Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VB (Vanguard Small-Cap ETF) | 0.93% | 12.47% | 8.39% | 10.56% | 8.93% | 11.24% | 8.93% | 9.47% |
Data as of 08/06/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VB (Vanguard Small-Cap ETF) | 01/30/2004 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 12.47 | 8.39 | 10.56 | 8.93 | 11.24 | 8.93 | 9.47 | 0.93 | 14.17 | 18.23 | -17.51 | 17.57 | 19.16 | 27.34 | -9.34 | 16.26 | 18.44 | -3.76 | 7.63 | 37.70 | 18.29 | -2.78 | 28.11 | 36.59 | -36.19 | 1.35 | 15.77 | 7.25 | 15.90 |
| Sharpe Ratio | NA | 0.12 | 0.25 | 0.42 | 0.33 | NA | NA | 0.35 | -0.15 | 0.62 | 0.79 | -0.70 | 0.93 | 0.48 | 1.76 | -0.63 | 1.53 | 1.09 | -0.25 | 0.54 | 2.78 | 1.16 | -0.09 | 1.19 | 1.06 | -0.83 | -0.09 | 0.80 | 0.35 | 1.07 |
| Standard Deviation(%) | NA | 22.46 | 20.76 | 21.21 | 21.66 | NA | NA | 22.76 | 25.13 | 17.06 | 18.61 | 27.25 | 18.78 | 39.48 | 14.72 | 17.02 | 10.22 | 16.78 | 15.40 | 14.11 | 13.53 | 15.87 | 30.82 | 23.49 | 34.47 | 44.62 | 19.38 | 15.59 | 14.29 | 15.24 |
| Draw Down(%) | NA | 25.36 | 25.36 | 28.15 | 42.05 | NA | NA | 59.59 | 23.01 | 8.37 | 15.72 | 24.93 | 10.13 | 42.05 | 8.03 | 24.55 | 5.34 | 14.28 | 14.55 | 11.75 | 5.89 | 12.11 | 28.30 | 20.01 | 32.54 | 51.92 | 13.31 | 13.15 | 9.03 | 12.00 |
| Yield(%) | 0.00 | 1.53 | 1.67 | 1.95 | 2.19 | 3.56 | 3.13 | 3.62 | 0.71 | 1.48 | 1.82 | 1.28 | 1.46 | 1.34 | 1.75 | 1.48 | 1.54 | 1.77 | 1.41 | 1.54 | 1.73 | 2.13 | 1.28 | 1.44 | 1.52 | 1.37 | 1.40 | 1.38 | 1.24 | 1.27 |
Data as of 08/06/2025, AR inception is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VB (Vanguard Small-Cap ETF) |
-17.97%
Feb 2006 - Feb 2009 |
-6.23%
Feb 2004 - Feb 2009 |
6.32%
Jan 2006 - Jan 2016 |
6.77%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VB (Vanguard Small-Cap ETF) |
33.21%
Feb 2009 - Feb 2012 |
29.11%
Feb 2009 - Feb 2014 |
18.10%
Feb 2009 - Feb 2019 |
14.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart