Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) | 3.02% | 4.71% | 10.85% | NA | NA | NA | NA | 7.83% |
Data as of 07/17/2025, AR inception is 11/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) | 11/09/2021 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 4.71 | 10.85 | NA | NA | NA | NA | 7.83 | 3.02 | 10.69 | 10.42 | -3.88 | 3.62 |
| Sharpe Ratio | NA | 0.32 | 0.51 | NA | NA | NA | NA | 0.25 | 0.17 | 0.77 | 0.66 | -0.28 | 2.04 |
| Standard Deviation(%) | NA | 15.22 | 13.52 | NA | NA | NA | NA | 14.32 | 18.64 | 9.22 | 10.30 | 18.83 | 13.81 |
| Draw Down(%) | NA | 14.73 | 14.73 | NA | NA | NA | NA | 15.75 | 12.87 | 5.21 | 7.75 | 15.75 | 4.80 |
| Yield(%) | 0.00 | 1.34 | 1.54 | 0.93 | 0.47 | 0.31 | 0.23 | 1.55 | 0.00 | 2.14 | 1.37 | 0.81 | 0.17 |
Data as of 07/17/2025, AR inception is 11/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) |
5.51%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) |
10.55%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart