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Nasdaq - Delayed Quote USD
Vanguard Windsor Admiral (VWNEX)
70.50
-1.22
(-1.70%)
As of 8:07:48 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 1.53% |
5y Average Return | 14.96% |
Number of Years Up | 16 |
Number of Years Down | 7 |
Best 1Y Total Return (Mar 7, 2025) | 36.23% |
Worst 1Y Total Return (Mar 7, 2025) | -- |
Best 3Y Total Return | 36.23% |
Worst 3Y Total Return | 5.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VWNEX
Category
- YTD
- 3.09%
- 4.44%
- 1-Month
- -0.86%
- -4.04%
- 3-Month
- -3.45%
- 4.09%
- 1-Year
- 12.62%
- 14.37%
- 3-Year
- 7.92%
- 6.04%
- 5-Year
- 14.71%
- 9.20%
- 10-Year
- 9.75%
- 8.57%
- Last Bull Market
- 15.00%
- 22.97%
- Last Bear Market
- -10.71%
- -11.27%
Annual Total Return (%) History
Year
VWNEX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 6.02% | -1.80% | 7.44% | -1.69% |
2023 | 2.93% | 3.34% | -2.57% | 10.99% |
2022 | 1.93% | -10.71% | -6.23% | 13.72% |
2021 | 12.69% | 6.21% | -0.97% | 8.10% |
2020 | -28.12% | 17.72% | 3.24% | 23.07% |
2019 | 11.77% | 3.56% | 1.91% | 10.65% |
2018 | -0.49% | 0.12% | 3.51% | -15.02% |
2017 | 5.79% | 2.83% | 3.84% | 5.52% |
2016 | -2.01% | 1.50% | 6.23% | 6.60% |
2015 | 1.59% | 1.12% | -9.94% | 4.59% |
2014 | 3.50% | 5.25% | -1.64% | 4.44% |
2013 | 11.82% | 5.04% | 5.86% | 9.57% |
2012 | 14.56% | -4.71% | 6.38% | 4.14% |
2011 | 6.32% | -2.05% | -17.67% | 12.03% |
2010 | 6.64% | -13.89% | 11.07% | 12.65% |
2009 | -9.27% | 18.09% | 19.01% | 5.79% |
2008 | -12.49% | -4.82% | -10.91% | -20.54% |
2007 | 0.60% | 6.28% | -1.87% | -7.69% |
2006 | 4.77% | -0.80% | 4.21% | 10.28% |
2005 | -1.97% | 1.86% | 2.09% | 3.12% |
2004 | 2.57% | 0.91% | -1.61% | 11.47% |
2003 | -3.78% | 18.88% | 4.80% | 14.38% |
2002 | 0.99% | -13.40% | -20.18% | 11.45% |
Rank in Category (By Total Return)
YTD | 84 |
1-Month | 86 |
3-Month | 87 |
1-Year | 81 |
3-Year | 69 |
5-Year | 22 |
Load Adjusted Returns
1-Year | 12.62% |
3-Year | 7.92% |
5-Year | 14.71% |
10-Year | 9.75% |
Performance & Risk
YTD Return | 1.53% |
5y Average Return | 14.96% |
Rank in Category (ytd) | 84 |
% 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 | 3.09% |
Yield | 2.03% |
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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