Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGC (Vanguard Mega Cap ETF) | 7.97% | 15.67% | 21.24% | 16.22% | 14.06% | 15.02% | NA | 11.33% |
Data as of 07/18/2025, AR inception is 12/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGC (Vanguard Mega Cap ETF) | 12/24/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 15.67 | 21.24 | 16.22 | 14.06 | 15.02 | NA | 11.33 | 7.97 | 27.16 | 29.76 | -19.96 | 27.58 | 21.57 | 31.15 | -3.43 | 22.61 | 11.90 | 1.40 | 12.74 | 32.03 | 16.14 | 2.34 | 13.74 | 25.24 | -36.07 | -1.22 |
| Sharpe Ratio | NA | 0.61 | 1.02 | 0.81 | 0.68 | NA | NA | 0.51 | 0.51 | 1.78 | 2.01 | -0.87 | 2.10 | 0.62 | 2.37 | -0.28 | 3.40 | 0.91 | 0.09 | 1.14 | 3.00 | 1.30 | 0.10 | 0.79 | 0.97 | -0.95 | -12.84 |
| Standard Deviation(%) | NA | 20.34 | 17.47 | 17.73 | 18.54 | NA | NA | 19.84 | 23.87 | 13.24 | 13.12 | 24.63 | 13.14 | 34.51 | 12.50 | 17.24 | 6.48 | 12.80 | 15.22 | 11.17 | 10.65 | 12.45 | 22.85 | 17.34 | 25.82 | 38.72 | 4.41 |
| Draw Down(%) | NA | 19.28 | 19.28 | 25.75 | 33.07 | NA | NA | 52.20 | 19.28 | 9.09 | 9.15 | 25.75 | 5.44 | 33.07 | 6.77 | 19.02 | 2.50 | 10.24 | 12.39 | 7.37 | 5.26 | 9.40 | 17.94 | 15.59 | 26.42 | 46.64 | 1.30 |
| Yield(%) | 0.00 | 1.20 | 1.77 | 1.91 | 2.74 | 4.56 | 2.65 | 3.12 | 0.54 | 1.45 | 1.74 | 1.29 | 1.49 | 1.71 | 2.33 | 1.97 | 2.18 | 2.37 | 2.09 | 1.43 | 2.35 | 2.53 | 2.05 | 2.04 | 2.57 | 1.32 | 0.00 |
Data as of 07/18/2025, AR inception is 12/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGC (Vanguard Mega Cap ETF) |
-0.30%
Jan 2008 - Jan 2011 |
3.84%
Jan 2008 - Jan 2013 |
8.94%
Apr 2008 - Apr 2018 |
9.64%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGC (Vanguard Mega Cap ETF) |
26.71%
Dec 2018 - Dec 2021 |
22.38%
Feb 2009 - Feb 2014 |
16.90%
Sep 2011 - Sep 2021 |
16.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart