Performance analysis of VPU (VANGUARD UTILITIES INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, VPU has had an average annual return of +12.79%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, VPU has had an average annual return of +9.81%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, VPU has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jan 30, 2004, VPU has had an average annual return of +9.76%, underperforming the benchmark SPY, which returned +10.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.34% | +16.47% | +23.07% | -7.46% | +1.04% | +17.37% | -0.76% | +24.86% | +4.37% | +12.46% | +17.60% | -4.82% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +26.99% | +14.88% | +1.83% | +18.96% | +7.05% | +11.30% | -27.94% | +17.01% | +21.66% | +14.53% | +20.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.59% | +9.51% | -3.12% | +2.20% | -4.85% | +2.26% | -0.78% | +6.34% | |||||
| 2025 | +2.84% | +2.03% | +0.35% | +0.11% | +3.49% | +0.44% | +4.95% | -1.38% | +4.36% | +1.93% | +1.76% | -5.11% | +16.47% |
| 2024 | -3.33% | +1.41% | +6.95% | +1.59% | +8.69% | -5.25% | +6.83% | +4.47% | +6.22% | -1.19% | +4.15% | -8.03% | +23.07% |
| 2023 | -1.58% | -5.74% | +4.52% | +1.50% | -5.62% | +1.40% | +2.41% | -6.34% | -5.58% | +0.81% | +5.11% | +2.39% | -7.46% |
| 2022 | -3.36% | -1.87% | +9.79% | -4.38% | +4.51% | -5.09% | +5.71% | +0.29% | -11.17% | +2.45% | +7.04% | -0.93% | +1.04% |
| 2021 | -1.04% | -5.54% | +10.30% | +3.78% | -2.34% | -1.86% | +3.92% | +3.70% | -6.17% | +5.12% | -1.59% | +9.42% | +17.37% |
| 2020 | +6.10% | -9.99% | -10.09% | +3.23% | +4.31% | -4.86% | +7.24% | -2.54% | +0.58% | +4.89% | +1.43% | +0.89% | -0.76% |
| 2019 | +3.72% | +3.88% | +2.83% | +0.86% | -0.87% | +3.33% | -0.21% | +4.83% | +4.08% | -0.86% | -1.98% | +3.11% | +24.86% |
| 2018 | -3.13% | -4.11% | +4.02% | +2.47% | -0.31% | +2.42% | +1.67% | +1.15% | -0.38% | +1.17% | +3.92% | -4.15% | +4.37% |
| 2017 | +1.17% | +4.95% | -0.06% | +0.67% | +4% | -2.37% | +2.65% | +2.90% | -2.44% | +3.91% | +2.89% | -5.90% | +12.46% |
Drawdown analysis of VPU (VANGUARD UTILITIES INDEX FUND ETF SHARES)
The maximum drawdown for the VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 819 trading sessions.
The current VPU drawdown is -4.42%.
Since Jan 30, 2004 VPU has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.30% | Dec 10, 2007 | 312 | Mar 9, 2009 | 819 | Jun 6, 2012 | 1131 |
| -36.43% | Feb 18, 2020 | 24 | Mar 23, 2020 | 352 | Aug 13, 2021 | 376 |
| -25.15% | Sep 12, 2022 | 265 | Oct 2, 2023 | 209 | Aug 1, 2024 | 474 |
| -16.15% | Jan 29, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
| -15.28% | Apr 8, 2022 | 48 | Jun 17, 2022 | 38 | Aug 12, 2022 | 86 |
| -15.14% | Nov 14, 2017 | 58 | Feb 8, 2018 | 145 | Sep 6, 2018 | 203 |
| -12.18% | May 21, 2007 | 47 | Jul 27, 2007 | 89 | Dec 3, 2007 | 136 |
| -11.88% | Oct 3, 2005 | 13 | Oct 20, 2005 | 186 | Jul 19, 2006 | 199 |
| -11.58% | Jul 6, 2016 | 91 | Nov 11, 2016 | 72 | Feb 28, 2017 | 163 |
| -11.03% | Apr 30, 2013 | 36 | Jun 20, 2013 | 164 | Feb 13, 2014 | 200 |
| -10.23% | Nov 29, 2024 | 87 | Apr 8, 2025 | 27 | May 16, 2025 | 114 |
| -9.44% | Dec 31, 2021 | 36 | Feb 23, 2022 | 21 | Mar 24, 2022 | 57 |
| -9.39% | Jul 30, 2012 | 75 | Nov 15, 2012 | 58 | Feb 11, 2013 | 133 |
| -9.27% | Jun 30, 2014 | 26 | Aug 6, 2014 | 55 | Oct 23, 2014 | 81 |
| -9.21% | Apr 1, 2004 | 28 | May 12, 2004 | 45 | Jul 19, 2004 | 73 |
| -8.90% | Oct 15, 2025 | 57 | Jan 7, 2026 | 26 | Feb 13, 2026 | 83 |
| -8.88% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.52% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -8.44% | Sep 2, 2021 | 17 | Sep 28, 2021 | 53 | Dec 13, 2021 | 70 |
| -5.97% | Oct 16, 2024 | 13 | Nov 4, 2024 | 16 | Nov 26, 2024 | 29 |
| -5.58% | Sep 26, 2019 | 32 | Nov 11, 2019 | 28 | Dec 20, 2019 | 60 |
| -5.43% | Apr 1, 2016 | 14 | Apr 21, 2016 | 15 | May 12, 2016 | 29 |
| -5.23% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -5.01% | Aug 4, 2025 | 24 | Sep 8, 2025 | 12 | Sep 24, 2025 | 36 |
| -4.99% | Jun 16, 2017 | 16 | Jul 11, 2017 | 20 | Aug 8, 2017 | 36 |