Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) | 2.23% | 11.45% | 18.56% | 15.97% | 13.06% | 14.11% | 10.45% | 8.43% |
Data as of 06/13/2025, AR inception is 11/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) | 11/13/2000 | 06/13/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 11.45 | 18.56 | 15.97 | 13.06 | 14.11 | 10.45 | 8.43 | 2.23 | 24.97 | 26.24 | -18.16 | 28.65 | 18.32 | 31.46 | -4.45 | 21.78 | 11.94 | 1.35 | 13.65 | 32.33 | 15.96 | 2.07 | 15.05 | 26.66 | -36.97 | 5.48 | 15.75 | 4.87 | 10.82 | 28.59 | -22.12 | -11.98 | -2.11 |
| Sharpe Ratio | NA | 0.41 | 0.87 | 0.81 | 0.63 | NA | NA | 0.36 | 0.08 | 1.45 | 1.69 | -0.81 | 2.18 | 0.52 | 2.41 | -0.34 | 3.18 | 0.89 | 0.08 | 1.20 | 2.92 | 1.26 | 0.09 | 0.83 | 0.98 | -0.92 | 0.16 | 1.25 | 0.26 | 0.89 | 1.64 | -0.90 | -0.67 | -0.80 |
| Standard Deviation(%) | NA | 19.73 | 17.49 | 17.52 | 18.47 | NA | NA | 19.43 | 25.19 | 12.67 | 13.09 | 24.19 | 13.11 | 34.65 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.21 | 41.07 | 16.06 | 10.00 | 10.28 | 11.10 | 16.99 | 25.84 | 21.61 | 24.49 |
| Draw Down(%) | NA | 18.75 | 18.75 | 24.53 | 33.83 | NA | NA | 55.20 | 18.75 | 8.45 | 9.95 | 24.53 | 5.13 | 33.83 | 6.62 | 19.38 | 2.59 | 10.28 | 12.04 | 7.29 | 5.59 | 9.58 | 18.66 | 15.64 | 27.16 | 47.69 | 9.87 | 7.46 | 7.00 | 7.45 | 13.79 | 33.00 | 29.16 | 8.87 |
| Yield(%) | 0.00 | 1.39 | 1.87 | 2.14 | 2.77 | 4.49 | 3.59 | 2.90 | 0.33 | 1.53 | 1.81 | 1.34 | 1.59 | 1.77 | 2.41 | 1.91 | 2.11 | 2.25 | 2.09 | 2.08 | 2.32 | 2.43 | 2.04 | 2.00 | 2.57 | 1.95 | 1.99 | 1.93 | 1.88 | 1.99 | 1.77 | 1.33 | 1.13 | 0.31 |
Data as of 06/13/2025, AR inception is 11/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) |
-15.11%
Feb 2006 - Feb 2009 |
-6.65%
Feb 2004 - Feb 2009 |
1.28%
Jan 2001 - Jan 2011 |
4.38%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) |
26.01%
Dec 2018 - Dec 2021 |
23.00%
Feb 2009 - Feb 2014 |
16.65%
Feb 2009 - Feb 2019 |
16.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart