Vanguard Windsor Fund: (MF: VWNDX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$21.40 USD
-0.33 (-1.52%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.53 | 83 |
3 months | 3.68 | 78 |
6 months | 3.53 | 83 |
1 Year | 9.31 | 83 |
3 Year | 11.67 | 69 |
5 Year | 15.55 | 29 |
10 Year | 9.63 | 49 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 128.86 |
Bear Market (10/07 - 2/09) | -56.08 |
Bull Market (2/09 - 3/21) | 763.62 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 9.31 |
5 Year | 15.54 |
10 Year | 9.64 |
Since Inception | 10.91 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.14 | 3.68 | NA | NA |
2024 | 6.00 | -1.83 | 7.41 | -1.71 |
2023 | 2.91 | 3.27 | -2.57 | 10.96 |
2022 | 1.90 | -10.72 | -6.27 | 13.65 |
2021 | 12.65 | 6.16 | -0.99 | 8.09 |
2020 | -28.12 | 17.68 | 3.23 | 23.06 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.53 | 9.86 | 14.91 | -3.08 | 27.99 | 7.46 | 30.38 | -12.45 | 19.10 | 12.49 | -3.32 |
% Total Return Rel to Index | -2.67 | -15.16 | -11.33 | 15.11 | -0.68 | -10.94 | -1.10 | -8.06 | -2.69 | 0.56 | -4.71 |
% Total Return Rel to Peer | -2.72 | -5.97 | -0.37 | 7.70 | 3.65 | -0.74 | 4.74 | -4.89 | 1.69 | 1.17 | -0.11 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 5.00 | 2.00 | 3.00 | 4.00 |
% Dividends | 0.23 | 0.45 | 0.40 | 0.34 | 0.37 | 0.39 | 0.41 | 0.43 | 0.36 | 0.40 | 0.36 |
% Yield | 1.02 | 1.87 | 1.83 | 1.42 | 1.33 | 1.66 | 1.68 | 2.05 | 1.44 | 1.82 | 1.66 |
Capital Gains ($) | 0.00 | 2.16 | 1.36 | 2.76 | 2.40 | 1.38 | 1.78 | 1.95 | 0.65 | 0.60 | 1.27 |
Expense Ratio | 0.00 | 0.36 | 0.42 | 0.38 | 0.30 | 0.29 | 0.30 | 0.31 | 0.31 | 0.30 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%