New Zealand markets closed

Vanguard Windsor II Inv (VWNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
46.65-0.15 (-0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.79%
5-year average return13.90%
Number of years up28
Number of years down10
Best 1-yr total return (13 Jun 2024)30.69%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return30.69%
Worst 3-yr total return6.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVWNFXCategory
YTD8.51%4.44%
1-month3.40%-4.04%
3-month3.63%4.09%
1-year25.27%14.37%
3-year7.37%6.04%
5-year14.88%9.20%
10-year10.34%8.57%
Last bull market24.21%22.97%
Last bear market-13.89%-11.27%

Annual total return (%) history

Year
VWNFXCategory
2024
N/AN/A
2023
20.98%11.63%
2022
-13.22%-5.90%
2021
28.97%26.22%
2020
14.45%2.91%
2019
29.03%25.04%
2018
-8.58%-8.53%
2017
16.78%15.94%
2016
13.41%14.81%
2015
-3.22%-4.05%
2014
11.16%10.21%
2013
30.69%31.21%
2012
16.72%14.57%
2011
2.70%-0.75%
2010
10.62%13.66%
2009
27.05%24.13%
2008
-36.70%-37.09%
2007
2.23%1.42%
2006
18.25%18.15%
2005
7.01%5.95%
2004
18.31%12.97%
2003
30.08%28.44%
2002
-16.86%-18.69%
2001
-3.40%-4.99%
2000
16.86%7.87%
1999
-5.81%6.72%
1998
16.36%12.00%
1997
32.37%26.61%
1996
24.18%20.08%
1995
38.83%32.39%
1994
-1.16%-0.70%
1993
13.60%N/A
1992
11.99%N/A
1991
28.70%N/A
1990
-9.98%N/A
1989
27.83%N/A
1988
24.72%N/A
1987
-2.14%N/A
1986
21.41%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.86%N/AN/AN/A
20234.64%5.96%-2.32%11.71%
2022-3.79%-13.89%-5.51%10.86%
202111.29%6.92%-0.15%8.56%
2020-24.69%19.59%7.81%17.88%
201911.92%3.85%1.54%9.33%
2018-2.93%2.24%6.96%-13.87%
20174.81%2.84%2.32%5.89%
20160.21%2.89%4.10%5.67%
2015-0.08%1.00%-8.19%4.45%
20142.88%4.57%-0.20%3.53%
201310.31%4.03%3.99%9.51%
201212.37%-2.89%5.68%1.21%
20116.51%0.37%-14.84%12.81%
20105.91%-13.79%10.33%9.80%
2009-12.93%17.78%16.25%6.56%
2008-11.20%-3.32%-5.93%-21.62%
20071.67%7.70%-0.61%-6.07%
20063.57%0.70%6.35%6.60%
20050.33%2.47%4.03%0.06%
20044.76%2.02%0.53%10.11%
2003-4.23%18.80%0.43%13.84%
20024.03%-8.68%-17.16%5.65%
2001-2.72%4.58%-9.96%5.45%
2000-0.04%-0.62%10.56%6.40%
19992.08%8.79%-13.55%-1.88%
199812.79%1.80%-11.82%14.92%
19971.59%14.70%9.07%4.15%
19966.82%2.99%3.37%9.19%
19959.86%8.11%10.22%6.05%
1994-4.46%2.62%2.85%-1.98%
19936.66%0.85%5.38%0.22%
19920.13%3.98%3.99%3.44%
199117.90%-1.73%4.85%5.95%
1990-4.41%1.41%-15.05%9.31%
19899.52%7.83%8.98%-0.68%
19889.12%7.18%4.29%2.26%
198716.38%2.17%4.13%-20.97%
198617.56%3.41%-4.94%5.06%
1985-4.00%15.75%N/AN/A

Rank in category (by total return)

YTD37
1-month35
3-month56
1-year29
3-year31
5-year6

Load adjusted returns

1-year25.27%
3-year7.37%
5-year14.88%
10-year10.34%