Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCSOX (GLOBAL SOCIAL AWARENESS FUND GLOBAL SOCIAL AWARENESS FUND) | 17.54% | 11.41% | 14.65% | 4.37% | 4.59% | 7.49% | 4.95% | 6.15% |
Data as of 07/11/2025, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCSOX (GLOBAL SOCIAL AWARENESS FUND GLOBAL SOCIAL AWARENESS FUND) | 12/28/1995 | 07/11/2025 |
| 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 11.41 | 14.65 | 4.37 | 4.59 | 7.49 | 4.95 | 6.15 | 17.54 | 2.99 | 16.43 | -19.77 | -8.01 | 4.51 | 25.96 | -8.44 | 22.72 | 6.99 | -0.33 | 7.97 | 28.87 | 17.30 | -6.15 | 12.23 | 31.59 | -40.16 | 4.45 | 9.97 | 4.06 | 10.59 | 28.45 | -25.19 | -11.37 | -10.37 | 18.64 | 27.30 | 33.86 | 24.00 | 0.35 |
| Sharpe Ratio | NA | 0.51 | 0.71 | 0.12 | 0.18 | NA | NA | 0.23 | 1.90 | -0.29 | 0.92 | -0.96 | -0.34 | 0.14 | 2.26 | -0.65 | 3.52 | 0.47 | -0.02 | 0.74 | 2.53 | 1.23 | -0.24 | 0.63 | 1.13 | -0.99 | 0.06 | 0.61 | 0.19 | 0.84 | 1.62 | -1.01 | -0.67 | -0.64 | 0.86 | 1.17 | 1.71 | 1.71 | NA |
| Standard Deviation(%) | NA | 15.99 | 15.85 | 18.17 | 17.77 | NA | NA | 19.48 | 17.55 | 12.62 | 13.31 | 22.13 | 23.43 | 29.88 | 10.88 | 14.96 | 6.30 | 14.41 | 14.72 | 10.81 | 11.38 | 14.20 | 25.51 | 19.39 | 27.90 | 41.40 | 23.07 | 10.99 | 10.13 | 11.46 | 17.11 | 26.00 | 20.63 | 22.73 | 17.96 | 20.55 | 17.71 | 11.86 | 0.00 |
| Draw Down(%) | NA | 15.52 | 17.69 | 41.06 | 41.06 | NA | NA | 60.12 | 14.42 | 10.60 | 11.89 | 33.21 | 20.17 | 35.55 | 8.04 | 18.57 | 2.07 | 11.33 | 13.28 | 9.43 | 7.52 | 12.78 | 22.41 | 15.43 | 28.39 | 51.10 | 10.06 | 6.47 | 6.79 | 8.50 | 13.95 | 33.52 | 28.94 | 18.60 | 12.28 | 19.78 | 10.34 | 7.05 | 0.00 |
| Yield(%) | 0.00 | 3.64 | 2.97 | 2.47 | 2.43 | 3.59 | 3.00 | 5.25 | 3.85 | 1.82 | 1.82 | 3.09 | 1.75 | 1.72 | 2.00 | 1.63 | 1.78 | 2.02 | 2.04 | 1.45 | 0.00 | 2.03 | 1.99 | 1.69 | 3.14 | 8.84 | 12.27 | 0.00 | 1.19 | 1.26 | 1.07 | 0.69 | 3.39 | 2.88 | 5.10 | 11.83 | 6.57 | 14.21 | 6.87 |
Data as of 07/11/2025, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSOX (GLOBAL SOCIAL AWARENESS FUND GLOBAL SOCIAL AWARENESS FUND) |
-18.27%
Feb 2006 - Feb 2009 |
-9.09%
Feb 2004 - Feb 2009 |
-5.38%
Feb 1999 - Feb 2009 |
1.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSOX (GLOBAL SOCIAL AWARENESS FUND GLOBAL SOCIAL AWARENESS FUND) |
29.45%
Jul 1996 - Jul 1999 |
21.35%
Feb 2009 - Feb 2014 |
14.04%
Feb 2009 - Feb 2019 |
9.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart