Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFH (Vanguard Financials ETF) | -3.89% | 5.77% | 19.78% | 8.40% | 12.43% | 12.12% | 6.24% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFH (Vanguard Financials ETF) | 01/30/2004 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 5.77 | 19.78 | 8.40 | 12.43 | 12.12 | 6.24 | … | … | -3.89 | 14.91 | 30.44 | 14.17 | -12.31 | 35.22 | -1.96 | 31.57 | -13.51 | 19.98 | 24.86 | -0.58 | 14.09 | 32.85 | 26.23 | -14.31 | 14.81 | 14.32 | -48.91 | -17.59 | 19.43 | 6.06 | 10.21 |
| Sharpe Ratio | NA | 0.14 | 1.00 | 0.31 | 0.47 | NA | NA | … | … | -0.84 | 0.61 | 1.79 | 0.60 | -0.55 | 1.85 | -0.05 | 1.98 | -0.80 | 1.51 | 1.38 | -0.04 | 1.17 | 2.41 | 1.62 | -0.44 | 0.60 | 0.25 | -0.80 | -0.94 | 1.43 | 0.34 | 0.86 |
| Standard Deviation(%) | NA | 14.78 | 16.81 | 19.30 | 22.61 | NA | NA | … | … | 16.54 | 19.94 | 15.01 | 17.65 | 24.89 | 18.99 | 46.70 | 15.22 | 18.67 | 12.89 | 17.89 | 16.44 | 11.98 | 13.59 | 16.27 | 32.24 | 24.57 | 57.22 | 62.29 | 22.24 | 11.21 | 11.26 | 11.80 |
| Draw Down(%) | NA | 14.75 | 17.30 | 25.66 | 44.42 | NA | NA | … | … | 14.75 | 17.30 | 7.48 | 17.27 | 25.66 | 8.26 | 44.42 | 9.06 | 24.30 | 8.64 | 16.66 | 12.29 | 6.60 | 6.86 | 14.47 | 31.80 | 20.12 | 47.71 | 63.04 | 23.36 | 7.40 | 9.28 | 10.78 |
| Yield(%) | 0.00 | 1.58 | 2.55 | 2.07 | 3.42 | 4.42 | 2.20 | … | … | 0.28 | 1.76 | 2.24 | 2.31 | 1.95 | 2.51 | 2.10 | 2.77 | 1.95 | 1.80 | 2.04 | 1.95 | 2.09 | 2.31 | 2.57 | 1.66 | 1.47 | 1.92 | 2.59 | 2.27 | 2.26 | 1.89 | 2.30 |
Data as of 06/04/2026, Common starting date is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFH (Vanguard Financials ETF) |
-32.43%
Feb 2006 – Feb 2009 |
-18.36%
Feb 2004 – Feb 2009 |
-0.76%
Feb 2006 – Feb 2016 |
2.24%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFH (Vanguard Financials ETF) |
25.77%
Feb 2009 – Feb 2012 |
24.38%
Feb 2009 – Feb 2014 |
17.28%
Feb 2009 – Feb 2019 |
14.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart