Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Vanguard Five Year Return Assessment
According to company disclosure Vanguard Windsor II Inv has Five Year Return of -0.91%. This is 151.41% lower than that of Vanguard family, and 48.94% higher than that of Large Value category, The Five Year Return for all funds is 316.67% higher than the company.
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Vanguard is currently under evaluation in five year return among similar funds.
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