Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 ETF) | 14.55% | 26.16% | 16.72% | 8.27% | 11.19% | 11.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 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 (%) | 1.30 | 26.16 | 16.72 | 8.27 | 11.19 | 11.21 | NA | … | … | 14.55 | 7.47 | 13.97 | 16.45 | -13.17 | 24.60 | 13.59 | 26.17 | -11.33 | 16.37 | 20.36 | -2.31 | 9.51 | 33.59 | 17.76 | -2.57 | 20.30 |
| Sharpe Ratio | NA | 1.46 | 0.75 | 0.28 | 0.45 | NA | NA | … | … | 1.95 | 0.22 | 0.65 | 0.74 | -0.57 | 1.36 | 0.32 | 1.71 | -0.78 | 1.63 | 1.28 | -0.16 | 0.71 | 2.53 | 1.16 | -0.09 | 6.07 |
| Standard Deviation(%) | NA | 15.56 | 18.06 | 19.71 | 21.29 | NA | NA | … | … | 16.99 | 21.06 | 15.96 | 17.54 | 25.75 | 18.03 | 41.74 | 14.42 | 16.30 | 9.71 | 15.70 | 14.97 | 13.40 | 13.27 | 15.38 | 28.11 | 13.22 |
| Draw Down(%) | NA | 8.81 | 24.08 | 24.08 | 42.34 | NA | NA | … | … | 8.81 | 22.01 | 8.47 | 14.42 | 22.71 | 8.46 | 42.34 | 8.58 | 23.22 | 5.55 | 11.37 | 12.52 | 10.54 | 7.12 | 11.38 | 26.27 | 3.59 |
| Yield(%) | 0.00 | 1.47 | 1.74 | 0.98 | 1.76 | 2.40 | 2.28 | … | … | 0.31 | 1.43 | 1.66 | 0.72 | 1.34 | 1.42 | 1.38 | 1.85 | 1.36 | 1.39 | 1.64 | 1.40 | 1.37 | 1.19 | 1.23 | 0.78 | 0.36 |
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 |
|---|---|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 ETF) |
-4.23%
Mar 2017 – Mar 2020 |
0.42%
Mar 2015 – Mar 2020 |
7.84%
Oct 2013 – Oct 2023 |
10.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 ETF) |
22.04%
Mar 2020 – Mar 2023 |
16.88%
Mar 2020 – Mar 2025 |
14.45%
Sep 2011 – Sep 2021 |
11.12%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart