Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVOV (Vanguard S&P Mid-Cap 400 Value ETF) | 9.41% | 22.01% | 14.56% | 7.60% | 10.34% | 10.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVOV (Vanguard S&P Mid-Cap 400 Value 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 (%) | 0.78 | 22.01 | 14.56 | 7.60 | 10.34 | 10.74 | NA | … | … | 9.41 | 7.61 | 11.53 | 15.38 | -7.19 | 30.51 | 3.70 | 25.92 | -12.13 | 12.21 | 26.31 | -6.97 | 12.12 | 34.39 | 17.21 | -2.71 | 17.68 |
| Sharpe Ratio | NA | 1.18 | 0.64 | 0.26 | 0.40 | NA | NA | … | … | 1.24 | 0.23 | 0.49 | 0.62 | -0.37 | 1.58 | 0.08 | 1.58 | -0.86 | 1.13 | 1.56 | -0.45 | 1.02 | 2.86 | 1.10 | -0.10 | 5.19 |
| Standard Deviation(%) | NA | 15.25 | 18.00 | 19.47 | 21.81 | NA | NA | … | … | 15.80 | 20.51 | 16.01 | 18.99 | 23.69 | 19.35 | 44.29 | 15.48 | 15.72 | 10.24 | 16.71 | 15.60 | 11.92 | 12.01 | 15.78 | 27.23 | 13.11 |
| Draw Down(%) | NA | 10.58 | 22.61 | 22.61 | 45.99 | NA | NA | … | … | 10.58 | 20.37 | 8.62 | 18.82 | 19.29 | 9.21 | 45.99 | 10.09 | 22.75 | 6.17 | 11.19 | 14.76 | 10.52 | 6.08 | 11.71 | 27.43 | 4.35 |
| Yield(%) | 0.00 | 2.00 | 2.08 | 1.30 | 2.20 | 2.96 | 2.71 | … | … | 0.00 | 1.94 | 1.91 | 0.87 | 1.78 | 2.32 | 2.45 | 2.16 | 1.60 | 1.70 | 1.71 | 1.53 | 1.64 | 1.11 | 1.89 | 1.33 | 0.51 |
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 |
|---|---|---|---|---|
| IVOV (Vanguard S&P Mid-Cap 400 Value ETF) |
-7.74%
Mar 2017 – Mar 2020 |
-1.62%
Mar 2015 – Mar 2020 |
7.35%
Oct 2013 – Oct 2023 |
9.80%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVOV (Vanguard S&P Mid-Cap 400 Value ETF) |
25.69%
Mar 2020 – Mar 2023 |
19.14%
Mar 2020 – Mar 2025 |
14.15%
Sep 2011 – Sep 2021 |
10.88%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart