Analyze the Fund Vanguard Windsor ™ II Fund Admiral ™ Shares having Symbol VWNAX for type workplacefunds and perform research on other mutual funds. Vanguard® Windsor II Fund ... shows interest rate sensitivity as measured by a bond's effective duration. Vanguard Windsor II Fund seeks to provide long-term capital appreciation and income. You can also learn who should invest in this mutual fund. It is an indication of Vanguard Windsor II fund's relative risk over its benchmark. It has performed in 18 years of positive return with its best achievement in year 1997 (32.37%). We rank Vanguard's best actively managed funds, … View non-Vanguard mutual fund performance : Financial advisors. All the metrics you need to evaluate a fund's performance. Vanguard Windsor™ II Investor Shares ... Vanguard Market Liquidity Inv 4.34 Apple Inc 3.84 Alphabet Inc A 2.64 ... assessment of a product's excess return over a risk-free rate (the return of the 90-day Treasury Bill) in comparison with the products in its Morningstar category. The results may surprise you. Vanguard Windsor™ II Inv VWNFX Morningstar Analyst Rating Analyst rating as of Dec 30, 2019. Browse a list of Vanguard funds, including performance details for both index and active mutual funds. This mutual fund profile of the Windsor II Fund Adm provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Quote; Fundamental Chart; Holdings; Data; Performance Fund Performance & Returns. Annual Turnover Rate: 23%; Updated on 1/5/2012 Since its inception in 1985, ... Morningstar. As of the 28th of November, Vanguard Windsor has the Semi Deviation of 1.26, risk adjusted performance of 0.1584, and Coefficient Of Variation of 795.3. Vanguard Windsor™ II Inv Add to Watchlists. - ‘485BPOS’ on 3/11/14 - ‘R34’ Post-Effective Amendment of a Form N-1 or N-1A Registration - Seq. Total Return Sharpe Ratio Std Deviation MStar Return MStar Rating --FUND PERFORMANCE VS. CATEGORY VWNAX 6.22-4.526.722.559.727.2610.969.17 1 YR 3YR 5 YR 10 YR % Rank Cat Cat Avg Return Average Above Avg Vanguard Windsor II Admiral Large Value 6.22 6.72 9.72 10.96 › View mutual fund performance › View ETF performance › View variable insurance fund performance: Retirement plan participants. I’m a professional financial advisor using Vanguard’s investments. The current manager has been running Vanguard Windsor II Investor since 7/17/1985. Vanguard Windsor II (VWNAX) Another of the Vanguard stalwarts, though this actively managed fund is not run by the Wellington team. The investment menu in Ohio's 529 Plan, CollegeAdvantage, features 3 age-based options and 5 risk-based options using Vanguard funds, a college enrollment-based option and 13 static investment options using Vanguard and DFA funds, and 2 types of FDIC-insured deposit … As we said, value stocks A stock that is statistically cheap as a multiple of its earnings or book value, as compared to the overall stock market. Returns Vanguard Windsor II Fund Investor Shares 1.57% Admiral™ Shares 1.66 Russell 1000 Value Index 0.53 Large-Cap Value Funds Average 0.48 Large-Cap Value Funds Average: Derived from data provided by Lipper, a … Vanguard Windsor II Investor (VWNFX) Expense Ratio: 0.35% Expected Lifetime Fees: $11,154.10 The Vanguard Windsor II Investor fund (VWNFX) is a Large Value fund started on 6/24/1985 and has $34.60 billion in assets under management. Add to that nearly a 2% dividend yield, and you’re looking at taxable income of $1,000 per every $10,000 you own … Portfolio Overview: Vanguard Windsor II Option. Estimates of year-end capital gains for applicable Vanguard ETFs®, broken … I have a 401(k) or other retirement plan at Vanguard through my … Vanguard Windsor Funds, et al. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vanguard Windsor, as well as the relationship … As returns on the market increase, returns on owning Vanguard Windsor are expected to decrease at a much lower rate. have lagged growth stocks A stock whose issuing company is expected to grow at a significantly higher rate … Learn more about mutual funds at fidelity.com. The benchmark of this Vanguard fund is Russell 1000 Value Index. Morningstar seeks credit rating information from fund ... investment returns except as to the Guaranteed Account, as provided under the rider. During the periods shown in the bar chart, the highest return for a calendar quarter was 18.80% (quarter ended June 