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Vanguard Equity Income Fund;Investor

Ranked 68 out of 192 in - US Income over 12 months
All calculations are in USD unless stated

Managed by

Binbin Guo

W. Michael Reckmeyer III

James P. Stetler

James P. Stetler is a Principal at Vanguard. He has been with Vanguard since 1982 and has been working in investment management since 1996. Stetler held an BS degree from Susquehanna University and an MBA from Saint Joseph’s University.

Objective

The Fund seeks a high level of current income and reasonable long-term capital appreciation, by investing primarily in dividend-paying equity securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Income over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 1.4%
2017 18.4% 4.5% 2.0% 4.5% 6.3%
2016 14.7% 3.5% 4.0% 1.7% 4.8%
2015 0.8% -0.1% -0.4% -5.5% 7.1%
2014 11.3% 2.3% 5.1% -0.6% 4.0%
2013 30.1% 11.3% 3.6% 3.6% 9.0%
2012 13.5% 8.4% -0.9% 5.5% 0.1%
2011 10.6% 6.6% 2.1% -10.7% 13.8%
2010 14.9% 4.6% -9.4% 11.2% 9.0%
2009 17.1% -15.8% 14.1% 15.3% 5.7%
2008 -31.0% -7.5% -6.3% -3.0% -18.0%
2007 4.9% 1.4% 5.1% 2.1% -3.7%
2006 20.6% 5.0% 1.2% 6.3% 6.8%
2005 4.4% -1.2% 1.5% 2.7% 1.3%
2004 13.6% 1.3% 1.7% 1.2% 9.0%
2003 25.1% -5.7% 15.7% 0.4% 14.2%
2002 -15.7% 3.6% -8.6% -17.9% 8.5%
2001 -2.3% -5.0% 3.7% -6.2% 5.6%
2000 13.6% -1.5% 0.1% 7.4% 7.3%
1999 -0.2% -1.2% 9.8% -8.4% 0.4%
1998 17.3% 10.9% -1.3% -5.4% 13.2%
1997 31.2% 2.9% 12.2% 7.4% 5.7%
1996 17.4% 3.0% 3.5% 1.9% 8.1%
1995 37.3% 9.6% 6.1% 8.5% 8.9%
1994 -1.6% -6.6% 2.0% 4.4% -1.1%
1993 14.7% 7.5% 2.6% 5.7% -1.7%
1992 9.2% -1.1% 4.8% 3.1% 2.2%
1991 25.4% 13.4% -0.6% 5.9% 5.1%
1990 -11.9% -3.8% 1.8% -15.1% 6.0%
1989 26.5% 7.4% 7.9% 8.4% 0.8%
1988 7.0% 3.4% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/03/1988
  • Share Class size5,878Mn
  • Base currencyUSD
  • ISIN US9219211029

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment100

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).