Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 13.07% | 27.67% | 18.53% | 11.26% | 12.34% | 12.17% | 9.27% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 12/28/1992 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 27.67 | 18.53 | 11.26 | 12.34 | 12.17 | 9.27 | … | … | 13.07 | 15.13 | 15.85 | 9.08 | -2.17 | 26.32 | 2.18 | 25.66 | -5.56 | 16.98 | 16.75 | -1.06 | 13.05 | 32.84 | 15.00 | 0.98 | 14.27 | 19.55 | -35.97 | 0.08 | 22.15 | 7.08 | 15.29 | 32.24 | -20.93 | -11.96 | 6.08 | 12.57 | 14.64 | 29.77 | 21.78 | 37.03 | -0.65 | 18.25 | -0.38 |
| Sharpe Ratio | NA | 2.34 | 1.25 | 0.62 | 0.63 | NA | NA | … | … | 2.49 | 0.82 | 1.17 | 0.46 | -0.19 | 2.06 | 0.05 | 2.11 | -0.44 | 2.32 | 1.25 | -0.07 | 1.20 | 2.95 | 1.19 | 0.04 | 0.77 | 0.62 | -0.84 | -0.18 | 1.98 | 0.46 | 1.34 | 1.85 | -0.80 | -0.73 | 0.10 | 0.55 | 0.58 | 1.55 | 1.59 | 4.16 | -0.37 | 1.89 | -5.13 |
| Standard Deviation(%) | NA | 10.08 | 12.24 | 13.91 | 16.80 | NA | NA | … | … | 11.19 | 15.01 | 10.43 | 11.88 | 18.81 | 12.78 | 35.67 | 11.48 | 15.75 | 7.06 | 13.28 | 15.42 | 10.88 | 11.13 | 12.69 | 23.88 | 18.35 | 31.56 | 43.62 | 16.95 | 9.49 | 10.60 | 10.67 | 17.02 | 27.48 | 20.18 | 19.00 | 16.75 | 19.19 | 16.73 | 11.32 | 7.95 | 10.02 | 8.46 | 5.82 |
| Draw Down(%) | NA | 6.37 | 14.43 | 17.17 | 36.81 | NA | NA | … | … | 6.37 | 13.69 | 7.38 | 9.88 | 17.17 | 5.34 | 36.81 | 6.57 | 17.48 | 4.06 | 9.65 | 12.95 | 7.58 | 4.98 | 9.85 | 21.02 | 15.43 | 32.33 | 48.17 | 12.90 | 6.83 | 6.47 | 7.25 | 15.87 | 35.52 | 27.75 | 13.24 | 14.63 | 21.02 | 10.32 | 8.51 | 3.03 | 8.97 | 4.28 | 0.39 |
| Yield(%) | 0.00 | 2.17 | 2.68 | 2.48 | 3.57 | 4.71 | 3.86 | … | … | 0.52 | 2.17 | 2.46 | 2.49 | 2.27 | 2.53 | 2.41 | 2.92 | 2.37 | 2.47 | 2.69 | 2.37 | 2.32 | 2.63 | 2.85 | 2.45 | 2.44 | 3.08 | 2.57 | 2.57 | 2.61 | 2.62 | 2.43 | 2.46 | 1.66 | 5.73 | 5.98 | 10.26 | 6.48 | 6.60 | 6.38 | 3.59 | 4.61 | 4.26 | 0.67 |
Data as of 06/04/2026, Common starting date is 12/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) |
-16.70%
Feb 2006 – Feb 2009 |
-6.46%
Feb 2004 – Feb 2009 |
-2.00%
Feb 1999 – Feb 2009 |
4.35%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) |
30.11%
Mar 1995 – Mar 1998 |
23.55%
Jun 1994 – Jun 1999 |
15.87%
Feb 2009 – Feb 2019 |
14.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart