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Vanguard Windsor Fund: (MF: VWNDX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$21.93 USD
-0.26 (-1.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.00 | 82 |
| 3 months | 6.00 | 82 |
| 6 months | 17.63 | 69 |
| 1 Year | 18.36 | 68 |
| 3 Year | 10.28 | 30 |
| 5 Year | 13.62 | 22 |
| 10 Year | 10.00 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.86 |
| Bear Market (10/07 - 2/09) | -56.08 |
| Bull Market (2/09 - 3/21) | 704.82 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 18.36 |
| 5 Year | 13.62 |
| 10 Year | 9.99 |
| Since Inception | 11.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.00 | NA | NA | NA |
| 2023 | 2.91 | 3.27 | -2.57 | 10.96 |
| 2022 | 1.90 | -10.72 | -6.27 | 13.65 |
| 2021 | 12.65 | 6.16 | -0.99 | 8.09 |
| 2020 | -28.12 | 17.68 | 3.23 | 23.06 |
| 2019 | 11.77 | 3.49 | 1.87 | 10.63 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.00 | 14.91 | -3.08 | 27.99 | 7.46 | 30.38 | -12.45 | 19.10 | 12.49 | -3.32 | 11.81 |
| % Total Return Rel to Index | -4.55 | -11.33 | 15.11 | -0.68 | -10.94 | -1.10 | -8.06 | -2.69 | 0.56 | -4.71 | -1.82 |
| % Total Return Rel to Peer | -2.43 | -0.37 | 7.70 | 3.65 | -0.74 | 4.74 | -4.89 | 1.69 | 1.17 | -0.11 | 2.92 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 5.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.40 | 0.34 | 0.37 | 0.39 | 0.41 | 0.43 | 0.36 | 0.40 | 0.36 | 0.28 |
| % Yield | 0.00 | 1.68 | 1.42 | 1.33 | 1.66 | 1.68 | 2.05 | 1.44 | 1.82 | 1.66 | 1.21 |
| Capital Gains ($) | 0.00 | 1.36 | 2.76 | 2.40 | 1.38 | 1.78 | 1.95 | 0.65 | 0.60 | 1.27 | 0.96 |
| Expense Ratio | 0.00 | 0.42 | 0.38 | 0.30 | 0.29 | 0.30 | 0.31 | 0.31 | 0.30 | 0.39 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%