Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNGDF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) | 1.80% | 13.03% | 15.34% | 14.24% | NA | NA | NA | 13.67% |
Data as of 06/06/2025, AR inception is 08/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNGDF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) | 08/21/2015 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 13.03 | 15.34 | 14.24 | NA | NA | NA | 13.67 | 1.80 | 25.46 | 26.51 | -19.46 | 29.10 | 17.46 | 29.67 | -7.98 | 20.06 | 10.25 | 2.46 |
| Sharpe Ratio | NA | 0.50 | 0.61 | 0.55 | NA | NA | NA | 0.42 | 0.05 | 1.15 | 1.48 | -0.60 | 1.41 | 0.39 | 1.19 | -0.25 | 1.24 | 0.30 | 0.12 |
| Standard Deviation(%) | NA | 22.05 | 19.84 | 22.51 | NA | NA | NA | 26.44 | 25.19 | 16.56 | 14.90 | 34.88 | 20.49 | 42.53 | 24.54 | 37.64 | 15.64 | 32.96 | 60.97 |
| Draw Down(%) | NA | 18.64 | 18.64 | 24.09 | NA | NA | NA | 30.02 | 18.64 | 5.53 | 7.59 | 24.09 | 5.51 | 30.02 | 5.90 | 15.64 | 2.20 | 9.86 | 5.26 |
| Yield(%) | 0.00 | 0.90 | 1.13 | 1.09 | 1.11 | 0.74 | 0.55 | 1.23 | 0.29 | 0.98 | 1.51 | 0.59 | 0.35 | 0.82 | 0.89 | 0.00 | 0.00 | 0.00 | 0.47 |
Data as of 06/06/2025, AR inception is 08/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNGDF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) |
3.66%
Mar 2017 - Mar 2020 |
7.82%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNGDF (Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF) |
25.28%
Dec 2018 - Dec 2021 |
17.61%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart