Total Returns for Vanguard Convertible Securities (VCVSX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    30.23% -2.79 12.22 53 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -29.79% 10.61% 12.94% 6.60% 7.20%
    +/- Category 3.59 3.10 2.22 3.01 -1.83
    +/- Index -7.61 1.99 -0.01 -0.18 -4.70
    Rank in Category 25 20 21 17 73
    # of Funds in Category 82 77 84 89 89
    2003 2002 2001 2000 1999
    Total Returns Per Year 31.58% -9.35% -3.09% 4.21% 30.36%
    +/- Category 5.34 -1.58 3.48 1.69 1.15
    +/- Index 9.16 -2.46 -0.63 2.53 16.87
    Rank in Category 18 77 25 41 45
    # of Funds in Category 87 90 81 72 64
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- Morningstar Moderate Target Risk # of Funds
    1-Day 0.00% — — 69
    1-Week 0.17% 86 — 69
    1-Month -0.67% 100 -6.61% 69
    3-Month 3.17% 100 -7.57% 69
    Year-to-date 31.00% 57 12.22% 64
    1-Year 28.93% 45 29.38% 63
    3-Year Annualized 1.49% 18 -0.64% 52
    5-Year Annualized 5.05% 3 -0.12% 48
    10-Year Annualized 6.19% 14 1.04% 15
    Since Inception 8.01% — — —
    Inception Date 06/17/1986
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/04/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 4.00% -4.25%
    3-Month 13.52% 3.14%
    Year-to-date 33.30% 28.92%
    1-Year 13.24% 33.76%
    3-Year Annualized 2.85% 1.03%
    5-Year Annualized 5.80% 5.13%
    10-Year Annualized 6.96% 6.19%
    Since Inception 8.20% 8.01%
    Inception Date 06/17/1986
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -1.21%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 30.23% 33.76% 1.03% 5.13% 6.19% 8.01%
    On Distribution* 27.65% 31.92% -1.28% 3.06% 4.03% 5.52%
    Rank in Category 52 31 26 9 17 —
    On Distribution & Sales of Shares* 18.73% 21.83% -0.22% 3.42% 4.13% 5.49%
    Rank in Category 49 30 25 4 12 —
    Tax Cost Ratio — — 2.29% 1.97% 2.03% —
    Data as of 10/31/2009
    * After Tax