Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VOOV (Vanguard S&P 500 Value ETF) | 4.25% | 7.01% | 14.14% | 14.20% | 10.29% | NA | NA | 12.51% |
Data as of 07/21/2025, AR inception is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOOV (Vanguard S&P 500 Value ETF) | 09/09/2010 | 07/21/2025 |
| 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 (%) | -0.23 | 7.01 | 14.14 | 14.20 | 10.29 | NA | NA | 12.51 | 4.25 | 12.21 | 22.16 | -5.37 | 24.87 | 1.23 | 31.75 | -9.10 | 15.25 | 17.24 | -3.16 | 12.10 | 31.88 | 17.01 | -0.13 | 12.58 |
| Sharpe Ratio | NA | 0.22 | 0.79 | 0.80 | 0.50 | NA | NA | 0.65 | 0.25 | 0.83 | 1.39 | -0.35 | 1.90 | 0.03 | 2.38 | -0.70 | 2.04 | 1.27 | -0.21 | 1.17 | 2.99 | 1.24 | -0.01 | 3.90 |
| Standard Deviation(%) | NA | 16.16 | 14.91 | 15.21 | 17.49 | NA | NA | 16.60 | 19.46 | 10.29 | 13.47 | 19.29 | 13.08 | 35.33 | 12.70 | 15.12 | 7.17 | 13.37 | 15.35 | 10.37 | 10.64 | 13.82 | 22.38 | 11.76 |
| Draw Down(%) | NA | 17.55 | 17.55 | 18.10 | 37.31 | NA | NA | 37.31 | 14.92 | 7.57 | 10.99 | 18.10 | 5.71 | 37.31 | 7.70 | 19.20 | 4.55 | 9.58 | 13.34 | 7.26 | 5.11 | 11.36 | 21.35 | 4.12 |
| Yield(%) | 0.00 | 2.10 | 2.49 | 2.92 | 3.14 | 4.65 | 3.49 | 4.98 | 0.94 | 2.29 | 2.01 | 2.01 | 2.32 | 2.40 | 2.70 | 2.34 | 2.38 | 2.60 | 2.23 | 2.19 | 2.50 | 2.42 | 1.91 | 0.75 |
Data as of 07/21/2025, AR inception is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOOV (Vanguard S&P 500 Value ETF) |
-0.03%
Mar 2017 - Mar 2020 |
3.32%
Mar 2015 - Mar 2020 |
8.85%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOOV (Vanguard S&P 500 Value ETF) |
23.20%
Sep 2011 - Sep 2014 |
17.08%
Mar 2020 - Mar 2025 |
13.60%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart