Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMVLX (VANGUARD MEGA CAP VALUE INDEX FUND INSTITUTIONAL SHARES) | 13.39% | 27.88% | 19.10% | 11.98% | 12.79% | 12.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMVLX (VANGUARD MEGA CAP VALUE INDEX FUND INSTITUTIONAL SHARES) | 12/28/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 27.88 | 19.10 | 11.98 | 12.79 | 12.54 | NA | … | … | 13.39 | 14.72 | 16.87 | 9.14 | -1.21 | 25.92 | 2.49 | 25.71 | -4.08 | 16.80 | 16.64 | -0.16 | 13.02 | 32.17 | 14.99 | 1.49 | 13.00 | 12.54 | -37.51 | -0.63 |
| Sharpe Ratio | NA | 2.39 | 1.32 | 0.69 | 0.67 | NA | NA | … | … | 2.54 | 0.82 | 1.00 | 0.43 | -0.14 | 2.10 | 0.06 | 2.13 | -0.34 | 2.31 | 1.26 | -0.01 | 1.20 | 2.91 | 1.20 | 0.06 | 0.73 | 0.40 | -0.87 | NA |
| Standard Deviation(%) | NA | 9.90 | 11.99 | 13.56 | 16.51 | NA | NA | … | … | 11.21 | 14.78 | 10.23 | 11.41 | 18.34 | 12.31 | 34.99 | 11.43 | 16.04 | 7.03 | 13.03 | 15.49 | 10.83 | 11.04 | 12.60 | 23.51 | 17.80 | 31.12 | 43.83 | 0.00 |
| Draw Down(%) | NA | 6.92 | 13.12 | 16.60 | 35.56 | NA | NA | … | … | 6.92 | 13.12 | 7.01 | 9.05 | 16.60 | 4.99 | 35.56 | 6.54 | 16.76 | 4.12 | 9.14 | 12.86 | 7.62 | 5.03 | 9.49 | 20.26 | 15.11 | 32.77 | 48.39 | 0.63 |
| Yield(%) | 0.00 | 1.74 | 2.61 | 2.52 | 3.71 | 4.93 | 3.05 | … | … | 0.00 | 2.32 | 2.63 | 2.65 | 2.36 | 2.72 | 2.45 | 3.29 | 2.47 | 2.66 | 2.92 | 2.54 | 2.54 | 2.91 | 3.13 | 2.70 | 2.58 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVLX (VANGUARD MEGA CAP VALUE INDEX FUND INSTITUTIONAL SHARES) |
-5.13%
Jan 2008 – Jan 2011 |
0.55%
Jan 2008 – Jan 2013 |
6.99%
Apr 2008 – Apr 2018 |
7.66%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVLX (VANGUARD MEGA CAP VALUE INDEX FUND INSTITUTIONAL SHARES) |
22.74%
Sep 2011 – Sep 2014 |
20.79%
Feb 2009 – Feb 2014 |
15.31%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart