Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMCTX (VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES) | 9.22% | 20.42% | 20.34% | 16.67% | 14.53% | 14.86% | NA | 11.14% |
Data as of 07/25/2025, AR inception is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMCTX (VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES) | 12/28/2007 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 20.42 | 20.34 | 16.67 | 14.53 | 14.86 | NA | 11.14 | 9.22 | 27.18 | 29.67 | -19.91 | 27.57 | 21.47 | 31.42 | -3.46 | 22.57 | 11.79 | 1.56 | 13.32 | 32.14 | 16.13 | 2.34 | 12.80 | 22.37 | -37.41 | -0.72 |
| Sharpe Ratio | NA | 0.60 | 1.01 | 0.81 | 0.68 | NA | NA | 0.49 | 0.49 | 1.55 | 1.95 | -0.86 | 2.08 | 0.61 | 2.39 | -0.28 | 3.33 | 0.90 | 0.10 | 1.17 | 2.94 | 1.29 | 0.10 | 0.72 | 0.84 | -0.95 | NA |
| Standard Deviation(%) | NA | 20.43 | 17.55 | 17.81 | 18.62 | NA | NA | 20.17 | 23.99 | 13.26 | 13.17 | 24.73 | 13.24 | 34.49 | 12.56 | 17.38 | 6.61 | 12.94 | 15.55 | 11.37 | 10.92 | 12.57 | 22.97 | 17.59 | 26.55 | 40.39 | 0.00 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.77 | 32.96 | NA | NA | 52.81 | 19.36 | 9.09 | 9.18 | 25.77 | 5.46 | 32.96 | 6.77 | 19.12 | 2.55 | 10.24 | 12.45 | 7.32 | 5.47 | 9.43 | 18.05 | 16.06 | 26.57 | 47.40 | 0.72 |
| Yield(%) | 0.00 | 0.96 | 1.59 | 1.84 | 2.76 | 4.39 | 2.48 | 2.92 | 0.28 | 1.46 | 1.75 | 1.30 | 1.50 | 1.72 | 2.34 | 1.98 | 2.19 | 2.37 | 2.12 | 2.06 | 2.38 | 2.57 | 2.07 | 1.16 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCTX (VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES) |
-2.02%
Jan 2008 - Jan 2011 |
2.78%
Jan 2008 - Jan 2013 |
8.50%
Apr 2008 - Apr 2018 |
9.31%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCTX (VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES) |
26.75%
Dec 2018 - Dec 2021 |
21.57%
Feb 2009 - Feb 2014 |
17.00%
Sep 2011 - Sep 2021 |
15.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart