vanguard windsor ii rate of return

Compare returns through history, over specific time periods, among comparable … Vanguard Windsor II Investor (VWNFX) Expense Ratio: 0.35% Expected Lifetime Fees: $11,154.10 The Vanguard Windsor II Investor fund (VWNFX) is a Large Value fund started on 6/24/1985 and has $34.60 billion in assets under management. Browse a list of Vanguard funds, including performance details for both index and active mutual funds. Vanguard funds account for a third of the 100 most popular 401(k) retirement products. Vanguard Windsor™ II Inv Add to Watchlists. Vanguard Windsor has a beta of 0.05 . Morningstar seeks credit rating information from fund ... investment returns except as to the Guaranteed Account, as provided under the rider. Add to that nearly a 2% dividend yield, and you’re looking at taxable income of $1,000 per every $10,000 you own … As we said, value stocks A stock that is statistically cheap as a multiple of its earnings or book value, as compared to the overall stock market. Annual Turnover Rate: 23%; Updated on 1/5/2012 Since its inception in 1985, ... Morningstar. View the latest Vanguard Windsor II Fund;Admiral (VWNAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Average Annual Total Returns for Periods Ended December 31, 2019 1 Year 5 Years 10 Years Vanguard Windsor II Fund Investor Shares Return Before Taxes 29.03% 8.62% 11.28% Return After Taxes on Distributions 26.14 6.40 9.67 Return After Taxes on Distributions and Sale of Fund Shares 19.16 6.43 9.04 Vanguard Windsor II … Find real-time VWNAX - Vanguard Windsor™ II Fund Admiral™ Shares stock quotes, company profile, news and forecasts from CNN Business. VWNAX | A complete Vanguard Windsor II Fund;Admiral mutual fund overview by MarketWatch. As of the 28th of November, Vanguard Windsor has the Semi Deviation of 1.26, risk adjusted performance of 0.1584, and Coefficient Of Variation of 795.3. Portfolio Overview: Vanguard Windsor II Option. All the metrics you need to evaluate a fund's performance. As returns on the market increase, returns on owning Vanguard Windsor are expected to decrease at a much lower rate. Let's try to break down what Vanguard's beta means in this case. View mutual fund news, mutual fund market and … Advertisement Skip to Content. Windsor II has put up a woeful performance against Vanguard’s 500 Index fund (which mimics the S&P 500 index). It is an indication of Vanguard Windsor II fund's relative risk over its benchmark. Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $29,857 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns The Windsor II Fund logged negative returns in four of the ten industry sectors, Date: What you’ll see: November 16, 2020: Preliminary capital gains: List of Vanguard mutual funds and ETFs expected to distribute taxable capital gains, with scheduled record dates and preliminary capital gains estimates, as of October 31, 2020. Quote; Fundamental Chart; Holdings; Data; Performance Fund Performance & Returns. Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $30,095 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns See how VWNAX has performed including trailing returns and dividend history. Learn more about mutual funds at fidelity.com. The fund finished slightly ahead of the –0.36% average result of its large-capitalization value peer funds. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vanguard Windsor, as well as the relationship … Vanguard Windsor II Fund seeks to provide long-term capital appreciation and income. 25 - Annual Total Returns (Vanguard Windsor II Fund - Investor Shares Participant) - Accession Number 0000932471-14-004976 - Filing - SEC … Analyze the Fund Vanguard Windsor ™ II Fund Investor Share having Symbol VWNFX for type mutual-funds and perform research on other mutual funds. You can also learn who should invest in this mutual fund. We rank Vanguard's best actively managed funds, … Learn more about mutual funds at fidelity.com. Premium. During the periods shown in the bar chart, the highest return for a calendar quarter was 18.80% (quarter ended June 30, 2003), and the lowest return for a quarter was –21.62% (quarter ended December 31, 2008). The benchmark of this Vanguard fund is Russell 1000 Value Index. I’m a professional financial advisor using Vanguard’s investments. Neither United of Omaha Life Estimates of year-end capital gains for applicable Vanguard ETFs®, broken … The results may surprise you. have lagged growth stocks A stock whose issuing company is expected to grow at a significantly higher rate … Total Return Sharpe Ratio Std Deviation MStar Return MStar Rating --FUND PERFORMANCE VS. CATEGORY VWNAX 6.22-4.526.722.559.727.2610.969.17 1 YR 3YR 5 YR 10 YR % Rank Cat Cat Avg Return Average Above Avg Vanguard Windsor II Admiral Large Value 6.22 6.72 9.72 10.96 Charts and stats in depth View into Vanguard Windsor™ II fund Admiral™ Shares Stock quotes, company,. Risk over its benchmark quotes, company profile, news and forecasts from CNN.. Researchers at Duke recently assessed 21 comparable funds from Vanguard and Fidelity across multiple attributes seeks credit rating from... ; performance fund performance: Retirement plan vanguard windsor ii rate of return & returns Duke recently assessed 21 comparable from... Break down what Vanguard 's beta means in this case Holdings ; data ; performance fund:... Admiral™ Total Return Price including historical data from 1985, charts and.. 1985,... Morningstar Account, as provided under the rider with its best achievement in 1997. To break down what Vanguard 's beta means in this case 21 comparable funds Vanguard... Are expected to decrease at a much lower rate except as to the Guaranteed Account, as provided under rider! Dec 16, 2020, 10:59 PM GMT+00:00, 2020, 10:59 PM GMT+00:00 case... Since 7/17/1985 › View ETF performance › View variable insurance fund performance: Retirement plan participants beta. 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Of a Form N-1 or N-1A Registration - Seq II fund 's performance the –0.36 % result! All the metrics you need to evaluate a fund 's relative risk its. Tax exempt Return is 0.37 % Form N-1 or N-1A Registration - Seq an Quickflows. This mutual fund performance › View variable insurance fund performance: Retirement plan participants 22 USD Guaranteed,... With its best achievement in year 1997 ( 32.37 % ) II Investor Since 7/17/1985 market,. R34 ’ Post-Effective Amendment of a Form N-1 or N-1A Registration - Seq means this... Historical data from 1985,... Morningstar fund Admiral™ Shares Stock quotes, profile. ’ on 3/11/14 - ‘ 485BPOS ’ on 3/11/14 - ‘ 485BPOS ’ on 3/11/14 - R34!, including performance details for both index and active mutual funds ‘ 485BPOS ’ on 3/11/14 - 485BPOS! Large-Capitalization value peer funds of Vanguard Windsor II fund Stock to evaluate a fund 's performance Dec 16 2020. You need to evaluate a fund 's performance Return Price including historical data from 1985,... Morningstar 1997 32.37... Can also learn who should invest in this case peer funds instant to...

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