Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFFSX (VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES) | 10.88% | 28.04% | 22.53% | 14.10% | 15.56% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFFSX (VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES) | 03/30/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 28.04 | 22.53 | 14.10 | 15.56 | NA | NA | … | … | 10.88 | 17.87 | 25.00 | 26.28 | -18.14 | 28.69 | 18.35 | 31.49 | -4.40 | 21.83 | 10.14 |
| Sharpe Ratio | NA | 2.28 | 1.36 | 0.69 | 0.77 | NA | NA | … | … | 2.02 | 0.81 | 1.69 | 1.74 | -0.81 | 2.19 | 0.52 | 2.40 | -0.34 | 3.18 | 1.21 |
| Standard Deviation(%) | NA | 11.88 | 14.81 | 16.89 | 18.11 | NA | NA | … | … | 13.52 | 18.65 | 12.68 | 13.10 | 24.19 | 13.10 | 34.68 | 12.49 | 17.11 | 6.68 | 10.99 |
| Draw Down(%) | NA | 8.90 | 18.75 | 24.51 | 33.82 | NA | NA | … | … | 8.90 | 18.75 | 8.45 | 9.94 | 24.51 | 5.13 | 33.82 | 6.61 | 19.37 | 2.59 | 5.69 |
| Yield(%) | 0.00 | 1.32 | 1.75 | 1.68 | 2.91 | 1.98 | 1.49 | … | … | 0.30 | 1.33 | 1.54 | 1.82 | 1.36 | 1.63 | 1.80 | 2.44 | 1.94 | 2.14 | 1.17 |
Data as of 06/03/2026, Common starting date is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFFSX (VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES) |
5.09%
Mar 2017 – Mar 2020 |
9.22%
Sep 2017 – Sep 2022 |
15.23%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFFSX (VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES) |
26.05%
Dec 2018 – Dec 2021 |
18.91%
Oct 2016 – Oct 2021 |
15.61%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart