Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) | 19.60% | 30.48% | 18.62% | 8.71% | 11.59% | 11.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) | 09/09/2010 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 30.48 | 18.62 | 8.71 | 11.59 | 11.33 | NA | … | … | 19.60 | 7.34 | 15.62 | 17.36 | -19.07 | 18.85 | 22.59 | 26.12 | -10.57 | 19.90 | 14.34 | 1.81 | 7.45 | 32.62 | 16.81 | -1.01 | 21.75 |
| Sharpe Ratio | NA | 1.59 | 0.81 | 0.28 | 0.48 | NA | NA | … | … | 2.36 | 0.20 | 0.73 | 0.85 | -0.73 | 1.07 | 0.62 | 1.82 | -0.71 | 2.07 | 0.93 | 0.12 | 0.53 | 2.42 | 1.11 | -0.04 | 6.91 |
| Standard Deviation(%) | NA | 17.14 | 18.84 | 20.58 | 20.61 | NA | NA | … | … | 19.90 | 22.09 | 16.52 | 16.25 | 28.29 | 17.68 | 35.96 | 13.56 | 16.93 | 9.36 | 15.24 | 14.91 | 14.11 | 13.45 | 15.25 | 28.97 | 12.63 |
| Draw Down(%) | NA | 9.69 | 25.61 | 29.31 | 39.32 | NA | NA | … | … | 9.69 | 23.61 | 9.31 | 12.65 | 27.31 | 8.11 | 39.32 | 7.04 | 23.78 | 4.99 | 12.07 | 10.94 | 11.00 | 8.17 | 10.57 | 25.89 | 3.02 |
| Yield(%) | 0.00 | 0.70 | 1.05 | 0.56 | 1.16 | 1.58 | 1.54 | … | … | 0.00 | 0.69 | 0.91 | 0.67 | 0.84 | 0.57 | 0.89 | 1.48 | 0.89 | 1.10 | 1.19 | 1.05 | 0.87 | 0.84 | 0.80 | 0.53 | 0.20 |
Data as of 06/04/2026, Common starting date is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) |
-1.15%
Mar 2017 – Mar 2020 |
1.96%
Mar 2015 – Mar 2020 |
7.80%
Oct 2013 – Oct 2023 |
10.08%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) |
22.49%
Dec 2018 – Dec 2021 |
16.28%
Feb 2016 – Feb 2021 |
14.58%
Sep 2011 – Sep 2021 |
11.13%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart