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Nasdaq - Delayed Quote USD
Vanguard Equity Income Fund (VEIRX)
89.82
-0.19
(-0.21%)
As of 8:09:00 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.77% |
| 5y Average Return | 16.52% |
| Number of Years Up | 20 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 31, 2025) | 30.19% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 30.19% |
| Worst 3Y Total Return | 6.85% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VEIRX
Category
- YTD
- 5.13%
- 4.44%
- 1-Month
- 0.99%
- -4.04%
- 3-Month
- 0.20%
- 4.09%
- 1-Year
- 18.52%
- 14.37%
- 3-Year
- 9.82%
- 6.04%
- 5-Year
- 13.73%
- 9.20%
- 10-Year
- 10.45%
- 8.57%
- Last Bull Market
- 15.73%
- 22.97%
- Last Bear Market
- -8.36%
- -11.27%
Annual Total Return (%) History
Year
VEIRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.81% | -0.68% | 8.35% | -0.74% |
| 2023 | -2.10% | 3.06% | -2.00% | 8.99% |
| 2022 | 1.14% | -8.36% | -5.30% | 13.92% |
| 2021 | 10.07% | 5.27% | -0.25% | 8.70% |
| 2020 | -23.06% | 12.67% | 5.15% | 13.15% |
| 2019 | 11.11% | 3.43% | 2.26% | 6.67% |
| 2018 | -2.55% | 1.40% | 5.34% | -9.36% |
| 2017 | 4.56% | 1.98% | 4.49% | 6.35% |
| 2016 | 3.55% | 4.02% | 1.73% | 4.79% |
| 2015 | -0.04% | -0.34% | -5.46% | 7.09% |
| 2014 | 2.34% | 5.18% | -0.53% | 4.03% |
| 2013 | 11.28% | 3.59% | 3.62% | 9.00% |
| 2012 | 8.38% | -0.79% | 5.49% | 0.14% |
| 2011 | 6.60% | 2.08% | -10.61% | 13.79% |
| 2010 | 4.59% | -9.35% | 11.20% | 9.07% |
| 2009 | -15.72% | 14.11% | 15.29% | 5.76% |
| 2008 | -7.44% | -6.21% | -2.91% | -17.97% |
| 2007 | 1.47% | 5.15% | 2.15% | -3.68% |
| 2006 | 5.01% | 1.27% | 6.31% | 6.83% |
| 2005 | -1.16% | 1.55% | 2.77% | 1.32% |
| 2004 | 1.37% | 1.74% | 1.15% | 8.98% |
| 2003 | -5.72% | 15.76% | 0.43% | 14.26% |
| 2002 | 3.65% | -8.57% | -17.93% | 8.54% |
| 2001 | 5.69% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 34 |
| 3-Month | 14 |
| 1-Year | 17 |
| 3-Year | 34 |
| 5-Year | 39 |
Load Adjusted Returns
| 1-Year | 18.52% |
| 3-Year | 9.82% |
| 5-Year | 13.73% |
| 10-Year | 10.45% |
Performance & Risk
| YTD Return | 2.77% |
| 5y Average Return | 16.52% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Vanguard |
| Net Assets | 59.55B |
| YTD Return | 5.13% |
| Yield | 2.59% |
| Morningstar Rating | |
| Inception Date | Aug 13, 2001 |
Fund Summary
The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses two investment advisors.
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