Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VONV (Vanguard Russell 1000 Value ETF) | 15.03% | 29.71% | 18.96% | 10.44% | 11.34% | 11.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VONV (Vanguard Russell 1000 Value ETF) | 09/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 29.71 | 18.96 | 10.44 | 11.34 | 11.43 | NA | … | … | 15.03 | 15.81 | 14.28 | 11.40 | -7.65 | 25.28 | 2.71 | 26.48 | -8.44 | 13.59 | 17.09 | -3.82 | 12.43 | 32.71 | 16.72 | 0.36 | 10.91 |
| Sharpe Ratio | NA | 2.40 | 1.22 | 0.53 | 0.56 | NA | NA | … | … | 2.84 | 0.82 | 0.98 | 0.60 | -0.45 | 1.93 | 0.07 | 2.19 | -0.65 | 1.82 | 1.22 | -0.25 | 1.22 | 2.88 | 1.32 | 0.01 | 3.68 |
| Standard Deviation(%) | NA | 10.80 | 12.95 | 14.77 | 17.30 | NA | NA | … | … | 12.06 | 15.77 | 10.88 | 12.92 | 20.23 | 13.11 | 36.40 | 11.40 | 15.24 | 7.13 | 13.80 | 15.46 | 10.18 | 11.33 | 12.72 | 24.31 | 12.26 |
| Draw Down(%) | NA | 6.81 | 15.70 | 18.87 | 38.21 | NA | NA | … | … | 6.81 | 14.64 | 7.78 | 11.60 | 18.87 | 5.96 | 38.21 | 6.80 | 18.27 | 4.12 | 10.60 | 13.51 | 7.69 | 5.31 | 10.39 | 20.97 | 3.68 |
| Yield(%) | 0.00 | 2.06 | 2.44 | 2.15 | 2.25 | 3.23 | 2.79 | … | … | 0.44 | 2.07 | 2.20 | 2.28 | 2.00 | 1.26 | 2.24 | 2.83 | 2.28 | 2.40 | 2.77 | 2.23 | 1.61 | 2.45 | 2.55 | 2.02 | 0.17 |
Data as of 06/04/2026, Common starting date is 09/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VONV (Vanguard Russell 1000 Value ETF) |
-2.25%
Mar 2017 – Mar 2020 |
1.77%
Mar 2015 – Mar 2020 |
7.39%
Oct 2013 – Oct 2023 |
10.30%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VONV (Vanguard Russell 1000 Value ETF) |
23.73%
Sep 2011 – Sep 2014 |
16.09%
Mar 2020 – Mar 2025 |
13.30%
Sep 2011 – Sep 2021 |
11.10%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart