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Performance report: Vanguard funds stood out against peers

April 28, 2017

Vanguard funds have generated excellent returns relative to competitors. As the graph below illustrates, over the past 5- and 10-year periods, 88% and 94% of our funds, respectively, have outperformed the returns of their peer-group averages. The graph also shows the percentage of Vanguard funds in each major asset category that exceeded the average returns of their competing fund peer groups (as determined by Lipper) over the 1-, 3-, 5-, and 10-year periods ended March 31, 2017.

Vanguard funds that outperformed their peer-group averages

(Periods ended March 31, 2017)

 

1 year

3 years

5 years

10 years

All Vanguard funds:

60%
(220 of 369 Vanguard funds outperformed their peers; 21,120 funds in peer category for this period)

95%
(317 of 335 Vanguard funds outperformed their peers; 17,619 funds in peer category for this period)

88%
(279 of 317 Vanguard funds outperformed their peers; 14,780 funds in peer category for this period)

94%
(207 of 221 Vanguard funds outperformed their peers; 9,551 funds in peer category for this period)

Money market funds:

100%
(9 of 9 Vanguard funds; 540 funds in peer category)

100%
(9 of 9 Vanguard funds; 491 funds in peer category)

100%
(9 of 9 Vanguard funds; 484 funds in peer category)

100%
(9 of 9 Vanguard funds; 418 funds in peer category)

Stock funds:

70%
(148 of 211 Vanguard funds; 12,295 funds in peer category)

96%
(191 of 200 Vanguard funds; 10,489 funds in peer category)

90%
(176 of 195 Vanguard funds; 9,014 funds in peer category)

92%
(124 of 135 Vanguard funds; 6,032 funds in peer category)

Bond funds:

36%
(40 of 110 Vanguard funds; 4,325 funds in peer category)

91%
(91 of 100 Vanguard funds; 3,701 funds in peer category)

82%
(71 of 87 Vanguard funds; 2,906 funds in peer category)

94%
(51 of 54 Vanguard funds; 1,710 funds in peer category)

Balanced funds:

59%
(23 of 39 Vanguard funds; 3,960 funds in peer category)

100%
(26 of 26 Vanguard funds; 2,938 funds in peer category)

88%
(23 of 26 Vanguard funds; 2,376 funds in peer category)

100%
(23 of 23 Vanguard funds; 1,391 funds in peer category)

Results will vary for other time periods. Only funds with a minimum 1-, 3-, 5-, or 10-year history, respectively, were included in the comparison. (Source: Lipper, a Thomson Reuters Company.) Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. For the most recent performance, visit our website at vanguard.com/performance.

Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Market data sources: Vanguard, based on market benchmarks. U.S. stocks represented by the Dow Jones U.S. Total Stock Market Float Adjusted Index. International stocks represented by the FTSE Global All Cap ex US Index. Bonds represented by the Barclays U.S. Aggregate Bond Index.
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