Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGV (Vanguard ESG U.S. Stock ETF) | 11.22% | 28.40% | 22.56% | 12.74% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGV (Vanguard ESG U.S. Stock ETF) | 09/21/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 28.40 | 22.56 | 12.74 | NA | NA | NA | … | … | 11.22 | 16.48 | 24.69 | 30.79 | -24.03 | 26.56 | 25.66 | 33.37 | -14.44 |
| Sharpe Ratio | NA | 2.03 | 1.25 | 0.56 | NA | NA | NA | … | … | 1.75 | 0.69 | 1.51 | 1.91 | -0.97 | 1.91 | 0.74 | 2.42 | -1.90 |
| Standard Deviation(%) | NA | 13.34 | 16.05 | 18.33 | NA | NA | NA | … | … | 15.34 | 19.76 | 13.95 | 14.30 | 26.43 | 13.90 | 34.12 | 13.19 | 23.94 |
| Draw Down(%) | NA | 11.60 | 20.41 | 28.81 | NA | NA | NA | … | … | 11.60 | 20.41 | 9.31 | 10.99 | 28.69 | 5.83 | 33.67 | 7.03 | 19.98 |
| Yield(%) | 0.00 | 1.07 | 1.45 | 1.30 | 1.36 | 0.91 | 0.68 | … | … | 0.24 | 1.05 | 1.30 | 1.51 | 1.06 | 1.20 | 1.36 | 1.67 | 0.24 |
Data as of 06/04/2026, Common starting date is 09/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGV (Vanguard ESG U.S. Stock ETF) |
5.72%
Apr 2021 – Apr 2024 |
10.04%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGV (Vanguard ESG U.S. Stock ETF) |
28.49%
Dec 2018 – Dec 2021 |
17.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart