Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBK (Vanguard Small-Cap Growth ETF) | -0.96% | 12.00% | 12.72% | 7.35% | 8.29% | 11.68% | 9.26% | 9.32% |
Data as of 06/30/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBK (Vanguard Small-Cap Growth ETF) | 01/30/2004 | 06/30/2025 |
| 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 (%) | 1.95 | 12.00 | 12.72 | 7.35 | 8.29 | 11.68 | 9.26 | 9.32 | -0.96 | 16.50 | 21.45 | -28.44 | 5.66 | 35.43 | 32.75 | -5.69 | 21.87 | 10.88 | -2.63 | 4.01 | 38.26 | 17.81 | -1.62 | 30.95 | 42.79 | -40.32 | 9.90 | 12.19 | 8.66 | 10.26 |
| Sharpe Ratio | NA | 0.31 | 0.33 | 0.25 | 0.29 | NA | NA | 0.34 | -0.19 | 0.69 | 0.92 | -0.91 | 0.27 | 0.93 | 1.98 | -0.37 | 2.06 | 0.61 | -0.16 | 0.26 | 2.69 | 1.06 | -0.05 | 1.31 | 1.33 | -0.94 | 0.36 | 0.51 | 0.44 | 0.59 |
| Standard Deviation(%) | NA | 24.86 | 23.08 | 23.79 | 22.94 | NA | NA | 23.41 | 29.26 | 18.62 | 19.53 | 32.76 | 20.83 | 37.48 | 15.81 | 19.24 | 10.35 | 17.54 | 16.12 | 15.62 | 14.22 | 16.87 | 31.79 | 23.63 | 32.09 | 43.67 | 18.73 | 17.30 | 14.53 | 17.40 |
| Draw Down(%) | NA | 27.54 | 27.54 | 38.39 | 38.71 | NA | NA | 58.70 | 25.73 | 10.25 | 17.89 | 33.47 | 13.64 | 38.71 | 7.87 | 25.96 | 5.15 | 17.14 | 15.78 | 13.23 | 5.41 | 12.86 | 28.93 | 19.26 | 28.32 | 54.29 | 11.89 | 16.98 | 9.73 | 18.24 |
| Yield(%) | 0.00 | 0.44 | 0.74 | 0.65 | 0.97 | 1.91 | 1.71 | 1.80 | 0.14 | 0.63 | 0.82 | 0.39 | 0.39 | 0.59 | 0.76 | 0.73 | 0.98 | 1.21 | 0.95 | 1.05 | 0.86 | 1.19 | 0.53 | 0.59 | 0.55 | 0.61 | 0.64 | 0.45 | 0.40 | 0.18 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| VBK (Vanguard Small-Cap Growth ETF) |
-17.05%
Feb 2006 - Feb 2009 |
-5.98%
Feb 2004 - Feb 2009 |
6.26%
Oct 2013 - Oct 2023 |
7.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBK (Vanguard Small-Cap Growth ETF) |
34.67%
Feb 2009 - Feb 2012 |
30.00%
Feb 2009 - Feb 2014 |
18.57%
Feb 2009 - Feb 2019 |
14.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart