Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) | 4.84% | 9.32% | 7.73% | 10.12% | 8.69% | 11.30% | 9.53% | 9.55% |
Data as of 06/05/2025, AR inception is 02/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) | 02/03/2004 | 06/05/2025 |
| 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 (%) | -0.80 | 9.32 | 7.73 | 10.12 | 8.69 | 11.30 | 9.53 | 9.55 | 4.84 | 13.29 | 2.39 | -1.75 | 17.51 | 10.92 | 26.07 | -7.71 | 11.80 | 6.30 | 5.97 | 15.88 | 27.98 | 11.04 | 13.71 | 14.43 | 16.95 | -17.00 | 12.87 | 15.77 | 2.64 | 6.75 |
| Sharpe Ratio | NA | 0.72 | 0.34 | 0.67 | 0.49 | NA | NA | 0.58 | 0.73 | 0.70 | -0.17 | -0.18 | 1.59 | 0.38 | 2.34 | -0.64 | 1.49 | 0.52 | 0.44 | 1.64 | 2.51 | 1.19 | 0.90 | 1.18 | 0.97 | -0.65 | 0.85 | 1.50 | 0.05 | 0.65 |
| Standard Deviation(%) | NA | 13.33 | 12.95 | 13.36 | 14.78 | NA | NA | 14.30 | 17.46 | 9.61 | 11.14 | 17.57 | 11.03 | 27.88 | 10.53 | 14.16 | 7.51 | 11.69 | 13.65 | 9.66 | 11.12 | 9.31 | 15.21 | 12.13 | 17.30 | 27.56 | 11.73 | 8.37 | 9.31 | 9.94 |
| Draw Down(%) | NA | 9.39 | 13.27 | 16.56 | 25.07 | NA | NA | 34.33 | 9.39 | 5.15 | 11.76 | 16.56 | 4.91 | 25.07 | 4.89 | 15.26 | 7.03 | 8.73 | 10.03 | 7.41 | 6.54 | 6.09 | 11.32 | 9.20 | 20.44 | 26.22 | 5.32 | 3.68 | 4.25 | 8.35 |
| Yield(%) | 0.00 | 2.53 | 2.62 | 3.07 | 3.39 | 5.51 | 5.19 | 5.43 | 0.55 | 2.55 | 2.65 | 2.27 | 2.49 | 2.72 | 3.01 | 2.51 | 2.74 | 2.52 | 2.65 | 2.21 | 2.70 | 3.18 | 2.58 | 2.90 | 2.94 | 1.65 | 1.77 | 1.66 | 0.00 | 0.00 |
Data as of 06/05/2025, AR inception is 02/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) |
-2.82%
Feb 2006 - Feb 2009 |
0.49%
Mar 2004 - Mar 2009 |
7.82%
Oct 2013 - Oct 2023 |
8.65%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) |
22.07%
Feb 2009 - Feb 2012 |
19.89%
Feb 2009 - Feb 2014 |
13.81%
Feb 2009 - Feb 2019 |
12.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart