Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGWEF (VANGUARD FUNDS PLC) | 8.46% | 12.78% | 13.45% | NA | NA | NA | NA | 9.34% |
Data as of 07/18/2025, AR inception is 04/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGWEF (VANGUARD FUNDS PLC) | 04/13/2022 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 12.78 | 13.45 | NA | NA | NA | NA | 9.34 | 8.46 | 14.75 | 12.38 | -6.53 |
| Sharpe Ratio | NA | 0.44 | 0.68 | NA | NA | NA | NA | 0.36 | 0.45 | 1.26 | 0.67 | -0.93 |
| Standard Deviation(%) | NA | 21.89 | 14.87 | NA | NA | NA | NA | 15.14 | 29.15 | 6.53 | 12.23 | 11.74 |
| Draw Down(%) | NA | 13.05 | 13.05 | NA | NA | NA | NA | 13.05 | 13.05 | 1.30 | 5.65 | 11.92 |
| 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 |
Data as of 07/18/2025, AR inception is 04/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWEF (VANGUARD FUNDS PLC) |
8.82%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGWEF (VANGUARD FUNDS PLC) |
12.73%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart