Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 ETF) | 3.23% | 6.19% | 11.62% | 13.04% | 9.57% | NA | NA | 12.50% |
Data as of 07/23/2025, AR inception is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOO (Vanguard S&P Mid-Cap 400 ETF) | 09/09/2010 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 6.19 | 11.62 | 13.04 | 9.57 | NA | NA | 12.50 | 3.23 | 13.98 | 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 | 0.11 | 0.48 | 0.54 | 0.37 | NA | NA | 0.53 | 0.01 | 0.46 | 0.70 | -0.57 | 1.36 | 0.32 | 1.72 | -0.78 | 1.63 | 1.28 | -0.16 | 0.71 | 2.53 | 1.16 | -0.09 | 6.07 |
| Standard Deviation(%) | NA | 21.87 | 19.84 | 20.25 | 21.42 | NA | NA | 20.27 | 25.10 | 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 | 24.34 | 24.34 | 24.34 | 42.34 | NA | NA | 42.34 | 22.27 | 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 | 0.92 | 0.90 | 1.37 | 1.75 | 2.79 | 2.09 | 2.99 | 0.00 | 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 07/23/2025, AR inception 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 |
0.00%
NA |
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 |
16.80%
Mar 2020 - Mar 2025 |
14.45%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart