Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHDYX (VANGUARD HIGH DIVIDEND YIELD INDEX FUND INVESTOR SHARES) | NA | 11.31% | 11.16% | 9.05% | 12.53% | NA | NA | … | … |
Data as of 11/11/2019, Common starting date is 11/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHDYX (VANGUARD HIGH DIVIDEND YIELD INDEX FUND INVESTOR SHARES) | 11/20/2006 | 11/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 11.31 | 11.16 | 9.05 | 12.53 | NA | NA | … | … | 19.84 | -5.96 | 16.37 | 16.75 | 0.30 | 13.38 | 30.13 | 12.59 | 10.35 | 14.02 | 17.52 | -32.51 | 1.54 | 2.35 |
| Sharpe Ratio | NA | 0.62 | 0.87 | 0.67 | 0.92 | NA | NA | … | … | 1.86 | -0.48 | 2.49 | 1.36 | 0.02 | 1.29 | 2.91 | 1.16 | 0.53 | 0.86 | 0.58 | -0.83 | -0.09 | 2.88 |
| Standard Deviation(%) | NA | 13.47 | 11.51 | 12.47 | 13.21 | NA | NA | … | … | 11.74 | 15.15 | 6.34 | 12.12 | 14.85 | 10.37 | 10.35 | 10.87 | 19.41 | 16.15 | 29.93 | 40.38 | 15.66 | 7.20 |
| Draw Down(%) | NA | 14.27 | 16.42 | 16.42 | 16.42 | NA | NA | … | … | 6.39 | 16.42 | 3.16 | 7.90 | 12.96 | 6.69 | 4.97 | 7.15 | 15.12 | 13.98 | 33.50 | 43.19 | 10.64 | 1.35 |
| Yield(%) | 0.00 | 3.22 | 3.46 | 3.40 | 5.01 | 2.95 | 2.22 | … | … | 2.57 | 3.00 | 3.05 | 3.27 | 3.06 | 3.01 | 3.37 | 3.39 | 3.01 | 2.72 | 3.26 | 2.73 | 2.49 | 0.00 |
Data as of 11/11/2019, Common starting date is 11/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHDYX (VANGUARD HIGH DIVIDEND YIELD INDEX FUND INVESTOR SHARES) |
-10.46%
Jun 2007 – Jun 2010 |
-0.62%
May 2007 – May 2012 |
6.64%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHDYX (VANGUARD HIGH DIVIDEND YIELD INDEX FUND INVESTOR SHARES) |
27.28%
Feb 2009 – Feb 2012 |
23.41%
Feb 2009 – Feb 2014 |
16.50%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart