Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) | 7.94% | 12.16% | 13.44% | 14.75% | 11.26% | 12.15% | NA | 8.74% |
Data as of 07/25/2025, AR inception is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) | 12/21/2007 | 07/25/2025 |
| 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 (%) | 1.42 | 12.16 | 13.44 | 14.75 | 11.26 | 12.15 | NA | 8.74 | 7.94 | 16.94 | 9.16 | -1.21 | 25.93 | 2.50 | 25.55 | -4.10 | 16.85 | 16.76 | -0.20 | 12.18 | 32.18 | 15.01 | 1.37 | 13.13 | 15.73 | -35.64 | -0.93 |
| Sharpe Ratio | NA | 0.41 | 0.77 | 0.86 | 0.55 | NA | NA | 0.38 | 0.50 | 1.30 | 0.48 | -0.14 | 2.11 | 0.07 | 2.11 | -0.35 | 2.32 | 1.28 | -0.01 | 1.14 | 2.93 | 1.21 | 0.06 | 0.74 | 0.52 | -0.88 | NA |
| Standard Deviation(%) | NA | 15.66 | 13.81 | 14.29 | 16.88 | NA | NA | 19.67 | 18.43 | 10.22 | 11.46 | 18.30 | 12.26 | 34.49 | 11.41 | 15.87 | 7.00 | 12.94 | 15.33 | 10.71 | 10.98 | 12.47 | 23.20 | 17.70 | 30.22 | 41.27 | NA |
| Draw Down(%) | NA | 13.18 | 13.18 | 16.53 | 35.41 | NA | NA | 56.30 | 13.18 | 7.06 | 9.08 | 16.53 | 5.01 | 35.41 | 6.55 | 16.63 | 4.06 | 9.13 | 12.88 | 7.68 | 4.93 | 9.44 | 20.35 | 15.16 | 32.77 | 47.42 | NA |
| Yield(%) | 0.00 | 2.31 | 2.82 | 3.40 | 3.78 | 5.37 | 3.03 | 3.57 | 1.09 | 2.62 | 2.64 | 2.35 | 2.70 | 2.44 | 3.28 | 2.46 | 2.65 | 2.91 | 2.52 | 1.78 | 2.88 | 3.08 | 2.68 | 2.56 | 3.28 | 2.15 | 0.00 |
Data as of 07/25/2025, AR inception is 12/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) |
-2.95%
Jan 2008 - Jan 2011 |
1.91%
Jan 2008 - Jan 2013 |
7.52%
Apr 2008 - Apr 2018 |
8.02%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) |
23.39%
Feb 2009 - Feb 2012 |
21.63%
Feb 2009 - Feb 2014 |
15.62%
Feb 2009 - Feb 2019 |
14.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart