Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VOE (Vanguard Mid-Cap Value ETF) | 5.84% | 10.05% | 10.68% | 13.43% | 8.95% | 11.41% | NA | 9.32% |
Data as of 07/22/2025, AR inception is 08/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOE (Vanguard Mid-Cap Value ETF) | 08/24/2006 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.78 | 10.05 | 10.68 | 13.43 | 8.95 | 11.41 | NA | 9.32 | 5.84 | 14.00 | 9.85 | -7.97 | 28.77 | 2.61 | 27.85 | -12.47 | 17.07 | 15.40 | -1.89 | 13.96 | 37.76 | 16.02 | -0.40 | 21.76 | 38.23 | -36.65 | -4.34 | 12.40 |
| Sharpe Ratio | NA | 0.33 | 0.49 | 0.66 | 0.38 | NA | NA | 0.36 | 0.28 | 0.88 | 0.42 | -0.44 | 1.86 | 0.06 | 2.14 | -0.92 | 2.03 | 1.00 | -0.13 | 1.22 | 3.09 | 1.16 | -0.02 | 1.01 | 1.08 | -0.87 | -0.47 | 4.53 |
| Standard Deviation(%) | NA | 16.82 | 16.23 | 17.05 | 19.32 | NA | NA | 21.61 | 19.92 | 11.80 | 14.85 | 21.66 | 15.46 | 40.26 | 12.33 | 15.08 | 8.10 | 15.18 | 15.10 | 11.44 | 12.21 | 13.87 | 26.14 | 21.49 | 35.25 | 43.19 | 16.06 | 7.99 |
| Draw Down(%) | NA | 18.45 | 18.45 | 19.70 | 43.19 | NA | NA | 61.55 | 15.01 | 8.68 | 14.14 | 19.70 | 6.78 | 43.19 | 7.19 | 21.51 | 3.32 | 12.36 | 11.81 | 8.46 | 6.80 | 11.49 | 24.10 | 17.25 | 32.58 | 52.16 | 16.99 | 1.63 |
| Yield(%) | 0.00 | 2.36 | 2.60 | 3.13 | 3.08 | 4.88 | 3.66 | 4.07 | 1.19 | 2.35 | 2.44 | 2.05 | 2.29 | 2.36 | 2.57 | 2.33 | 2.11 | 2.19 | 1.97 | 1.89 | 2.03 | 2.18 | 2.12 | 2.25 | 2.57 | 1.73 | 1.93 | 0.72 |
Data as of 07/22/2025, AR inception is 08/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOE (Vanguard Mid-Cap Value ETF) |
-8.47%
Jun 2007 - Jun 2010 |
-1.22%
May 2007 - May 2012 |
7.15%
May 2007 - May 2017 |
7.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOE (Vanguard Mid-Cap Value ETF) |
31.77%
Feb 2009 - Feb 2012 |
28.05%
Feb 2009 - Feb 2014 |
17.56%
Feb 2009 - Feb 2019 |
14.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart