Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 5.31% | 11.73% | 12.47% | 13.67% | NA | NA | NA | 11.78% |
Data as of 07/15/2025, AR inception is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 02/08/2019 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 11.73 | 12.47 | 13.67 | NA | NA | NA | 11.78 | 5.31 | 17.60 | 6.49 | -0.45 | 26.11 | 1.12 | 16.54 |
| Sharpe Ratio | NA | 0.66 | 0.66 | 0.85 | NA | NA | NA | 0.50 | 0.51 | 1.28 | 0.23 | -0.10 | 2.04 | 0.02 | 1.59 |
| Standard Deviation(%) | NA | 16.22 | 14.44 | 14.74 | NA | NA | NA | 18.84 | 19.11 | 10.89 | 12.21 | 18.44 | 12.76 | 34.79 | 10.89 |
| Draw Down(%) | NA | 14.42 | 14.42 | 15.87 | NA | NA | NA | 35.11 | 14.42 | 5.91 | 9.87 | 15.87 | 4.93 | 35.11 | 6.40 |
| Yield(%) | 0.00 | 2.17 | 3.11 | 3.84 | 2.38 | 1.59 | 1.19 | 3.97 | 0.66 | 3.09 | 3.20 | 2.87 | 3.40 | 3.07 | 3.39 |
Data as of 07/15/2025, AR inception is 02/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) |
5.51%
Sep 2019 - Sep 2022 |
9.09%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) |
17.90%
Mar 2020 - Mar 2023 |
16.28%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart