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 Thu 2026-08-20 Overall
Return
Exponential
Trendline
VYM
×
+257.23%
+6.66%/yr
+8.07%/yr
R2=0.910
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VFIAX
×
+376.91%
+8.23%/yr
+9.84%/yr
R2=0.929
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VWENX
×
+202.77%
+5.77%/yr
+6.47%/yr
R2=0.939
Vanguard Wellington Fund Admiral Shares Mutual Fund
VWNEX
×
+216.63%
+6.01%/yr
+7.87%/yr
R2=0.880
Vanguard Windsor Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Thu 2006-11-16💬 to Thu 2026-08-20 Start
Value
End
Value
VYM
×
$10,000.00
2006-11-16
$35,723.18
2026-08-20
VFIAX
×
$10,000.00
2006-11-16
$47,691.36
2026-08-20
VWENX
×
$10,000.00
2006-11-16
$30,277.11
2026-08-20
VWNEX
×
$10,000.00
2006-11-16
$31,662.76
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
VYM
×
+12.04% +18.19%
VFIAX
×
+8.90% +16.93%
VWENX
×
+3.02% +9.77%
VWNEX
×
+11.92% +19.68%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VYM
×
−1.87%
on 2026-08-20
from 2026-08-13 peak
−57.72%
on 2009-03-05
from 2007-10-09 peak
VFIAX
×
−2.04%
on 2026-08-20
from 2026-08-13 peak
−55.99%
on 2009-03-09
from 2007-10-09 peak
VWENX
×
−1.54%
on 2026-08-20
from 2026-08-07 peak
−37.14%
on 2009-03-09
from 2007-10-09 peak
VWNEX
×
−1.55%
on 2026-08-20
from 2026-08-14 peak
−62.12%
on 2009-03-05
from 2007-07-19 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
VYM
×
+18.19% +31.19%
+14.54%/yr
+52.85%
+15.19%/yr
+45.20%
+7.74%/yr
+118.95%
+8.15%/yr
VFIAX
×
+16.93% +31.58%
+14.71%/yr
+66.50%
+18.52%/yr
+50.67%
+8.54%/yr
+196.05%
+11.46%/yr
VWENX
×
+9.77% +19.80%
+9.45%/yr
+40.73%
+12.06%/yr
+19.54%
+3.63%/yr
+85.55%
+6.38%/yr
VWNEX
×
+19.68% +24.70%
+11.67%/yr
+41.84%
+12.36%/yr
+39.71%
+6.92%/yr
+131.04%
+8.73%/yr

Annual Returns

Year VYM VFIAX VWENX VWNEX
2026 (YTD) +12.04% +8.90% +3.02% +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% +9.36% +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%