Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VASVX (VANGUARD SELECTED VALUE FUND INVESTOR SHARES) | 0.11% | 5.38% | 13.29% | 16.32% | 7.29% | 10.13% | 8.21% | 9.01% |
Data as of 06/20/2025, AR inception is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VASVX (VANGUARD SELECTED VALUE FUND INVESTOR SHARES) | 06/28/1996 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 5.38 | 13.29 | 16.32 | 7.29 | 10.13 | 8.21 | 9.01 | 0.11 | 6.68 | 25.46 | -7.55 | 27.55 | 5.79 | 29.54 | -19.76 | 10.03 | 16.33 | -3.79 | 6.49 | 42.04 | 15.25 | 0.82 | 19.57 | 36.26 | -35.42 | -0.34 | 19.11 | 10.67 | 20.38 | 35.21 | -9.79 | 15.09 | 17.35 | -2.72 | -11.77 | 17.40 | 7.90 |
| Sharpe Ratio | NA | 0.10 | 0.56 | 0.70 | 0.27 | NA | NA | 0.36 | -0.12 | 0.21 | 1.33 | -0.38 | 1.45 | 0.12 | 2.16 | -1.35 | 0.83 | 0.96 | -0.26 | 0.53 | 3.63 | 1.15 | 0.03 | 1.03 | 1.34 | -0.97 | -0.24 | 1.66 | 0.83 | 1.83 | 2.32 | -0.50 | 0.82 | 0.74 | -0.41 | -0.78 | 1.08 | 1.11 |
| Standard Deviation(%) | NA | 20.29 | 18.83 | 20.38 | 22.10 | NA | NA | 19.61 | 24.49 | 14.47 | 16.53 | 23.95 | 18.95 | 46.90 | 13.00 | 15.75 | 11.32 | 16.81 | 14.97 | 12.25 | 11.58 | 13.31 | 25.16 | 18.87 | 27.05 | 37.54 | 14.36 | 9.50 | 10.17 | 10.57 | 14.84 | 21.94 | 15.60 | 17.76 | 14.74 | 19.65 | 12.66 | 11.23 |
| Draw Down(%) | NA | 21.30 | 21.30 | 22.67 | 48.86 | NA | NA | 55.67 | 18.10 | 9.24 | 13.01 | 22.67 | 10.62 | 47.98 | 7.67 | 28.24 | 7.24 | 14.04 | 13.70 | 11.33 | 4.61 | 10.75 | 22.58 | 15.54 | 26.13 | 49.14 | 13.47 | 6.28 | 8.78 | 6.78 | 14.78 | 32.33 | 18.21 | 16.15 | 17.47 | 41.17 | 10.17 | 10.32 |
| Yield(%) | 0.00 | 13.26 | 12.23 | 13.74 | 7.49 | 10.56 | 8.20 | 11.89 | 0.00 | 13.49 | 9.56 | 10.69 | 9.30 | 9.71 | 8.93 | 8.48 | 1.45 | 5.08 | 5.18 | 5.63 | 7.23 | 2.33 | 1.72 | 1.91 | 1.97 | 2.22 | 9.07 | 7.21 | 6.38 | 1.71 | 2.21 | 1.85 | 1.51 | 2.47 | 1.54 | 3.33 | 4.74 | 1.66 |
Data as of 06/20/2025, AR inception is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASVX (VANGUARD SELECTED VALUE FUND INVESTOR SHARES) |
-13.75%
Feb 2006 - Feb 2009 |
-4.66%
Mar 2015 - Mar 2020 |
4.09%
Feb 1999 - Feb 2009 |
4.27%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASVX (VANGUARD SELECTED VALUE FUND INVESTOR SHARES) |
28.11%
Feb 2009 - Feb 2012 |
26.24%
Feb 2009 - Feb 2014 |
14.42%
Feb 2009 - Feb 2019 |
13.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart