Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGFPF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) | 7.46% | 14.85% | 18.15% | 18.86% | NA | NA | NA | 20.11% |
Data as of 07/23/2025, AR inception is 04/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGFPF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) | 04/29/2020 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 14.85 | 18.15 | 18.86 | NA | NA | NA | 20.11 | 7.46 | 27.01 | 24.89 | -7.55 | 48.31 | 14.07 |
| Sharpe Ratio | NA | 0.34 | 0.66 | 0.09 | NA | NA | NA | 0.09 | 0.24 | 1.55 | 1.29 | -0.24 | 0.89 | 1.10 |
| Standard Deviation(%) | NA | 32.21 | 24.50 | 195.75 | NA | NA | NA | 191.12 | 41.20 | 13.27 | 16.48 | 36.73 | 93.59 | 19.45 |
| Draw Down(%) | NA | 18.08 | 18.08 | 94.76 | NA | NA | NA | 94.76 | 18.08 | 7.65 | 9.75 | 21.62 | 19.20 | 8.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception is 04/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGFPF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) |
8.05%
Apr 2021 - Apr 2024 |
18.34%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGFPF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) |
20.23%
Jul 2020 - Jul 2023 |
19.30%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart