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Performance Comparison
Comparison Box

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