Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | -0.80% | 9.58% | 10.33% | 16.00% | 7.99% | 10.75% | 8.38% | 8.68% |
Data as of 06/26/2025, AR inception is 05/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 05/27/1998 | 06/26/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | 9.58 | 10.33 | 16.00 | 7.99 | 10.75 | 8.38 | 8.68 | -0.80 | 11.69 | 15.82 | -9.43 | 27.97 | 5.72 | 22.61 | -12.34 | 11.67 | 24.65 | -4.78 | 10.38 | 36.41 | 18.56 | -4.16 | 24.82 | 30.34 | -32.05 | -7.07 | 19.24 | 6.07 | 23.55 | 37.19 | -14.20 | 13.70 | 21.88 | 3.35 | -9.22 |
| Sharpe Ratio | NA | 0.15 | 0.39 | 0.58 | 0.28 | NA | NA | 0.31 | -0.39 | 0.31 | 0.63 | -0.44 | 1.43 | 0.12 | 1.47 | -0.88 | 1.04 | 1.47 | -0.32 | 0.77 | 2.74 | 1.20 | -0.14 | 1.03 | 0.77 | -0.71 | -0.53 | 1.15 | 0.27 | 1.57 | 2.25 | -0.62 | 0.54 | 0.93 | 0.01 | -0.82 |
| Standard Deviation(%) | NA | 21.77 | 20.14 | 21.03 | 22.15 | NA | NA | 22.69 | 25.63 | 16.42 | 18.63 | 24.66 | 19.53 | 44.71 | 14.46 | 15.62 | 10.64 | 16.59 | 15.16 | 13.44 | 13.29 | 15.55 | 30.89 | 23.93 | 39.46 | 46.55 | 19.06 | 13.90 | 14.37 | 14.41 | 16.23 | 24.74 | 21.54 | 19.17 | 12.12 | 21.93 |
| Draw Down(%) | NA | 24.13 | 24.13 | 24.13 | 45.37 | NA | NA | 62.13 | 21.11 | 9.05 | 14.98 | 20.42 | 9.68 | 45.37 | 9.78 | 23.58 | 5.47 | 11.90 | 13.47 | 11.12 | 6.37 | 11.36 | 27.80 | 20.73 | 36.93 | 49.50 | 17.16 | 9.82 | 9.35 | 10.66 | 16.02 | 36.28 | 21.43 | 9.29 | 13.16 | 31.55 |
| Yield(%) | 0.00 | 2.19 | 2.22 | 3.10 | 2.53 | 4.19 | 3.57 | 4.82 | 0.60 | 2.05 | 2.28 | 1.68 | 2.09 | 1.64 | 2.34 | 1.88 | 1.83 | 2.07 | 1.73 | 1.78 | 2.24 | 2.83 | 1.87 | 2.18 | 2.37 | 1.94 | 2.07 | 2.09 | 1.91 | 1.95 | 2.26 | 3.55 | 6.52 | 7.04 | 6.46 | 0.57 |
Data as of 06/26/2025, AR inception is 05/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) |
-19.30%
Feb 2006 - Feb 2009 |
-6.86%
Feb 2004 - Feb 2009 |
3.20%
Feb 1999 - Feb 2009 |
5.18%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) |
31.65%
Feb 2009 - Feb 2012 |
28.02%
Feb 2009 - Feb 2014 |
17.45%
Feb 2009 - Feb 2019 |
14.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart