The table also shows the percentage of Vanguard funds in each major asset category that exceeded the average returns of their fund peer groups (as determined by Lipper) over the 1-, 3-, 5-, and 10-year periods.

Vanguard funds that outperformed their peer-group averages

(Periods ended September 30, 2018)

 

1 year

3 years

5 years

10 years

All Vanguard funds:

66%
(249 of 376 Vanguard funds outperformed their peers; 21,345 funds were in the peer category for this period)

80%
(286 of 359 Vanguard funds outperformed their peers; 18,182 funds were in the peer category for this period)

90%
(296 of 329 Vanguard funds outperformed their peers; 15,191 funds were in the peer category for this period)

89%
(212 of 237 Vanguard funds outperformed their peers; 9,996 funds were in the peer category for this period)

Money market funds:

100%
(9 of 9 Vanguard funds; 508 funds were in the peer category)

100%
(9 of 9 Vanguard funds; 443 funds were in the peer category)

100%
(9 of 9 Vanguard funds; 416 funds were in the peer category)

100%
(9 of 9 Vanguard funds; 379 funds were in the peer category)

Stock funds:

77%
(167 of 216 Vanguard funds; 12,389 funds were in the peer category)

88%
(181 of 205 Vanguard funds; 10,652 funds were in the peer category)

93%
(183 of 196 Vanguard funds; 9,067 funds were in the peer category)

91%
(132 of 145 Vanguard funds; 6,305 funds were in the peer category)

Bond funds:

34%
(38 of 112 Vanguard funds; 4,476 funds were in the peer category)

58%
(63 of 108 Vanguard funds; 3,817 funds were in the peer category)

82%
(81 of 99 Vanguard funds; 3,209 funds were in the peer category)

85%
(51 of 60 Vanguard funds; 1,723 funds were in the peer category)

Balanced funds:

90%
(35 of 39 Vanguard funds; 3,972 funds were in the peer category)

89%
(33 of 37 Vanguard funds; 3,270 funds were in the peer category)

92%
(23 of 25 Vanguard funds; 2,499 funds were in the peer category)

87%
(20 of 23 Vanguard funds; 1,589 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.