Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VESGX (Vanguard Global ESG Select Stock Fund Admiral Shares) | 7.90% | 10.92% | 13.54% | 13.76% | NA | NA | NA | 13.52% |
Data as of 07/30/2025, AR inception is 06/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VESGX (Vanguard Global ESG Select Stock Fund Admiral Shares) | 06/17/2019 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 10.92 | 13.54 | 13.76 | NA | NA | NA | 13.52 | 7.90 | 13.59 | 19.61 | -10.76 | 22.35 | 19.43 | 11.96 |
| Sharpe Ratio | NA | 0.72 | 0.82 | 0.84 | NA | NA | NA | 0.65 | 0.87 | 0.95 | 1.37 | -0.61 | 1.95 | 0.62 | 2.03 |
| Standard Deviation(%) | NA | 15.75 | 14.59 | 14.61 | NA | NA | NA | 18.11 | 18.37 | 10.52 | 11.78 | 20.20 | 11.43 | 31.01 | 10.76 |
| Draw Down(%) | NA | 15.30 | 16.15 | 23.70 | NA | NA | NA | 30.52 | 14.52 | 6.01 | 11.09 | 23.70 | 4.74 | 30.52 | 5.78 |
| Yield(%) | 0.00 | 4.95 | 3.42 | 3.68 | 2.16 | 1.44 | 1.08 | 3.59 | 2.51 | 2.91 | 2.11 | 1.95 | 3.27 | 1.24 | 0.91 |
Data as of 07/30/2025, AR inception is 06/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESGX (Vanguard Global ESG Select Stock Fund Admiral Shares) |
6.34%
Sep 2019 - Sep 2022 |
12.12%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESGX (Vanguard Global ESG Select Stock Fund Admiral Shares) |
19.25%
Mar 2020 - Mar 2023 |
16.26%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart