Vanguard funds that outperformed their peer-group averages

(Periods ended September 30, 2017)

 

1 year

3 years

5 years

10 years

All Vanguard funds:

57% (213 of 372 Vanguard funds outperformed their peers; 20,901 funds were in the peer category for this period)

90% (302 of 335 Vanguard funds outperformed their peers; 17,413 funds were in the peer category for this period)

85% (268 of 317 Vanguard funds outperformed their peers; 14,755 funds were in the peer category for this period)

95% (214 of 226 Vanguard funds outperformed their peers; 9,673 funds were in the peer category for this period)

Money market funds:

100% (9 of 9 Vanguard funds; 553 funds were in the peer category)

100% (9 of 9 Vanguard funds; 468 funds were in the peer category)

100% (9 of 9 Vanguard funds; 464 funds were in the peer category)

100% (9 of 9 Vanguard funds; 422 funds were in the peer category)

Stock funds:

62% (134 of 215 Vanguard funds; 12,195 funds were in the peer category)

88% (177 of 201 Vanguard funds; 10,429 funds were in the peer category)

85% (166 of 196 Vanguard funds; 8,980 funds were in the peer category)

93% (128 of 137 Vanguard funds; 6,122 funds were in the peer category)

Bond funds:

41% (45 of 111 Vanguard funds; 4,292 funds were in the peer category)

91% (91 of 100 Vanguard funds; 3,656 funds were in the peer category)

82% (71 of 87 Vanguard funds; 2,910 funds were in the peer category)

95% (55 of 58 Vanguard funds; 1,716 funds were in the peer category)

Balanced funds:

68% (25 of 37 Vanguard funds; 3,861 funds were in the peer category)

100% (25 of 25 Vanguard funds; 2,860 funds were in the peer category)

88% (22 of 25 Vanguard funds; 2,401 funds were in the peer category)

100% (22 of 22 Vanguard funds; 1,413 funds were in the 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 are represented by the Dow Jones U.S. Total Stock Market Float Adjusted Index. International stocks are represented by the FTSE Global All Cap ex US Index. Bonds are represented by the Bloomberg Barclays U.S. Aggregate Bond Index.