Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VENAX (VANGUARD ENERGY INDEX FUND ADMIRAL SHARES) | 4.08% | 0.98% | 12.26% | 26.03% | 5.46% | 6.40% | 5.75% | 7.02% |
Data as of 07/11/2025, AR inception is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VENAX (VANGUARD ENERGY INDEX FUND ADMIRAL SHARES) | 12/20/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.46 | 0.98 | 12.26 | 26.03 | 5.46 | 6.40 | 5.75 | 7.02 | 4.08 | 6.57 | 0.05 | 62.94 | 56.10 | -33.26 | 9.36 | -19.90 | -2.39 | 28.96 | -23.23 | -9.79 | 25.78 | 3.47 | 2.86 | 21.10 | 24.85 | -39.34 | 34.81 | 18.96 | 37.67 | -0.31 |
| Sharpe Ratio | NA | -0.09 | 0.35 | 0.80 | 0.13 | NA | NA | 0.18 | 0.16 | 0.00 | -0.18 | 1.71 | 1.82 | -0.54 | 0.39 | -0.91 | -0.21 | 1.11 | -0.91 | -0.51 | 1.81 | 0.18 | 0.09 | 0.89 | 0.67 | -0.66 | 1.40 | 0.65 | 1.42 | -0.63 |
| Standard Deviation(%) | NA | 25.90 | 25.26 | 29.84 | 31.25 | NA | NA | 30.66 | 30.56 | 18.01 | 23.31 | 36.13 | 30.81 | 61.99 | 20.46 | 23.46 | 14.54 | 25.94 | 25.57 | 19.12 | 14.22 | 18.74 | 32.13 | 23.71 | 37.00 | 61.06 | 22.83 | 24.24 | 24.99 | 16.93 |
| Draw Down(%) | NA | 21.44 | 21.44 | 26.86 | 69.58 | NA | NA | 74.41 | 19.73 | 14.01 | 17.43 | 26.59 | 18.50 | 61.97 | 20.34 | 32.44 | 19.60 | 14.69 | 28.89 | 28.24 | 7.04 | 18.91 | 29.69 | 20.43 | 27.80 | 56.42 | 12.75 | 16.62 | 15.83 | 2.49 |
| Yield(%) | 0.00 | 2.34 | 3.89 | 7.46 | 3.08 | 3.61 | 3.41 | 4.34 | 0.77 | 3.31 | 3.36 | 5.53 | 6.16 | 3.01 | 3.53 | 2.57 | 2.71 | 2.91 | 2.35 | 1.77 | 2.10 | 1.93 | 1.61 | 1.46 | 1.63 | 0.98 | 1.10 | 1.18 | 0.00 | 0.42 |
Data as of 07/11/2025, AR inception is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VENAX (VANGUARD ENERGY INDEX FUND ADMIRAL SHARES) |
-24.18%
Mar 2017 - Mar 2020 |
-16.30%
Mar 2015 - Mar 2020 |
-5.26%
Mar 2010 - Mar 2020 |
-2.18%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VENAX (VANGUARD ENERGY INDEX FUND ADMIRAL SHARES) |
52.48%
Sep 2020 - Sep 2023 |
32.67%
Mar 2020 - Mar 2025 |
8.79%
Apr 2005 - Apr 2015 |
8.33%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart