Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMGLX (MODERATE GROWTH LIFESTYLE FUND MODERATE GROWTH LIFESTYLE FUND) | NA | 12.38% | -19.21% | -10.32% | -1.67% | 0.00% | 1.79% | … | … |
Data as of 05/11/2022, Common starting date is 11/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMGLX (MODERATE GROWTH LIFESTYLE FUND MODERATE GROWTH LIFESTYLE FUND) | 11/25/1998 | 05/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 12.38 | -19.21 | -10.32 | -1.67 | 0.00 | 1.79 | … | … | 11.78 | -61.97 | 12.45 | 20.59 | -7.00 | 13.61 | 8.41 | -0.95 | 4.27 | 16.60 | 13.70 | 1.25 | 15.18 | 26.10 | -26.18 | 8.89 | 2.81 | 5.23 | 11.18 | 23.37 | -10.41 | -5.70 | -0.56 | 18.82 | 4.22 |
| Sharpe Ratio | NA | 0.33 | -0.31 | -0.22 | -0.06 | NA | NA | … | … | 0.59 | -0.60 | 0.62 | 2.60 | -0.88 | 2.06 | 0.87 | -0.11 | 0.55 | 2.04 | 1.81 | 0.09 | 1.29 | 1.56 | -1.18 | 0.47 | -0.05 | 0.36 | 1.20 | 2.49 | -0.88 | -0.67 | -0.31 | 1.48 | 4.55 |
| Standard Deviation(%) | NA | 37.53 | 64.58 | 50.31 | 36.07 | NA | NA | … | … | 62.03 | 103.79 | 19.54 | 7.36 | 9.53 | 6.30 | 9.38 | 8.59 | 7.68 | 8.14 | 7.61 | 13.49 | 11.67 | 16.71 | 22.89 | 12.40 | 12.62 | 8.19 | 8.47 | 9.11 | 13.18 | 12.40 | 15.40 | 10.46 | 11.22 |
| Draw Down(%) | NA | 14.63 | 65.44 | 65.44 | 65.44 | NA | NA | … | … | 14.63 | 65.44 | 24.70 | 4.20 | 13.24 | 2.41 | 8.08 | 8.88 | 6.33 | 6.87 | 6.11 | 12.22 | 9.52 | 16.61 | 35.49 | 7.90 | 9.23 | 4.93 | 7.24 | 8.51 | 19.77 | 19.43 | 11.80 | 8.03 | 2.71 |
| Yield(%) | 0.00 | 12.49 | 9.95 | 7.14 | 7.18 | 5.77 | 6.13 | … | … | 8.03 | 5.16 | 6.42 | 10.05 | 3.75 | 6.40 | 7.93 | 7.55 | 3.89 | 0.00 | 3.49 | 1.99 | 3.08 | 2.60 | 4.52 | 6.86 | 0.96 | 1.08 | 2.02 | 2.35 | 1.94 | 2.61 | 12.73 | 12.24 | 0.35 |
Data as of 05/11/2022, Common starting date is 11/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGLX (MODERATE GROWTH LIFESTYLE FUND MODERATE GROWTH LIFESTYLE FUND) |
-23.70%
Aug 2018 – Aug 2021 |
-12.79%
Feb 2017 – Feb 2022 |
-3.26%
Feb 2012 – Feb 2022 |
-1.01%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGLX (MODERATE GROWTH LIFESTYLE FUND MODERATE GROWTH LIFESTYLE FUND) |
21.02%
Feb 2009 – Feb 2012 |
17.24%
Feb 2009 – Feb 2014 |
10.84%
Feb 2009 – Feb 2019 |
7.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart