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Vanguard Five Year Return vs. Five Year Return

    

Relationship of Five Year Return to One Year Return for Vanguard Extended Market Idx Inv

Vanguard Extended Market Idx Inv is rated fifth in five year return among similar funds. It is rated below average in one year return among similar funds reporting about  0.91  of One Year Return per Five Year Return. The ratio of Five Year Return to One Year Return for Vanguard Extended Market Idx Inv is roughly  1.10 
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.

Vanguard

Five Year Return

=

(Mean of Monthly Returns - 1)

X

100%

=
2.30 %
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Vanguard

One Year Return

=

(Mean of Monthly Returns - 1)

X

100%

=
2.10 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

One Year Return Comparison

Vanguard is rated below average in one year return among similar funds.

Five Year Return Comparison

Vanguard is rated fourth in five year return among similar funds.
    
VEXMX United States NASDAQ
Vanguard Extended Market Idx Inv
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    


 
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