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 2026-09-10 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

Growth of $10,000 Summary

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

This Year’s Performance

through 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%

Drawdowns

  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

Rolling Returns

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

Annual Returns

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%