Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHT (Vanguard Health Care ETF) | -1.38% | -4.77% | 3.28% | 6.68% | 7.50% | 12.82% | 9.65% | 9.42% |
Data as of 06/30/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHT (Vanguard Health Care ETF) | 01/30/2004 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | -4.77 | 3.28 | 6.68 | 7.50 | 12.82 | 9.65 | 9.42 | -1.38 | 2.66 | 2.52 | -5.61 | 20.56 | 18.27 | 21.86 | 5.58 | 23.26 | -3.21 | 7.12 | 24.22 | 42.67 | 19.02 | 10.70 | 5.59 | 21.80 | -23.33 | 7.89 | 6.54 | 8.20 | 0.73 |
| Sharpe Ratio | NA | -0.56 | -0.05 | 0.33 | 0.33 | NA | NA | 0.47 | -0.36 | -0.09 | -0.10 | -0.35 | 1.68 | 0.57 | 1.46 | 0.24 | 2.51 | -0.21 | 0.38 | 1.66 | 3.50 | 1.69 | 0.52 | 0.36 | 1.09 | -0.79 | 0.39 | 0.30 | 0.58 | -0.02 |
| Standard Deviation(%) | NA | 16.31 | 14.44 | 15.10 | 17.53 | NA | NA | 16.97 | 19.68 | 11.25 | 11.83 | 19.96 | 12.21 | 31.27 | 13.99 | 17.77 | 9.05 | 16.01 | 18.46 | 14.55 | 12.20 | 11.33 | 20.45 | 15.14 | 19.93 | 30.69 | 12.12 | 10.30 | 10.22 | 13.21 |
| Draw Down(%) | NA | 16.91 | 16.91 | 17.71 | 28.86 | NA | NA | 39.10 | 13.25 | 12.27 | 10.70 | 17.37 | 8.00 | 28.86 | 7.64 | 16.97 | 4.08 | 13.84 | 17.28 | 8.44 | 4.89 | 7.06 | 18.31 | 13.80 | 20.16 | 37.45 | 7.57 | 9.69 | 7.60 | 13.77 |
| Yield(%) | 0.39 | 1.51 | 1.55 | 1.77 | 2.11 | 4.50 | 3.63 | 3.63 | 0.75 | 1.52 | 1.38 | 1.25 | 1.37 | 1.41 | 2.28 | 1.42 | 1.58 | 1.42 | 1.29 | 0.00 | 1.55 | 1.93 | 1.85 | 1.78 | 3.20 | 1.25 | 1.44 | 1.13 | 0.78 | 0.27 |
Data as of 06/30/2025, AR inception is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHT (Vanguard Health Care ETF) |
-9.46%
Feb 2006 - Feb 2009 |
-3.84%
Feb 2004 - Feb 2009 |
7.27%
May 2015 - May 2025 |
9.62%
May 2004 - May 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHT (Vanguard Health Care ETF) |
30.25%
May 2012 - May 2015 |
24.73%
Jul 2010 - Jul 2015 |
17.60%
Aug 2011 - Aug 2021 |
15.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart