Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IVOV (Vanguard S&P Mid-Cap 400 Value ETF) | 2.37% | 8.60% | 12.11% | 15.72% | 9.20% | NA | NA | 11.99% |
Data as of 07/18/2025, AR inception 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 | 07/18/2025 |
| 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 (%) | -0.72 | 8.60 | 12.11 | 15.72 | 9.20 | NA | NA | 11.99 | 2.37 | 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 | 0.25 | 0.44 | 0.65 | 0.35 | NA | NA | 0.50 | 0.06 | 0.31 | 0.59 | -0.36 | 1.58 | 0.08 | 1.58 | -0.86 | 1.14 | 1.56 | -0.45 | 1.02 | 2.86 | 1.10 | -0.10 | 5.19 |
| Standard Deviation(%) | NA | 21.26 | 19.79 | 20.50 | 22.03 | NA | NA | 20.55 | 24.18 | 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 | 22.61 | 22.61 | 22.61 | 45.99 | NA | NA | 45.99 | 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 | 1.82 | 1.37 | 2.35 | 2.20 | 3.37 | 2.53 | 3.61 | 0.00 | 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 07/18/2025, 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 |
|---|---|---|---|---|
| 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 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart