Nasdaq - Delayed Quote USD

Vanguard Windsor II Admiral (VWNAX)

80.21
+0.47
+(0.59%)
At close: 8:09:31 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.51%
5y Average Return 16.98%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (May 14, 2025) 30.80%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 30.80%
Worst 3Y Total Return 6.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VWNAX
Category
YTD
-2.89%
4.44%
1-Month
-2.24%
-4.04%
3-Month
-7.10%
4.09%
1-Year
5.75%
14.37%
3-Year
9.22%
6.04%
5-Year
15.21%
9.20%
10-Year
9.94%
8.57%
Last Bull Market
13.47%
22.97%
Last Bear Market
-13.87%
-11.27%

Annual Total Return (%) History

Year
VWNAX
Category
2025
--
--
2024
14.29%
--
2023
21.07%
11.63%
2022
-13.14%
-5.90%
2021
29.08%
26.22%
2020
14.53%
2.91%
2019
29.16%
25.04%
2018
-8.53%
-8.53%

2017
16.89%
15.94%
2016
13.49%
14.81%
2015
-3.14%
-4.05%
2014
11.26%
10.21%
2013
30.80%
31.21%
2012
16.80%
14.57%
2011
2.78%
-0.75%
2010
10.70%
13.66%
2009
27.17%
24.13%
2008
-36.63%
-37.09%
2007
2.32%
1.42%
2006
18.37%
18.15%
2005
7.15%
5.95%
2004
18.44%
12.97%
2003
30.22%
28.44%
2002
-16.79%
-18.69%
2001
--
-4.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.66% -- -- --
2024 8.89% 1.03% 5.15% -1.19%
2023 4.66% 5.96% -2.30% 11.74%
2022 -3.79% -13.87% -5.50% 10.91%
2021 11.31% 6.93% -0.12% 8.58%
2020 -24.67% 19.61% 7.81% 17.91%
2019 11.96% 3.88% 1.56% 9.36%
2018 -2.92% 2.26% 6.98% -13.87%
2017 4.83% 2.87% 2.34% 5.91%
2016 0.22% 2.93% 4.11% 5.68%

2015 -0.06% 1.02% -8.16% 4.46%
2014 2.91% 4.60% -0.20% 3.56%
2013 10.34% 4.07% 3.99% 9.54%
2012 12.39% -2.84% 5.69% 1.20%
2011 6.52% 0.39% -14.81% 12.82%
2010 5.95% -13.78% 10.33% 9.84%
2009 -12.91% 17.81% 16.24% 6.63%
2008 -11.19% -3.26% -5.94% -21.58%
2007 1.67% 7.74% -0.58% -6.04%
2006 3.58% 0.73% 6.40% 6.63%
2005 0.35% 2.49% 4.09% 0.10%
2004 4.79% 2.04% 0.56% 10.15%
2003 -4.23% 18.85% 0.46% 13.88%
2002 4.03% -8.63% -17.15% 5.67%
2001 -9.99% 5.48% -- --

Rank in Category (By Total Return)

YTD 71
1-Month 23
3-Month 77
1-Year 71
3-Year 25
5-Year 18

Load Adjusted Returns

1-Year 5.75%
3-Year 9.22%
5-Year 15.21%
10-Year 9.94%

Performance & Risk

YTD Return 1.51%
5y Average Return 16.98%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Vanguard
Net Assets 56.01B
YTD Return -2.89%
Yield 1.66%
Morningstar Rating
Inception Date Jun 24, 1985

Fund Summary

The fund invests mainly in large- and mid-capitalization companies whose stocks are considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and that the advisor believes are trading at prices that are below average in relation to measures such as earnings and book value. These stocks often have above-average dividend yields. It uses multiple investment advisors.

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