Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) | -4.51% | -0.10% | 5.34% | 12.74% | 7.96% | NA | NA | 11.24% |
Data as of 07/24/2025, AR inception is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) | 09/09/2010 | 07/24/2025 |
| 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 (%) | 0.37 | -0.10 | 5.34 | 12.74 | 7.96 | NA | NA | 11.24 | -4.51 | 7.45 | 15.36 | -11.36 | 30.66 | 2.79 | 24.43 | -12.84 | 11.53 | 30.05 | -6.23 | 7.42 | 39.50 | 17.61 | -2.13 | 23.86 |
| Sharpe Ratio | NA | -0.19 | 0.14 | 0.45 | 0.25 | NA | NA | 0.42 | -0.50 | 0.04 | 0.52 | -0.54 | 1.33 | 0.05 | 1.37 | -0.83 | 0.86 | 1.66 | -0.40 | 0.53 | 3.10 | 0.97 | -0.07 | 6.06 |
| Standard Deviation(%) | NA | 24.38 | 22.69 | 23.25 | 23.99 | NA | NA | 22.47 | 26.53 | 20.58 | 21.75 | 23.79 | 22.97 | 46.76 | 16.85 | 17.12 | 12.67 | 17.99 | 15.69 | 13.90 | 12.72 | 18.25 | 29.47 | 16.14 |
| Draw Down(%) | NA | 28.67 | 28.67 | 28.67 | 47.36 | NA | NA | 47.36 | 25.47 | 9.10 | 22.07 | 22.07 | 12.69 | 45.29 | 11.43 | 27.63 | 7.15 | 11.97 | 14.52 | 11.15 | 5.10 | 13.85 | 25.80 | 4.44 |
| Yield(%) | 0.00 | 1.10 | 1.15 | 1.97 | 2.05 | 3.22 | 2.41 | 3.45 | 0.00 | 1.89 | 1.23 | 1.55 | 2.08 | 1.43 | 1.94 | 1.49 | 1.55 | 1.54 | 1.23 | 1.36 | 1.23 | 1.49 | 1.05 | 0.74 |
Data as of 07/24/2025, 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 |
|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) |
-8.82%
Mar 2017 - Mar 2020 |
-1.87%
Mar 2015 - Mar 2020 |
6.35%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) |
25.28%
Mar 2020 - Mar 2023 |
17.90%
Sep 2011 - Sep 2016 |
14.81%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart