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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Windsor Fund Investor Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Vanguard Windsor Fund Investor Shares (VWNDX) has returned -3.77% so far this year and 9.18% over the past 12 months. Over the last ten years, VWNDX has returned 10.89% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Vanguard Windsor Fund Investor Shares
- 1D
- 0.00%
- 1M
- -6.86%
- YTD
- -3.77%
- 6M
- 1.38%
- 1Y
- 9.18%
- 3Y*
- 10.09%
- 5Y*
- 8.57%
- 10Y*
- 10.89%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1980, VWNDX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +17.3%, while the worst month was Aug 1998 at -20.2%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VWNDX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.5%, while the worst single day was Dec 21, 1987 at -19.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.77% | 0.53% | -6.86% | -3.77% | |||||||||
| 2025 | 3.96% | -0.87% | -3.10% | -3.44% | 3.07% | 4.18% | -0.89% | 4.94% | -0.13% | 1.03% | 1.69% | 2.55% | 13.30% |
| 2024 | -1.44% | 2.12% | 5.32% | -3.73% | 3.19% | -1.18% | 4.65% | 1.68% | 0.93% | -1.22% | 6.22% | -6.61% | 9.53% |
| 2023 | 7.60% | -3.07% | -1.33% | 1.73% | -4.62% | 6.44% | 5.19% | -3.43% | -4.10% | -2.88% | 8.21% | 5.68% | 15.00% |
| 2022 | 0.00% | 0.66% | 1.23% | -5.64% | 3.70% | -8.76% | 6.22% | -2.80% | -9.22% | 11.04% | 6.38% | -3.83% | -3.15% |
| 2021 | -0.76% | 6.80% | 6.28% | 4.36% | 2.61% | -0.87% | -0.24% | 2.19% | -2.89% | 5.47% | -3.77% | 6.35% | 27.77% |
Benchmark Metrics
Vanguard Windsor Fund Investor Shares has an annualized alpha of 0.87%, beta of 0.88, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.
- This fund participated in 94.64% of S&P 500 Index downside but only 92.48% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.88 and R² of 0.72, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.87%
- Beta
- 0.88
- R²
- 0.72
- Upside Capture
- 92.48%
- Downside Capture
- 94.64%
Expense Ratio
VWNDX has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Risk / Return Rank
VWNDX ranks 22 for risk / return — below 22% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Windsor Fund Investor Shares (VWNDX) and compare them to a chosen benchmark (S&P 500 Index).
| VWNDX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.90 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.39 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.40 | -0.74 |
Martin ratioReturn relative to average drawdown | 2.75 | 6.61 | -3.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore VWNDX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Vanguard Windsor Fund Investor Shares provided a 8.09% dividend yield over the last twelve months, with an annual payout of $1.71 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.71 | $1.71 | $2.62 | $1.77 | $3.12 | $2.77 | $1.77 | $2.20 | $2.39 | $0.82 | $1.00 | $1.63 |
Dividend yield | 8.09% | 7.78% | 12.48% | 8.24% | 15.38% | 11.46% | 8.37% | 10.26% | 13.15% | 3.51% | 4.89% | 8.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Windsor Fund Investor Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $1.71 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.38 | $2.62 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $1.77 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.96 | $3.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 | $2.77 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Windsor Fund Investor Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Windsor Fund Investor Shares was 61.48%, occurring on Mar 5, 2009. Recovery took 992 trading sessions.
The current Vanguard Windsor Fund Investor Shares drawdown is 7.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.48% | Jul 20, 2007 | 410 | Mar 5, 2009 | 992 | Feb 12, 2013 | 1402 |
| -40.12% | Feb 13, 2020 | 27 | Mar 23, 2020 | 171 | Nov 23, 2020 | 198 |
| -38.12% | May 23, 2001 | 345 | Oct 9, 2002 | 303 | Dec 22, 2003 | 648 |
| -36.57% | Aug 18, 1987 | 92 | Dec 28, 1987 | 407 | Aug 7, 1989 | 499 |
| -32.33% | Oct 10, 1989 | 268 | Oct 30, 1990 | 304 | Jan 14, 1992 | 572 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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