Sunday, July 13, 2008

Vanguard index fund 3-year returns

The table below lists the 3-year annualized returns of the Vanguard Index funds. I have included the index funds that have been in the business for at least 3-years. The 3-year performance displayed below is as of 6/30/2008 and data is from the Vanguard’s website. The performance quoted also includes the dividends paid out by these index funds.

As you can see from the table, the small cap funds and value funds are already underperforming the growth and large caps for 3-years now. The long awaited large cap outperformance relative to small caps is going on for 3 years already. International index funds were the best performers in the last 3 years. It will be interesting to see how far the international outperformance continues. If I have to guess I will say that when I will make this table 3 years from now, I will probably see domestic index funds sitting on the top and international index funds will show low relative returns to the domestic index funds. That is my guess but we will have to wait and see.

Symbol Index Fund Name 3-year Average
Annual Returns
VEIEX Emerging Market Stock Index Fund 25.64%
VGTSX Total International Stock Index Fund 14.94%
VEURX European Stock Index Fund 13.60%
VDMIX Developed Markets Index Fund 12.91%
VPACX Pacific Stock Index Fund 11.53%
VISGX Small Cap Growth Index Fund 7.65%
VIGRX Growth Index Fund 6.44%
VIMSX Mid Cap Index Fund 6.72%
VEXMX Extended Market Index Fund 6.11%
VLACX Large Cap Index Fund 5.00%
VTSMX Total Stock Market Index Fund 4.88%
VFINX 500 Index Fund 4.28%
VGSIX REIT Index Fund 4.72%
NAESX Small Cap Index Fund 4.55%
VIVAX Value Index Fund 3.34%
VISVX Small Cap Value Index Fund 1.28%

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