Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VONE (Vanguard Russell 1000 ETF) | 6.49% | 13.98% | 18.42% | 15.99% | 13.20% | NA | NA | 14.90% |
Data as of 07/07/2025, AR inception is 09/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VONE (Vanguard Russell 1000 ETF) | 09/22/2010 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 13.98 | 18.42 | 15.99 | 13.20 | NA | NA | 14.90 | 6.49 | 24.51 | 26.41 | -19.14 | 26.49 | 20.95 | 31.12 | -4.83 | 21.54 | 11.78 | 0.66 | 12.69 | 33.02 | 16.23 | 1.41 | 11.85 |
| Sharpe Ratio | NA | 0.62 | 0.93 | 0.81 | 0.64 | NA | NA | 0.75 | 0.49 | 1.64 | 1.71 | -0.84 | 1.99 | 0.58 | 2.41 | -0.37 | 3.11 | 0.88 | 0.04 | 1.12 | 2.99 | 1.29 | 0.06 | 3.99 |
| Standard Deviation(%) | NA | 19.72 | 17.32 | 17.63 | 18.64 | NA | NA | 17.56 | 23.89 | 12.71 | 13.47 | 24.62 | 13.33 | 35.34 | 12.32 | 16.87 | 6.75 | 13.21 | 15.11 | 11.33 | 11.03 | 12.67 | 23.68 | 12.43 |
| Draw Down(%) | NA | 19.06 | 19.06 | 25.12 | 34.67 | NA | NA | 34.67 | 19.06 | 8.55 | 10.29 | 25.12 | 5.20 | 34.67 | 6.66 | 19.73 | 2.53 | 10.89 | 12.02 | 7.46 | 5.84 | 9.89 | 19.73 | 3.66 |
| Yield(%) | 0.00 | 1.30 | 1.75 | 2.00 | 2.63 | 4.03 | 3.02 | 4.31 | 0.59 | 1.49 | 1.75 | 1.26 | 1.46 | 1.71 | 2.13 | 1.82 | 2.00 | 2.11 | 1.86 | 1.30 | 2.17 | 2.24 | 1.61 | 0.36 |
Data as of 07/07/2025, AR inception is 09/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VONE (Vanguard Russell 1000 ETF) |
4.57%
Mar 2017 - Mar 2020 |
6.12%
Mar 2015 - Mar 2020 |
10.66%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VONE (Vanguard Russell 1000 ETF) |
26.12%
Dec 2018 - Dec 2021 |
19.08%
Oct 2016 - Oct 2021 |
16.56%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart