Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIOG (Vanguard S&P Small-Cap 600 Growth ETF) | 1.38% | 7.38% | 9.84% | 11.25% | 8.66% | NA | NA | 12.77% |
Data as of 07/10/2025, AR inception is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOG (Vanguard S&P Small-Cap 600 Growth ETF) | 09/09/2010 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 7.38 | 9.84 | 11.25 | 8.66 | NA | NA | 12.77 | 1.38 | 9.23 | 16.92 | -21.13 | 22.49 | 19.67 | 21.15 | -4.57 | 14.69 | 21.38 | 2.97 | 3.75 | 42.85 | 13.53 | 3.61 | 24.43 |
| Sharpe Ratio | NA | 0.17 | 0.30 | 0.41 | 0.32 | NA | NA | 0.51 | -0.04 | 0.14 | 0.67 | -0.82 | 1.08 | 0.45 | 1.26 | -0.32 | 1.14 | 1.25 | 0.18 | 0.23 | 3.18 | 0.86 | 0.13 | 7.02 |
| Standard Deviation(%) | NA | 24.17 | 21.68 | 22.24 | 22.98 | NA | NA | 21.54 | 25.89 | 19.50 | 19.03 | 27.39 | 20.77 | 42.78 | 15.69 | 18.58 | 12.44 | 16.93 | 15.98 | 16.02 | 13.45 | 15.72 | 27.40 | 14.35 |
| Draw Down(%) | NA | 27.56 | 27.56 | 29.15 | 41.74 | NA | NA | 41.74 | 23.38 | 10.12 | 14.59 | 27.44 | 8.94 | 39.99 | 9.06 | 27.25 | 6.13 | 13.59 | 11.98 | 12.35 | 5.58 | 11.18 | 26.55 | 2.84 |
| Yield(%) | 0.00 | 0.59 | 0.70 | 0.99 | 1.24 | 2.24 | 1.68 | 2.40 | 0.00 | 1.13 | 0.67 | 0.91 | 0.85 | 0.80 | 1.30 | 0.72 | 0.98 | 1.14 | 1.07 | 0.75 | 0.72 | 1.27 | 0.54 | 0.62 |
Data as of 07/10/2025, AR inception is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOG (Vanguard S&P Small-Cap 600 Growth ETF) |
-2.47%
Mar 2017 - Mar 2020 |
2.20%
Mar 2015 - Mar 2020 |
7.37%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOG (Vanguard S&P Small-Cap 600 Growth ETF) |
21.52%
Sep 2011 - Sep 2014 |
18.04%
Feb 2016 - Feb 2021 |
16.08%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart