Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIVIX (VANGUARD VALUE INDEX FUND INSTITUTIONAL SHARES) | 13.12% | 27.85% | 18.68% | 11.40% | 12.49% | 12.33% | 9.43% | … | … |
Data as of 06/04/2026, Common starting date is 09/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIVIX (VANGUARD VALUE INDEX FUND INSTITUTIONAL SHARES) | 09/24/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 27.85 | 18.68 | 11.40 | 12.49 | 12.33 | 9.43 | … | … | 13.12 | 15.30 | 15.99 | 9.23 | -2.05 | 26.49 | 2.31 | 25.83 | -5.44 | 17.14 | 16.88 | -0.88 | 13.19 | 33.06 | 15.20 | 1.15 | 14.48 | 19.76 | -35.88 | 0.21 | 22.31 | 7.22 | 15.43 | 31.72 | -22.20 | -17.02 | -0.09 | 8.28 | 10.61 |
| Sharpe Ratio | NA | 2.36 | 1.26 | 0.63 | 0.64 | NA | NA | … | … | 2.51 | 0.83 | 1.19 | 0.47 | -0.19 | 2.07 | 0.06 | 2.12 | -0.43 | 2.34 | 1.25 | -0.06 | 1.21 | 2.97 | 1.20 | 0.05 | 0.78 | 0.62 | -0.84 | -0.17 | 1.98 | 0.47 | 1.35 | 1.82 | -0.85 | -0.94 | -0.22 | 0.26 | 2.03 |
| Standard Deviation(%) | NA | 10.06 | 12.23 | 13.91 | 16.80 | NA | NA | … | … | 11.16 | 15.01 | 10.43 | 11.89 | 18.81 | 12.77 | 35.68 | 11.46 | 15.76 | 7.06 | 13.28 | 15.40 | 10.87 | 11.13 | 12.71 | 23.92 | 18.36 | 31.58 | 43.66 | 16.96 | 9.58 | 10.59 | 10.68 | 17.04 | 27.61 | 21.12 | 19.62 | 18.92 | 20.78 |
| Draw Down(%) | NA | 6.36 | 14.40 | 17.12 | 36.80 | NA | NA | … | … | 6.36 | 13.68 | 7.38 | 9.85 | 17.12 | 5.34 | 36.80 | 6.57 | 17.45 | 4.03 | 9.65 | 12.92 | 7.60 | 4.98 | 9.81 | 20.94 | 15.44 | 32.33 | 48.12 | 12.84 | 6.87 | 6.44 | 7.26 | 15.87 | 36.10 | 31.23 | 13.24 | 15.02 | 7.82 |
| Yield(%) | 0.00 | 2.31 | 2.84 | 2.63 | 3.77 | 4.98 | 4.08 | … | … | 0.56 | 2.31 | 2.60 | 2.62 | 2.39 | 2.69 | 2.53 | 3.06 | 2.51 | 2.61 | 2.83 | 2.52 | 2.48 | 2.82 | 3.04 | 2.62 | 2.63 | 3.26 | 2.68 | 2.71 | 2.75 | 2.76 | 2.56 | 2.11 | 0.37 | 0.39 | 0.00 | 5.95 | 0.34 |
Data as of 06/04/2026, Common starting date is 09/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVIX (VANGUARD VALUE INDEX FUND INSTITUTIONAL SHARES) |
-16.60%
Feb 2006 – Feb 2009 |
-6.33%
Feb 2004 – Feb 2009 |
-3.67%
Feb 1999 – Feb 2009 |
3.99%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVIX (VANGUARD VALUE INDEX FUND INSTITUTIONAL SHARES) |
24.77%
Feb 2009 – Feb 2012 |
22.65%
Feb 2009 – Feb 2014 |
16.05%
Feb 2009 – Feb 2019 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart