Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 1.08% | 13.79% | 8.88% | 10.72% | 8.73% | 11.02% | 8.70% | 6.33% |
Data as of 08/04/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 01/02/1980 | 08/04/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 13.79 | 8.88 | 10.72 | 8.73 | 11.02 | 8.70 | 6.33 | 1.08 | 14.10 | 18.03 | -17.71 | 17.60 | 18.92 | 27.22 | -9.44 | 16.10 | 18.17 | -3.78 | 7.39 | 37.63 | 18.03 | -2.79 | 27.72 | 36.13 | -36.09 | 1.16 | 15.63 | 7.41 | 19.85 | 45.63 | -20.04 | 3.10 | -3.21 | 11.32 | -10.74 | 17.40 | 8.70 | 24.15 | -4.34 | 11.37 | 15.42 | 39.47 | -21.05 | -7.52 | 24.04 | -17.52 | -13.72 | 13.47 | -25.17 | 1.91 | 14.05 | -2.83 | 20.75 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.41 | 0.32 | NA | NA | 0.15 | -0.15 | 0.62 | 0.78 | -0.70 | 0.94 | 0.46 | 1.76 | -0.64 | 1.52 | 1.07 | -0.25 | 0.52 | 2.76 | 1.12 | -0.09 | 1.16 | 1.01 | -0.83 | -0.11 | 0.80 | 0.36 | 1.18 | 2.54 | -0.85 | 0.03 | -0.25 | 0.48 | -0.65 | 0.94 | 0.39 | 2.39 | -0.71 | 0.85 | 1.32 | 2.77 | -1.94 | -0.69 | 1.63 | -0.57 | -0.96 | 0.59 | -1.49 | -0.17 | 0.20 | -0.46 | 0.35 |
| Standard Deviation(%) | NA | 22.39 | 20.74 | 21.17 | 21.84 | NA | NA | 22.11 | 25.02 | 17.02 | 18.59 | 27.26 | 18.76 | 40.59 | 14.66 | 16.99 | 10.17 | 16.81 | 15.38 | 14.30 | 13.64 | 16.23 | 31.51 | 23.82 | 35.70 | 44.54 | 18.43 | 15.24 | 14.49 | 16.02 | 17.69 | 25.03 | 23.37 | 29.90 | 16.54 | 21.90 | 14.47 | 12.87 | 8.44 | 10.41 | 10.82 | 9.68 | 12.78 | 13.61 | 19.57 | 11.66 | 38.31 | 18.84 | 13.62 | 21.55 | 26.50 | 30.21 | 28.94 | 35.21 |
| Draw Down(%) | NA | 25.28 | 25.28 | 28.19 | 41.82 | NA | NA | 64.27 | 22.98 | 8.29 | 15.77 | 25.01 | 10.13 | 41.82 | 8.05 | 24.61 | 5.28 | 14.29 | 14.50 | 11.87 | 5.95 | 12.06 | 28.42 | 19.94 | 32.67 | 51.86 | 13.26 | 13.14 | 9.20 | 12.44 | 12.95 | 36.64 | 25.84 | 26.12 | 12.04 | 36.63 | 14.04 | 14.84 | 6.66 | 11.48 | 9.15 | 11.75 | 10.06 | 29.23 | 25.42 | 10.49 | 43.26 | 30.65 | 13.66 | 27.05 | 30.00 | 21.32 | 31.19 | 18.37 |
| Yield(%) | 0.00 | 1.41 | 1.55 | 1.80 | 1.98 | 3.20 | 2.79 | 3.81 | 0.65 | 1.35 | 1.69 | 1.13 | 1.32 | 1.23 | 1.60 | 1.35 | 1.41 | 1.64 | 1.29 | 1.36 | 1.55 | 1.96 | 1.12 | 1.29 | 1.33 | 1.26 | 1.26 | 1.24 | 1.10 | 1.17 | 1.27 | 0.97 | 1.21 | 14.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) |
-18.39%
Sep 1987 - Sep 1990 |
-11.82%
May 1983 - May 1988 |
-6.42%
Nov 1980 - Nov 1990 |
-0.40%
Aug 1983 - Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) |
33.15%
Feb 2009 - Feb 2012 |
29.02%
Feb 2009 - Feb 2014 |
17.99%
Feb 2009 - Feb 2019 |
14.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart