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Nasdaq - Delayed Quote USD

Vanguard Windsor Investor Shares (VWNDX)

20.91
-0.36
(-1.69%)
As of 8:07:48 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.48%
5y Average Return 14.84%
Number of Years Up 52
Number of Years Down 14
Best 1Y Total Return (Mar 7, 2025) 36.08%
Worst 1Y Total Return (Mar 7, 2025) --
Best 3Y Total Return 36.08%
Worst 3Y Total Return 5.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VWNDX
Category
YTD
3.05%
4.44%
1-Month
-0.87%
-4.04%
3-Month
-3.47%
4.09%
1-Year
12.47%
14.37%
3-Year
7.81%
6.04%
5-Year
14.60%
9.20%
10-Year
9.64%
8.57%
Last Bull Market
14.92%
22.97%
Last Bear Market
-10.73%
-11.27%

Annual Total Return (%) History

Year
VWNDX
Category
2024
9.85%
--
2023
14.92%
11.63%
2022
-3.05%
-5.90%
2021
27.98%
26.22%
2020
7.44%
2.91%
2019
30.38%
25.04%
2018
-12.46%
-8.53%
2017
19.10%
15.94%

2016
12.49%
14.81%
2015
-3.32%
-4.05%
2014
11.82%
10.21%
2013
36.08%
31.21%
2012
20.78%
14.57%
2011
-4.00%
-0.75%
2010
14.82%
13.66%
2009
34.69%
24.13%
2008
-41.10%
-37.09%
2007
-3.30%
1.42%
2006
19.35%
18.15%
2005
4.99%
5.95%
2004
13.38%
12.97%
2003
37.01%
28.44%
2002
-22.25%
-18.69%
2001
5.72%
-4.99%
2000
15.89%
7.87%
1999
11.57%
6.72%
1998
0.81%
12.00%
1997
21.97%
26.61%
1996
26.36%
20.08%
1995
30.15%
32.39%
1994
-0.15%
-0.70%
1993
19.37%
--
1992
16.50%
--
1991
28.55%
--
1990
-15.50%
--
1989
15.02%
--
1988
28.70%
--
1987
1.23%
--
1986
20.27%
--
1985
28.03%
--
1984
19.47%
--
1983
30.06%
--
1982
21.72%
--
1981
16.76%
--
1980
22.62%
--
1979
22.55%
--
1978
8.77%
--
1977
0.98%
--
1976
46.41%
--
1975
54.49%
--
1974
-16.80%
--
1973
-25.02%
--
1972
10.21%
--
1971
7.36%
--
1970
7.52%
--
1969
-4.82%
--
1968
22.29%
--
1967
30.51%
--
1966
-3.57%
--
1965
29.25%
--
1964
14.12%
--
1963
12.30%
--
1962
-25.51%
--
1961
30.15%
--
1960
11.75%
--
1959
15.89%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.00% -1.83% 7.41% -1.72%
2023 2.91% 3.28% -2.57% 10.98%
2022 1.90% -10.73% -6.27% 13.71%
2021 12.65% 6.16% -0.99% 8.09%
2020 -28.12% 17.69% 3.23% 23.04%
2019 11.78% 3.49% 1.87% 10.63%
2018 -0.51% 0.09% 3.50% -15.06%
2017 5.80% 2.80% 3.79% 5.51%
2016 -2.04% 1.44% 6.20% 6.59%
2015 1.54% 1.10% -9.94% 4.56%

2014 3.49% 5.25% -1.68% 4.42%
2013 11.79% 5.00% 5.84% 9.54%
2012 14.49% -4.72% 6.38% 4.09%
2011 6.29% -2.07% -17.68% 12.04%
2010 6.63% -13.86% 11.04% 12.58%
2009 -9.31% 18.11% 18.93% 5.74%
2008 -12.48% -4.88% -10.90% -20.60%
2007 0.59% 6.24% -1.92% -7.74%
2006 4.78% -0.88% 4.19% 10.29%
2005 -1.99% 1.81% 2.07% 3.09%
2004 2.52% 0.90% -1.68% 11.46%
2003 -3.75% 18.77% 4.77% 14.39%
2002 0.96% -13.36% -20.22% 11.41%
2001 -0.52% 6.52% -12.74% 14.35%
2000 -0.40% -0.54% 7.85% 8.46%
1999 3.15% 13.84% -10.35% 5.98%
1998 12.84% -2.24% -19.45% 13.46%
1997 3.50% 11.11% 9.80% -3.39%
1996 6.13% 1.55% 5.30% 11.34%
1995 8.50% 11.35% 7.93% -0.19%
1994 -1.80% 3.79% 1.14% -3.15%
1993 8.87% 1.40% 7.36% 0.72%
1992 4.27% 5.55% -2.62% 8.70%
1991 18.25% 0.74% 5.59% 2.20%
1990 -2.91% 1.37% -20.34% 7.78%
1989 6.89% 6.95% 8.61% -7.36%
1988 10.17% 13.19% 1.92% 1.26%
1987 16.27% 6.17% 0.77% -18.63%
1986 14.55% 3.21% -0.89% 2.65%
1985 7.52% 8.46% -3.33% 13.57%
1984 2.57% -4.71% 15.53% 5.81%
1983 10.04% 12.49% 4.63% 0.42%
1982 -4.44% -0.86% 11.48% 15.25%
1981 12.57% 4.95% -8.32% 7.80%
1980 -7.61% 16.12% 10.42% 3.51%
1979 10.31% 6.24% 9.26% -4.29%
1978 0.61% 8.66% 10.10% -9.65%
1977 -5.90% 6.66% -2.09% 2.75%
1976 22.91% 4.82% 2.85% 10.50%
1975 31.62% 16.99% -7.57% 8.55%
1974 6.78% -13.33% -17.94% 9.55%
1973 -10.97% -13.30% 13.62% -14.51%
1972 3.53% -3.88% 3.95% 6.54%
1971 8.32% -2.58% -2.22% 4.04%
1970 4.51% -18.75% 15.92% 9.24%
1969 1.07% -4.10% -1.65% -0.15%
1968 -5.23% 16.69% 4.22% 6.10%
1967 15.08% 2.35% 7.66% 2.92%
1966 2.13% -1.96% -12.07% 9.53%
1965 7.60% -5.93% 16.52% 9.59%
1964 8.03% 1.57% 2.19% 1.77%
1963 3.60% 2.41% 5.48% 0.34%
1962 -5.82% -33.45% 8.04% 10.01%
1961 19.75% -1.27% 3.87% 5.98%
1960 -0.30% 10.65% -9.51% 11.93%
1959 1.92% 8.31% -4.24% 9.62%

Rank in Category (By Total Return)

YTD 85
1-Month 86
3-Month 87
1-Year 82
3-Year 71
5-Year 24

Load Adjusted Returns

1-Year 12.47%
3-Year 7.81%
5-Year 14.60%
10-Year 9.64%

Performance & Risk

YTD Return 1.48%
5y Average Return 14.84%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Vanguard
Net Assets 24.25B
YTD Return 3.05%
Yield 1.93%
Morningstar Rating
Inception Date Nov 12, 2001

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. It uses multiple investment advisors.

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