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Vanguard Equity-Income Adm (VEIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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88.94+0.28 (+0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.07%
5-year average return10.28%
Number of years up19
Number of years down3
Best 1-yr total return (27 Jun 2024)30.19%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.19%
Worst 3-yr total return6.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVEIRXCategory
YTD7.78%4.44%
1-month3.24%-4.04%
3-month5.51%4.09%
1-year21.93%14.37%
3-year7.63%6.04%
5-year11.75%9.20%
10-year9.93%8.57%
Last bull market20.59%22.97%
Last bear market-8.36%-11.27%

Annual total return (%) history

Year
VEIRXCategory
2024
N/AN/A
2023
7.76%11.63%
2022
0.00%-5.90%
2021
25.64%26.22%
2020
3.13%2.91%
2019
25.35%25.04%
2018
-5.65%-8.53%
2017
18.49%15.94%
2016
14.82%14.81%
2015
0.86%-4.05%
2014
11.38%10.21%
2013
30.19%31.21%
2012
13.58%14.57%
2011
10.69%-0.75%
2010
14.99%13.66%
2009
17.26%24.13%
2008
-30.86%-37.09%
2007
4.99%1.42%
2006
20.77%18.15%
2005
4.52%5.95%
2004
13.69%12.97%
2003
25.24%28.44%
2002
-15.58%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.81%N/AN/AN/A
2023-2.10%3.06%-2.00%8.99%
20221.14%-8.36%-5.30%13.92%
202110.07%5.27%-0.25%8.70%
2020-23.06%12.67%5.15%13.15%
201911.11%3.43%2.26%6.67%
2018-2.55%1.40%5.34%-9.36%
20174.56%1.98%4.49%6.35%
20163.55%4.02%1.73%4.79%
2015-0.04%-0.34%-5.46%7.09%
20142.34%5.18%-0.53%4.03%
201311.28%3.59%3.62%9.00%
20128.38%-0.79%5.49%0.14%
20116.60%2.08%-10.61%13.79%
20104.59%-9.35%11.20%9.07%
2009-15.72%14.11%15.29%5.76%
2008-7.44%-6.21%-2.91%-17.97%
20071.47%5.15%2.15%-3.68%
20065.01%1.27%6.31%6.83%
2005-1.16%1.55%2.77%1.32%
20041.37%1.74%1.15%8.98%
2003-5.72%15.76%0.43%14.26%
20023.65%-8.57%-17.93%8.54%
20015.69%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month41
3-month19
1-year55
3-year26
5-year43

Load adjusted returns

1-year21.93%
3-year7.63%
5-year11.75%
10-year9.93%