Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMRAX (VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES) | NA | 0.00% | 4.44% | 10.22% | 10.43% | 7.98% | NA | 7.07% |
Data as of 04/05/2021, AR inception is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMRAX (VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES) | 05/16/2001 | 04/05/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 4.44 | 10.22 | 10.43 | 7.98 | NA | 7.07 | 0.00 | 0.00 | 19.90 | -1.50 | 30.07 | 3.37 | 6.86 | 11.41 | 34.91 | 15.24 | -2.40 | 18.87 | 36.31 | -41.32 | 11.19 | 11.32 | 9.38 | 10.61 | 33.91 | -23.77 | -12.11 |
| Sharpe Ratio | NA | 0.00 | 0.31 | 0.80 | 0.67 | NA | NA | 0.32 | 0.00 | 0.00 | 2.00 | -0.14 | 3.42 | 0.22 | 0.42 | 0.84 | 2.94 | 1.07 | -0.09 | 0.96 | 1.46 | -1.07 | 0.50 | 0.65 | 0.66 | 0.74 | 1.88 | -0.95 | -0.94 |
| Standard Deviation(%) | NA | NA | 11.44 | 11.79 | 14.85 | NA | NA | 18.52 | NA | NA | 9.22 | 20.83 | 8.65 | 14.14 | 16.09 | 13.56 | 11.85 | 14.28 | 26.14 | 19.51 | 24.81 | 39.23 | 16.14 | 12.22 | 10.71 | 13.02 | 17.65 | 26.17 | 22.40 |
| Draw Down(%) | NA | 0.00 | 22.58 | 22.58 | 22.58 | NA | NA | 53.38 | 0.00 | 0.00 | 3.22 | 22.58 | 2.50 | 13.16 | 11.50 | 8.24 | 6.01 | 11.49 | 21.60 | 16.09 | 19.85 | 50.54 | 10.70 | 11.05 | 6.90 | 12.71 | 12.84 | 33.04 | 31.64 |
| Yield(%) | 0.00 | 0.00 | 6.79 | 8.22 | 8.75 | 6.88 | 5.96 | 6.27 | 0.00 | 0.00 | 12.77 | 9.66 | 9.79 | 5.77 | 8.60 | 12.04 | 5.91 | 1.34 | 0.69 | 0.75 | 1.12 | 0.87 | 8.27 | 4.09 | 0.85 | 0.84 | 0.53 | 0.00 | 0.00 |
Data as of 04/05/2021, AR inception is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMRAX (VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES) |
-14.42%
Feb 2006 - Feb 2009 |
-5.49%
Feb 2004 - Feb 2009 |
3.52%
Jun 2001 - Jun 2011 |
5.87%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMRAX (VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES) |
26.27%
Feb 2009 - Feb 2012 |
23.44%
Feb 2009 - Feb 2014 |
17.52%
Feb 2009 - Feb 2019 |
11.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart