |
+28.92% +13.54%/yr |
+50.76% +14.67%/yr |
+44.98% +7.71%/yr |
+120.09% +8.21%/yr |
| VFIAX × | +13.67% |
+32.93% +15.29%/yr |
+62.14% +17.48%/yr |
+49.01% +8.30%/yr |
+201.41% +11.66%/yr |
| VWENX × | +6.69% |
+20.41% +9.73%/yr |
+38.13% +11.37%/yr |
+18.49% +3.45%/yr |
+86.80% +6.45%/yr |
| VWNEX × | +16.07% |
+23.12% +10.96%/yr |
+39.63% +11.77%/yr |
+37.31% +6.55%/yr |
+130.37% +8.70%/yr |
| Year | VYM | VFIAX | VWENX | VWNEX |
|---|---|---|---|---|
| 2026 (YTD) | +11.03% | +8.02% | +2.22% | +10.41% |
| 2025 | +12.42% | +14.76% | +13.60% | +10.47% |
| 2024 | +14.30% | +21.47% | +11.60% | +6.57% |
| 2023 | +3.14% | +22.15% | +10.69% | +11.38% |
| 2022 | −6.49% | −23.13% | −19.51% | −8.94% |
| 2021 | +17.90% | +20.20% | +11.26% | +19.51% |
| 2020 | −0.21% | +16.73% | +9.17% | +6.00% |
| 2019 | +21.29% | +28.52% | +19.87% | +27.61% |
| 2018 | −7.68% | −6.24% | −5.16% | −14.02% |
| 2017 | +14.01% | +19.26% | +12.44% | +16.76% |
| 2016 | +14.66% | +9.67% | +8.84% | +10.35% |
| 2015 | −0.45% | +0.61% | −0.60% | −3.85% |
| 2014 | +12.69% | +12.80% | +9.09% | +11.20% |
| 2013 | +28.15% | +30.37% | +18.01% | +34.23% |
| 2012 | +10.77% | +13.99% | +10.74% | +18.87% |
| 2011 | +7.36% | −0.87% | +0.97% | −6.71% |
| 2010 | +12.54% | +13.35% | +9.40% | +13.21% |
| 2009 | +14.08% | +23.30% | +19.15% | +31.36% |
| 2008 | −31.98% | −37.03% | −22.31% | −41.10% |
| 2007 | −2.62% | +1.33% | +4.18% | −7.19% |
| 2006 | +2.75% | +12.91% | +12.27% | +16.56% |
| 2005 | — | +1.39% | +3.44% | +1.62% |
| 2004 | — | +8.10% | +9.36% | +10.71% |
| 2003 | — | +26.71% | +18.63% | +34.58% |
| 2002 | — | −23.93% | −8.96% | −23.98% |
| 2001 | — | −13.32% | +1.04% | +7.88% |
| 2000 | — | −2.09% | — | — |