Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | -1.38% | 7.72% | 8.46% | 13.65% | NA | NA | NA | 10.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 02/08/2019 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 02/08/2019.
AR inception is since 02/08/2019.
| 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 (%) | -0.08 | 7.72 | 8.46 | 13.65 | NA | NA | NA | 10.57 | -1.38 | 17.60 | 6.49 | -0.45 | 26.11 | 1.12 | 16.54 |
| Sharpe Ratio | NA | 0.08 | 0.27 | 0.70 | NA | NA | NA | 0.41 | -0.32 | 1.01 | 0.19 | -0.10 | 2.04 | 0.03 | 1.59 |
| Standard Deviation(%) | NA | 15.92 | 15.03 | 15.50 | NA | NA | NA | 18.99 | 21.80 | 10.89 | 12.21 | 18.44 | 12.76 | 34.79 | 10.89 |
| Draw Down(%) | NA | 14.98 | 14.98 | 15.87 | NA | NA | NA | 35.11 | 14.98 | 5.91 | 9.87 | 15.87 | 4.93 | 35.11 | 6.40 |
| Yield(%) | 0.00 | 2.36 | 2.95 | 4.05 | 2.28 | 1.52 | 1.14 | 3.80 | 0.00 | 3.09 | 3.20 | 2.87 | 3.40 | 3.07 | 3.39 |
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 |
16.13%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart