Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIOO (Vanguard S&P Small-Cap 600 ETF) | -2.26% | -0.22% | 8.09% | 11.83% | 8.20% | NA | NA | 11.97% |
Data as of 07/18/2025, AR inception is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOO (Vanguard S&P Small-Cap 600 ETF) | 09/09/2010 | 07/18/2025 |
| 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 (%) | -0.82 | -0.22 | 8.09 | 11.83 | 8.20 | NA | NA | 11.97 | -2.26 | 8.48 | 16.16 | -16.26 | 26.79 | 11.47 | 22.69 | -8.65 | 13.17 | 26.77 | -2.15 | 5.40 | 41.28 | 15.33 | 0.69 | 22.72 |
| Sharpe Ratio | NA | 0.05 | 0.24 | 0.48 | 0.30 | NA | NA | 0.48 | -0.22 | 0.10 | 0.60 | -0.70 | 1.26 | 0.26 | 1.32 | -0.56 | 1.01 | 1.52 | -0.14 | 0.36 | 3.07 | 0.95 | 0.02 | 5.83 |
| Standard Deviation(%) | NA | 24.23 | 21.94 | 22.34 | 23.11 | NA | NA | 21.68 | 26.26 | 19.68 | 20.06 | 25.32 | 21.24 | 43.82 | 16.16 | 17.71 | 12.46 | 17.53 | 15.76 | 14.93 | 13.44 | 16.26 | 28.07 | 15.80 |
| Draw Down(%) | NA | 27.93 | 27.93 | 27.93 | 44.15 | NA | NA | 44.15 | 24.14 | 9.10 | 17.71 | 24.66 | 9.88 | 42.37 | 10.11 | 27.30 | 6.56 | 12.15 | 13.20 | 11.72 | 5.10 | 12.46 | 24.95 | 4.01 |
| Yield(%) | 0.00 | 1.49 | 1.10 | 1.56 | 1.65 | 2.82 | 2.11 | 3.02 | 0.00 | 1.60 | 0.84 | 1.23 | 1.47 | 1.20 | 1.65 | 1.19 | 1.23 | 1.22 | 1.22 | 1.12 | 1.18 | 1.63 | 0.76 | 0.71 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| VIOO (Vanguard S&P Small-Cap 600 ETF) |
-5.40%
Mar 2017 - Mar 2020 |
0.36%
Mar 2015 - Mar 2020 |
7.03%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOO (Vanguard S&P Small-Cap 600 ETF) |
22.71%
Sep 2011 - Sep 2014 |
17.66%
Sep 2011 - Sep 2016 |
15.61%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart