Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLU (SPDR S&P 1500 Value Tilt ETF) | 13.84% | 30.75% | 21.09% | 12.08% | 14.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLU (SPDR S&P 1500 Value Tilt ETF) | 10/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 30.75 | 21.09 | 12.08 | 14.08 | NA | NA | … | … | 13.84 | 16.70 | 17.24 | 17.19 | -8.23 | 30.95 | 9.91 | 26.20 | -7.88 | 18.16 | 15.28 | -3.48 | 12.97 | 33.92 | 2.14 |
| Sharpe Ratio | NA | 2.59 | 1.36 | 0.63 | 0.68 | NA | NA | … | … | 2.90 | 0.82 | 1.21 | 1.04 | -0.46 | 2.16 | 0.26 | 1.93 | -0.56 | 1.71 | 1.12 | -0.19 | 0.92 | 3.10 | 1.14 |
| Standard Deviation(%) | NA | 10.90 | 13.48 | 15.40 | 18.15 | NA | NA | … | … | 11.50 | 16.90 | 11.25 | 13.09 | 21.21 | 14.29 | 37.02 | 12.78 | 16.48 | 10.29 | 13.49 | 18.02 | 14.02 | 10.93 | 11.54 |
| Draw Down(%) | NA | 6.34 | 16.22 | 19.55 | 37.39 | NA | NA | … | … | 6.34 | 16.22 | 6.21 | 10.54 | 19.55 | 5.76 | 37.39 | 7.65 | 20.23 | 3.88 | 12.30 | 12.86 | 7.43 | 5.16 | 5.31 |
| Yield(%) | 0.00 | 2.06 | 2.54 | 2.26 | 3.55 | 4.40 | 3.30 | … | … | 0.43 | 2.08 | 2.30 | 2.31 | 1.92 | 2.42 | 2.11 | 2.69 | 2.32 | 2.24 | 2.48 | 4.94 | 5.31 | 3.79 | 0.56 |
Data as of 06/04/2026, Common starting date is 10/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLU (SPDR S&P 1500 Value Tilt ETF) |
-0.93%
Mar 2017 – Mar 2020 |
2.39%
Mar 2015 – Mar 2020 |
9.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLU (SPDR S&P 1500 Value Tilt ETF) |
22.52%
Mar 2020 – Mar 2023 |
19.95%
Mar 2020 – Mar 2025 |
14.46%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart