Vanguard - Fund performance (2024)

FAQs

Which Vanguard fund has the highest return? ›

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

Fund Performance

The fund has returned 10.10 percent over the past year, 10.32 percent over the past three years, 10.97 percent over the past five years and 11.14 percent over the past decade.

Morningstar gives many of Vanguard's funds a five-star rating—the highest rating possible from Morningstar's rating system. The Vanguard Wellesley Income Admira allocates over half its assets to a broad mix of bonds. The Vanguard Tax-Managed Balanced Fund Admiral Shares allocates nearly half of its assets in stocks.

About Vanguard

Vanguard's mission is to "take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."6 It prides itself on its stability, transparency, low costs, and risk management.

Each fund also owns the individual securities (stocks and bonds, for example) that make up the fund, and there's no way for a fund to go bankrupt unless every security simultaneously loses all value (an event that would reach far beyond Vanguard if it were to occur).

The "4% rule" is a popular example of the dollar-plus-inflation strategy. Here's how it works. You withdraw 4% of your portfolio in your first year of retirement. Then, in each subsequent year, the amount you withdraw increases with the rate of inflation.

Costs Verdict: Fidelity

Fidelity and Vanguard are neck and neck when it comes to keeping costs low. Overall, you might save money at Fidelity if you trade options, but Vanguard will be cheaper if mutual funds are your focus.

Is Schwab or Vanguard better? ›

Overall, we found that Schwab is a great choice for self-directed investors and traders who want access to multiple platforms, plenty of tools, and full banking capabilities. Vanguard works well for buy-and-hold investors who may not be as tech-savvy and who want access to professional advice.

Vanguard Growth & Income Fund (VGIAX)

VGIAX's one-two punch of investment goals helped it beat the overall stock market in 2022 and 2023. Over the past 10 years, this fund's average annual return beats the S&P 500's by a nose. Likewise, its trailing 12-month dividend yield approaches the broad market's.

Investors looking for ETFs that have beaten both the S&P 500 and the Nasdaq Composite over the last year have come to the right place. Here's a closer look at the Vanguard Growth ETF (VUG 0.34%), Vanguard Mega Cap Growth ETF (MGK 0.36%), and the Vanguard Communications Services ETF (VOX 0.28%).

VTSAX is quite a bit more diversified than VFIAX as it maintains exposure to the total US stock market, whereas VFIAX only holds large-cap stocks that make up the S&P 500. Therefore, choosing between VTSAX and VFIAX depends on personal preference and investment goals.