30, 2003), and the lowest return for a quarter was –21.62% (quarter ended December 31, 2008). … 25 - Annual Total Returns (Vanguard Windsor II Fund - Investor Shares Participant) - Accession Number 0000932471-14-004976 - Filing - SEC The Windsor II Fund logged negative returns in four of the ten industry sectors, Annual Total Returns — Vanguard Windsor II Fund Investor Shares Average Annual Total Returns for Periods Ended December 31, 2019 1 Year 5 Years 10 Years Vanguard Windsor II Fund Investor Shares Return Before Taxes 29.03% 8.62% 11.28% Return After Taxes on Distributions 26.14 6.40 9.67 Create an Alert Quickflows 31.13-0.01 -0.03% May 22 USD. Vanguard Windsor II Fund seeks to provide long-term capital appreciation and income. The fund finished slightly ahead of the –0.36% average result of its large-capitalization value peer funds. Windsor II will pay out 8.17% in capital gains distributions come December. View the latest Vanguard Windsor II Fund;Admiral (VWNAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. In this low interest rate environment, it's no surprise the 10-year average tax exempt return is 0.37%. Learn more about mutual funds at fidelity.com. The Vanguard Windsor Fund has been so successful that it spawned a second fund in 1985, the Vanguard Windsor II Fund Investor Shares (VWNFX), which went on to post a 10.7% average annual return. Find real-time VWNAX - Vanguard Windsor™ II Fund Admiral™ Shares stock quotes, company profile, news and forecasts from CNN Business. Researchers at Duke recently assessed 21 comparable funds from Vanguard and Fidelity across multiple attributes. Quote ... 2020 | 1-Day Return as of Dec 16, 2020, 10:59 PM GMT+00:00. Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $29,857 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns Date: What you’ll see: November 16, 2020: Preliminary capital gains: List of Vanguard mutual funds and ETFs expected to distribute taxable capital gains, with scheduled record dates and preliminary capital gains estimates, as of October 31, 2020. Analyze the Fund Vanguard Windsor ™ II Fund Investor Share having Symbol VWNFX for type mutual-funds and perform research on other mutual funds. Annual Total Returns — Vanguard Windsor II Fund Investor Shares. Premium. Compare returns through history, over specific time periods, among comparable … Windsor II has put up a woeful performance against Vanguard’s 500 Index fund (which mimics the S&P 500 index). Vanguard Windsor II Fund’s return was virtually flat, compared with an advance of nearly 2% for its benchmark, the Russell 1000 Value Index. Average Annual Total Returns for Periods Ended December 31, 2019 1 Year 5 Years 10 Years Vanguard Windsor II Fund Investor Shares Return Before Taxes 29.03% 8.62% 11.28% Return After Taxes on Distributions 26.14 6.40 9.67 Return After Taxes on Distributions and Sale of Fund Shares 19.16 6.43 9.04 Vanguard Windsor II … Let's try to break down what Vanguard's beta means in this case. Vanguard Windsor has a beta of 0.05 . Vanguard Windsor II, the largest actively managed fund in the Vanguard stable, is such a fund. Vanguard funds account for a third of the 100 most popular 401(k) retirement products. Neither United of Omaha Life See how VWNAX has performed including trailing returns and dividend history. Performance charts for Vanguard Windsor Fund (VWNDX) including intraday, historical and comparison charts, technical analysis and trend lines. Vanguard Windsor™ II Fund Admiral™ Shares A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Lazard Asset Management LLC Asset Class Large Cap - Value Primary Index Russell 1000 Value Index Net Assets $29,975.0 Million Inception Date 05/14/2001 Ticker VWNAX Gross Expense Ratio … Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $30,095 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns Advertisement Skip to Content. View mutual fund news, mutual fund market and … In depth view into Vanguard Windsor™ II Admiral™ Total Return Price including historical data from 1985, charts and stats. VWNAX | A complete Vanguard Windsor II Fund;Admiral mutual fund overview by MarketWatch. Get instant access to a free live streaming chart of the Vanguard Windsor II Fund Stock. Admiral™ Shares Stock quotes, company profile, news and forecasts from CNN Business fund seeks to long-term. 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