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

Total Real Returns

VYM vs. VFIAX vs. VWENX vs. VWNEX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2006-11-16💬 to Fri 2026-10-30 Overall
Return
Exponential
Trendline
VYM
×
+254.99%
+6.56%/yr
+8.09%/yr
R2=0.913
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VFIAX
×
+369.13%
+8.05%/yr
+9.88%/yr
R2=0.931
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VWENX
×
+198.77%
+5.64%/yr
+6.47%/yr
R2=0.940
Vanguard Wellington Fund Admiral Shares Mutual Fund
VWNEX
×
+216.62%
+5.95%/yr
+7.88%/yr
R2=0.883
Vanguard Windsor Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Thu 2006-11-16💬 to Fri 2026-10-30 Start
Value
End
Value
VYM
×
$10,000.00
2006-11-16
$35,499.33
2026-10-30
VFIAX
×
$10,000.00
2006-11-16
$46,912.94
2026-10-30
VWENX
×
$10,000.00
2006-11-16
$29,877.44
2026-10-30
VWNEX
×
$10,000.00
2006-11-16
$31,661.51
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
VYM
×
+11.34% +14.35%
VFIAX
×
+7.12% +7.87%
VWENX
×
+1.66% +3.03%
VWNEX
×
+11.92% +17.30%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VYM
×
−2.47%
on 2026-10-30
from 2026-08-13 peak
−57.72%
on 2009-03-05
from 2007-10-09 peak
VFIAX
×
−3.62%
on 2026-10-30
from 2026-08-13 peak
−55.99%
on 2009-03-09
from 2007-10-09 peak
VWENX
×
−2.83%
on 2026-10-30
from 2026-08-07 peak
−37.14%
on 2009-03-09
from 2007-10-09 peak
VWNEX
×
−1.53%
on 2026-10-30
from 2026-08-14 peak
−62.12%
on 2009-03-05
from 2007-07-19 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
VYM
×
+14.35% +25.25%
+11.91%/yr
+62.08%
+17.47%/yr
+42.65%
+7.36%/yr
+123.08%
+8.35%/yr
VFIAX
×
+7.87% +24.71%
+11.67%/yr
+71.99%
+19.81%/yr
+44.23%
+7.60%/yr
+199.27%
+11.58%/yr
VWENX
×
+3.03% +16.42%
+7.90%/yr
+43.75%
+12.86%/yr
+17.05%
+3.20%/yr
+86.38%
+6.42%/yr
VWNEX
×
+17.30% +21.43%
+10.19%/yr
+52.35%
+15.07%/yr
+35.61%
+6.28%/yr
+135.31%
+8.93%/yr

Annual Returns

Year VYM VFIAX VWENX VWNEX
2026 (YTD) +11.34% +7.12% +1.66% +11.92%
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% +9.35% +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% — —