Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIG (Vanguard Dividend Appreciation ETF) | 6.86% | 14.65% | 14.59% | 13.95% | 12.19% | 12.96% | NA | 9.98% |
Data as of 07/07/2025, AR inception is 04/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIG (Vanguard Dividend Appreciation ETF) | 04/27/2006 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 14.65 | 14.59 | 13.95 | 12.19 | 12.96 | NA | 9.98 | 6.86 | 16.99 | 14.51 | -9.80 | 23.77 | 15.43 | 29.62 | -2.08 | 22.22 | 11.97 | -1.95 | 10.08 | 28.87 | 11.65 | 6.16 | 14.74 | 19.57 | -26.69 | 5.63 | 8.55 |
| Sharpe Ratio | NA | 0.74 | 0.81 | 0.82 | 0.66 | NA | NA | 0.51 | 0.59 | 1.29 | 0.96 | -0.55 | 1.98 | 0.47 | 2.44 | -0.22 | 3.25 | 1.03 | -0.14 | 0.96 | 2.77 | 1.02 | 0.29 | 0.95 | 0.83 | -0.82 | 0.18 | 0.99 |
| Standard Deviation(%) | NA | 16.21 | 14.43 | 14.75 | 16.44 | NA | NA | 17.30 | 19.76 | 10.33 | 11.37 | 20.35 | 11.99 | 32.02 | 11.52 | 15.68 | 6.66 | 11.39 | 14.48 | 10.53 | 10.42 | 11.48 | 20.98 | 15.41 | 23.45 | 33.49 | 14.22 | 9.46 |
| Draw Down(%) | NA | 14.95 | 14.95 | 20.39 | 31.72 | NA | NA | 46.80 | 14.95 | 5.08 | 9.61 | 20.39 | 5.44 | 31.72 | 5.30 | 17.27 | 2.56 | 7.28 | 12.14 | 7.20 | 5.43 | 7.60 | 16.95 | 13.10 | 25.87 | 37.07 | 8.36 | 5.98 |
| Yield(%) | 0.43 | 1.91 | 2.28 | 2.57 | 3.15 | 4.75 | 3.60 | 3.79 | 0.93 | 1.99 | 2.11 | 1.74 | 1.91 | 1.83 | 2.19 | 1.99 | 2.25 | 2.38 | 2.25 | 2.13 | 2.28 | 2.55 | 2.21 | 2.21 | 2.38 | 1.86 | 1.62 | 1.05 |
Data as of 07/07/2025, AR inception is 04/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIG (Vanguard Dividend Appreciation ETF) |
-5.88%
Jun 2007 - Jun 2010 |
1.03%
Sep 2006 - Sep 2011 |
6.79%
Oct 2006 - Oct 2016 |
8.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIG (Vanguard Dividend Appreciation ETF) |
22.93%
Feb 2009 - Feb 2012 |
20.36%
Feb 2009 - Feb 2014 |
15.09%
Feb 2009 - Feb 2019 |
14.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart