Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) | 6.70% | 12.08% | 10.74% | 13.64% | 9.18% | NA | NA | 11.93% |
Data as of 07/25/2025, AR inception is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) | 10/28/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 12.08 | 10.74 | 13.64 | 9.18 | NA | NA | 11.93 | 6.70 | 14.04 | 9.73 | -7.89 | 28.76 | 2.45 | 28.01 | -12.42 | 17.04 | 14.64 | -1.80 | 13.98 | 37.66 | 16.07 | -0.83 |
| Sharpe Ratio | NA | 0.53 | 0.46 | 0.68 | 0.40 | NA | NA | 0.57 | 0.47 | 0.88 | 0.41 | -0.43 | 1.87 | 0.05 | 2.15 | -0.92 | 2.03 | 0.95 | -0.12 | 1.21 | 3.08 | 1.15 | -0.17 |
| Standard Deviation(%) | NA | 16.75 | 16.18 | 17.02 | 19.35 | NA | NA | 17.95 | 19.57 | 11.78 | 14.86 | 21.70 | 15.37 | 40.40 | 12.33 | 15.06 | 8.10 | 15.24 | 15.16 | 11.55 | 12.22 | 13.99 | 27.46 |
| Draw Down(%) | NA | 18.40 | 18.40 | 19.75 | 43.07 | NA | NA | 43.07 | 14.99 | 8.63 | 14.19 | 19.75 | 6.83 | 43.07 | 7.16 | 21.49 | 3.30 | 12.39 | 11.90 | 8.44 | 6.76 | 11.37 | 9.11 |
| Yield(%) | 0.00 | 2.39 | 2.58 | 3.13 | 3.08 | 4.06 | 3.05 | 4.69 | 1.19 | 2.35 | 2.44 | 2.04 | 2.29 | 2.36 | 2.58 | 2.33 | 2.11 | 1.61 | 1.96 | 1.90 | 2.03 | 2.18 | 2.00 |
Data as of 07/25/2025, AR inception is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) |
-5.13%
Mar 2017 - Mar 2020 |
-0.25%
Mar 2015 - Mar 2020 |
7.45%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVAX (VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES) |
22.43%
May 2012 - May 2015 |
17.24%
Mar 2020 - Mar 2025 |
13.50%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart