Vanguard Equity-Income Fund Admiral Shares(VEIRX) overview

Last updated 2025-03-18 20:01:00 (EDT)

Return and Risk Analysis

Analyze the Average Return and Risk Vanguard Equity-Income Fund Admiral Shares (VEIRX).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	8.1%	0.3	-15.12%
Past 5 Years	19.1%	0.87	-15.12%
Past 10 Years	10.1%	0.39	-35.26%
Past 20 Years	9.4%	0.34	-54.02%

Basic Information

Basic Information of Vanguard Equity-Income Fund Admiral Shares (VEIRX).

Issuance Information


Full Name of the ETF	Vanguard Equity-Income Fund Admiral Shares
Listing Date	2001-08-13

ETF Description


The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.

The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.