Showing posts with label VWELX. Show all posts
Showing posts with label VWELX. Show all posts

Saturday, July 5, 2025

Performance of some older Vanguard funds since inception, through June 30, 2025

In chronological order:

 

Wellington Fund, VWELX, inception July 1, 1929: 8.35%

Windsor Fund, VWNDX, inception October 23, 1958: 11.24%

U. S. Growth Fund, VWUSX, inception January 6, 1959: 11.04%

Explorer Fund, VEXPX, inception December 11, 1967: 9.34%

Wellesley Income Fund, VWINX, inception July 1, 1970: 9.19%

Long Term Investment Grade Fund, VWESX, inception July 9, 1973: 7.30% 

500 Index Fund, VFINX, inception August 31, 1976: 11.50%

Long-Term Tax-Exempt Fund, VWLTX, inception September 1, 1977: 5.26% 

High-Yield Tax-Exempt Fund, VWAHX, inception December 27, 1978: 5.87% 

High-Yield Corporate Fund, VWEHX, inception December 27, 1978: 7.8%

GNMA Fund, VFIIX, inception June 27, 1980: 6.18% 

International Growth Fund, VWIGX, inception September 30, 1981: 10.38%

Short-Term Investment-Grade Fund, VFSTX, inception October 29, 1982: 5.43%

International Value Fund, VTRIX, inception May 16, 1983: 8.36%

Global Capital Cycles Fund, VGPMX, inception May 23, 1984/September 26, 2018: 5.15% 

Energy Fund, VGENX, inception May 23, 1984: 9.53% 

Health Care Fund, VGHCX, inception May 23, 1984: 14.57%

PRIMECAP Fund, VPMCX, inception November 1, 1984: 13.53%

Star Fund, VGSTX, inception March 29, 1985: 9.23%

Windsor II Fund, VWNFX, inception June 24, 1985: 10.91%

Long-Term Treasury Fund, VUSTX, inception May 19, 1986: 5.82% 

Growth and Income Fund, VQNPX, inception December 10, 1986: 10.93% 

Total Bond Market Index Fund, VBMFX, inception December 11, 1986: 5.03%

Extended Market Index Fund, VEXMX, inception December 21, 1987: 10.53%

Equity Income Fund, VEIPX, inception March 21, 1988: 10.32% 

Total Stock Market Index Fund, VTSMX, inception April 27, 1992: 10.47%

Dividend Growth Fund, VDIGX, inception May 15, 1992: 9.01%

Growth Index Fund, VIGRX, inception November 2, 1992: 11.31%