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Performance analysis of VFH (VANGUARD FINANCIALS INDEX FUND ETF SHARES)

Annual Return

Over the past 3 years, VFH has had an average annual return of +19.35%, outperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, VFH has had an average annual return of +11.09%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, VFH has had an average annual return of +13.22%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Jan 30, 2004, VFH has had an average annual return of +6.84%, underperforming the benchmark SPY, which returned +10.73% annual.

202620252024202320222021202020192018201720162015
+3.88%+14.91%+30.46%+14.14%-12.31%+35.19%-2.00%+31.57%-13.51%+19.98%+24.86%-0.58%
20142013201220112010200920082007200620052004
+14.09%+32.86%+26.23%-14.31%+14.81%+14.32%-48.90%-17.59%+19.43%+6.05%+10.21%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-1.95%-4.07%-3.48%+6.12%-1.20%+4.58%+4.37%+3.88%
2025+6.61%+0.18%-4.87%-2.31%+5.29%+3.99%+0.38%+3.28%-0.23%-2.84%+1.95%+3.21%+14.91%
2024+1.87%+4.20%+4.97%-4.62%+3.43%-0.66%+7.02%+3.71%-0.35%+3.02%+11.46%-5.91%+30.46%
2023+7.83%-2.07%-10.32%+2.17%-3.94%+6.86%+6.02%-3.05%-3.21%-2.90%+11.44%+6.78%+14.14%
2022-0.57%-1.32%-1.02%-10.13%+3.51%-10.67%+7.45%-1.94%-7.91%+12.14%+6.13%-5.92%-12.31%
2021-1.52%+11.76%+5.86%+6.28%+4.13%-2.87%-0.29%+5.11%-1.70%+7.56%-5.35%+2.93%+35.19%
2020-2.40%-11.20%-22.80%+10.03%+2.89%+0.31%+2.99%+3.87%-3.83%+0.75%+16.38%+6.92%-2.00%
2019+9.41%+3.11%-3.10%+8.56%-7.01%+6.51%+2.74%-5.16%+4.79%+2.04%+4.94%+2.38%+31.57%
2018+5.71%-2.72%-3.23%-0.36%-0.16%-1.88%+4.69%+1.37%-2.61%-5.34%+2.68%-11.37%-13.51%
2017+0.15%+4.85%-2.73%-0.68%-1.61%+6.32%+1.58%-2.01%+5.48%+2.54%+3.52%+1.46%+19.98%

Drawdown analysis of VFH (VANGUARD FINANCIALS INDEX FUND ETF SHARES)

The maximum drawdown for the VFH was -78.62%, occurring on Mar 6, 2009. Recovery took 1937 trading sessions.

The current VFH drawdown is -1.32%.

Since Jan 30, 2004 VFH has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 7 times
DepthStartTo BottomBottomTo RecoverEndTotal
-78.62%Jun 4, 2007443Mar 6, 20091937Nov 11, 20162380
-44.44%Feb 14, 202025Mar 23, 2020201Jan 7, 2021226
-25.67%Jan 12, 2022180Sep 30, 2022349Feb 22, 2024529
-24.31%Jan 26, 2018229Dec 24, 2018216Nov 1, 2019445
-17.30%Feb 18, 202535Apr 8, 202556Jun 30, 202591
-14.75%Jan 6, 202656Mar 27, 202667Jul 6, 2026123
-10.78%Mar 5, 200445May 10, 2004124Nov 4, 2004169
-9.41%Dec 30, 200476Apr 20, 200556Jul 11, 2005132
-8.64%Mar 1, 201731Apr 13, 201770Jul 25, 2017101
-8.34%Feb 20, 200715Mar 13, 200756Jun 1, 200771
-8.27%Jun 4, 202130Jul 19, 202116Aug 10, 202146
-7.99%Nov 29, 202427Jan 10, 202510Jan 27, 202537
-7.84%Jan 14, 202110Jan 29, 20217Feb 9, 202117
-7.67%Nov 3, 202132Dec 20, 202113Jan 7, 202245
-7.40%May 5, 200627Jun 14, 200662Sep 12, 200689
-7.24%Jul 30, 20244Aug 5, 202414Aug 23, 202418
-6.34%Mar 28, 202412Apr 16, 202421May 15, 202433
-6.28%Jul 28, 200554Oct 13, 200514Nov 2, 200568
-6.19%Aug 4, 201723Sep 7, 20179Sep 20, 201732
-6.06%Sep 19, 202544Nov 20, 202514Dec 11, 202558
-5.82%Aug 27, 202116Sep 21, 202112Oct 7, 202128
-4.56%Mar 12, 20217Mar 23, 202111Apr 8, 202118
-4.37%May 17, 202419Jun 14, 202417Jul 11, 202436
-3.89%Jul 25, 20255Aug 1, 202515Aug 22, 202520
-3.78%Jan 11, 20066Jan 20, 200622Feb 22, 200628