VEIPX
Vanguard Equity Income Fund Investor Shares
Mutual fund
$47.26+0.30 (+0.64%)Close Oct 2, 2026
Mar 21, 1988 – Oct 2, 2026, Dividends reinvested
- Final balance
- $457,369
- CAGR
- +10.43%
- Max drawdown
- −54.12%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.32%
- 3M
- −1.30%
- 6M
- +6.55%
- YTD
- +8.28%
- 1Y
- +11.93%
- 3Y
- +17.13%
- 5Y
- +10.94%
- 10Y
- +11.46%
- 15Y
- +12.82%
- 20Y
- +9.55%
- 25Y
- +9.25%
- 30Y
- +9.66%
- Since 1988
- +10.43%
Metrics
Since 1988| Volatility | 15.74% |
|---|---|
| Sortino ratio | 1.01 |
| Calmar ratio | 0.19 |
| Best year, 1995 | +37.37% |
| Worst year, 2008 | −30.90% |
| Positive years | 29 of 37 |
| Longest drawdown | 4.3 years |
Worst drawdowns
Since 1988| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.1% | Oct 2007 | Mar 2009 | Jan 2012 | 4.3 years |
| −35.3% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −30.4% | May 2001 | Oct 2002 | Jan 2004 | 2.6 years |
| −22.3% | Jul 1999 | Feb 2000 | Dec 2000 | 1.4 years |
| −21.8% | Jan 1990 | Oct 1990 | Apr 1991 | 1.3 years |
Annual returns
1988 from Mar 21 · 2026 through Oct 2