Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCSRX (SOCIALLY RESPONSIBLE FUND SOCIALLY RESPONSIBLE FUND) | NA | 4.94% | 14.18% | 12.32% | 13.35% | 9.28% | 8.14% | … | … |
Data as of 03/02/2022, Common starting date is 11/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCSRX (SOCIALLY RESPONSIBLE FUND SOCIALLY RESPONSIBLE FUND) | 11/25/1998 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.94 | 14.18 | 12.32 | 13.35 | 9.28 | 8.14 | … | … | -10.93 | 22.42 | 15.86 | 31.69 | -5.20 | 20.65 | 10.65 | 1.11 | 15.53 | 35.43 | 15.24 | 1.30 | 14.63 | 30.70 | -37.89 | 3.62 | 15.60 | 2.06 | 9.94 | 28.25 | -23.37 | -11.70 | -9.26 | 18.02 | 3.54 |
| Sharpe Ratio | NA | 0.21 | 0.53 | 0.54 | 0.73 | NA | NA | … | … | -1.19 | 1.35 | 0.44 | 2.39 | -0.38 | 2.93 | 0.77 | 0.07 | 1.34 | 3.10 | 1.18 | 0.05 | 0.79 | 1.11 | -0.91 | 0.03 | 1.25 | -0.02 | 0.79 | 1.61 | -0.94 | -0.70 | -0.61 | 0.82 | 2.10 |
| Standard Deviation(%) | NA | 22.98 | 25.46 | 21.55 | 17.81 | NA | NA | … | … | 42.92 | 16.58 | 35.32 | 12.64 | 17.39 | 6.86 | 13.51 | 15.48 | 11.59 | 11.41 | 13.03 | 23.87 | 18.44 | 27.46 | 42.45 | 17.37 | 9.75 | 10.20 | 11.38 | 17.07 | 25.97 | 20.46 | 22.17 | 17.90 | 19.46 |
| Draw Down(%) | NA | 10.93 | 34.95 | 34.95 | 34.95 | NA | NA | … | … | 10.93 | 7.69 | 34.95 | 6.38 | 19.27 | 2.92 | 10.63 | 11.55 | 7.02 | 5.48 | 10.29 | 19.19 | 15.35 | 27.25 | 48.17 | 10.28 | 6.48 | 6.73 | 8.86 | 14.06 | 33.58 | 28.83 | 16.63 | 12.02 | 3.88 |
| Yield(%) | 0.00 | 3.91 | 11.10 | 9.44 | 9.97 | 7.09 | 6.64 | … | … | 0.00 | 4.12 | 18.55 | 10.16 | 3.42 | 8.48 | 7.82 | 1.13 | 1.43 | 0.00 | 1.84 | 1.37 | 1.21 | 1.95 | 1.51 | 6.36 | 2.35 | 1.17 | 1.18 | 0.89 | 0.70 | 0.84 | 2.12 | 4.78 | 4.98 |
Data as of 03/02/2022, Common starting date is 11/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSRX (SOCIALLY RESPONSIBLE FUND SOCIALLY RESPONSIBLE FUND) |
-16.54%
Mar 2000 – Mar 2003 |
-7.83%
Feb 2004 – Feb 2009 |
-4.46%
Feb 1999 – Feb 2009 |
3.54%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSRX (SOCIALLY RESPONSIBLE FUND SOCIALLY RESPONSIBLE FUND) |
26.42%
Feb 2009 – Feb 2012 |
23.94%
Feb 2009 – Feb 2014 |
16.86%
Feb 2009 – Feb 2019 |
10.35%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart