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 2026-10-02 Overall
Return
Exponential
Trendline
VYM
×
+241.21%
+6.37%/yr
+8.08%/yr
R2=0.911
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VFIAX
×
+380.54%
+8.22%/yr
+9.86%/yr
R2=0.931
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VWENX
×
+202.33%
+5.72%/yr
+6.47%/yr
R2=0.940
Vanguard Wellington Fund Admiral Shares Mutual Fund
VWNEX
×
+203.78%
+5.75%/yr
+7.88%/yr
R2=0.882
Vanguard Windsor Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Thu 2006-11-16💬 to Fri 2026-10-02 Start
Value
End
Value
VYM
×
$10,000.00
2006-11-16
$34,121.18
2026-10-02
VFIAX
×
$10,000.00
2006-11-16
$48,054.13
2026-10-02
VWENX
×
$10,000.00
2006-11-16
$30,232.89
2026-10-02
VWNEX
×
$10,000.00
2006-11-16
$30,377.74
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
VYM
×
+7.02% +9.97%
VFIAX
×
+9.73% +12.43%
VWENX
×
+2.87% +6.17%
VWNEX
×
+7.38% +13.16%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VYM
×
−6.26%
on 2026-10-02
from 2026-08-13 peak
−57.72%
on 2009-03-05
from 2007-10-09 peak
VFIAX
×
−1.27%
on 2026-10-02
from 2026-08-13 peak
−55.99%
on 2009-03-09
from 2007-10-09 peak
VWENX
×
−1.68%
on 2026-10-02
from 2026-08-07 peak
−37.14%
on 2009-03-09
from 2007-10-09 peak
VWNEX
×
−5.52%
on 2026-10-02
from 2026-08-14 peak
−62.12%
on 2009-03-05
from 2007-07-19 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
VYM
×
+9.97% +20.70%
+9.87%/yr
+52.38%
+15.07%/yr
+41.08%
+7.13%/yr
+111.03%
+7.75%/yr
VFIAX
×
+12.43% +30.02%
+14.03%/yr
+71.39%
+19.67%/yr
+55.13%
+9.18%/yr
+200.65%
+11.64%/yr
VWENX
×
+6.17% +18.26%
+8.75%/yr
+43.75%
+12.86%/yr
+21.47%
+3.97%/yr
+86.17%
+6.41%/yr
VWNEX
×
+13.16% +17.14%
+8.23%/yr
+42.35%
+12.49%/yr
+34.62%
+6.13%/yr
+121.82%
+8.29%/yr

Annual Returns

Year VYM VFIAX VWENX VWNEX
2026 (YTD) +7.02% +9.73% +2.87% +7.38%
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% — —