Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMSGX (MID CAP STRATEGIC GROWTH FUND MID CAP STRATEGIC GROWTH FUND) | 9.23% | 17.87% | 10.55% | 8.43% | 9.09% | 10.71% | 8.54% | 8.81% |
Data as of 07/11/2025, AR inception is 12/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMSGX (MID CAP STRATEGIC GROWTH FUND MID CAP STRATEGIC GROWTH FUND) | 12/28/2004 | 07/11/2025 |
| 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 17.87 | 10.55 | 8.43 | 9.09 | 10.71 | 8.54 | 8.81 | 9.23 | 19.79 | -1.21 | -22.48 | 11.16 | 26.80 | 37.63 | -4.71 | 26.30 | 9.95 | -2.59 | 3.22 | 38.61 | 9.23 | -6.74 | 26.18 | 45.34 | -47.95 | 29.70 | 6.04 | 13.07 | -0.18 |
| Sharpe Ratio | NA | 0.63 | 0.30 | 0.24 | 0.34 | NA | NA | 0.32 | 0.55 | 0.86 | -0.20 | -0.70 | 0.59 | 0.73 | 2.53 | -0.33 | 2.87 | 0.63 | -0.17 | 0.20 | 3.02 | 0.61 | -0.25 | 1.21 | 1.43 | -1.10 | 1.41 | 0.18 | 0.81 | -8.07 |
| Standard Deviation(%) | NA | 23.47 | 24.13 | 24.82 | 22.92 | NA | NA | 23.09 | 27.92 | 15.31 | 27.62 | 34.43 | 18.89 | 36.03 | 14.34 | 18.32 | 8.98 | 15.45 | 15.67 | 16.31 | 12.79 | 15.18 | 27.39 | 21.48 | 31.64 | 44.13 | 18.98 | 15.28 | 13.39 | 1.91 |
| Draw Down(%) | NA | 23.78 | 27.61 | 39.77 | 40.62 | NA | NA | 59.49 | 23.78 | 8.32 | 27.61 | 29.82 | 11.84 | 40.62 | 7.02 | 22.20 | 4.07 | 13.65 | 14.71 | 14.27 | 5.41 | 14.55 | 25.76 | 14.90 | 22.77 | 57.42 | 10.87 | 17.45 | 9.11 | 0.20 |
| Yield(%) | 0.00 | 0.10 | 0.04 | 2.48 | 4.66 | 7.03 | 5.62 | 5.90 | 0.09 | 0.02 | 0.00 | 8.16 | 0.08 | 0.00 | 10.54 | 4.70 | 6.93 | 13.87 | 14.33 | 1.67 | 0.00 | 2.64 | 0.50 | 0.07 | 0.72 | 8.35 | 2.86 | 0.00 | 0.00 | 0.02 |
Data as of 07/11/2025, AR inception is 12/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMSGX (MID CAP STRATEGIC GROWTH FUND MID CAP STRATEGIC GROWTH FUND) |
-16.59%
Feb 2006 - Feb 2009 |
-2.24%
Oct 2007 - Oct 2012 |
4.86%
Jan 2006 - Jan 2016 |
5.97%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMSGX (MID CAP STRATEGIC GROWTH FUND MID CAP STRATEGIC GROWTH FUND) |
31.13%
Feb 2009 - Feb 2012 |
26.32%
Feb 2009 - Feb 2014 |
16.83%
Feb 2009 - Feb 2019 |
13.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart