Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VPU (Vanguard Utilities ETF) | 9.86% | 24.33% | 7.67% | 10.38% | 10.41% | 11.19% | 8.59% | 9.86% |
Data as of 07/01/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VPU (Vanguard Utilities ETF) | 01/30/2004 | 07/01/2025 |
| 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 24.33 | 7.67 | 10.38 | 10.41 | 11.19 | 8.59 | 9.86 | 9.86 | 23.04 | -7.45 | 1.06 | 17.39 | -0.73 | 24.88 | 4.37 | 12.46 | 17.57 | -4.81 | 27.00 | 14.88 | 1.83 | 18.96 | 7.04 | 11.30 | -27.94 | 17.00 | 21.66 | 14.54 | 20.60 |
| Sharpe Ratio | NA | 1.08 | 0.29 | 0.53 | 0.46 | NA | NA | 0.46 | 0.89 | 1.28 | -0.64 | -0.02 | 1.18 | -0.03 | 2.05 | 0.20 | 1.24 | 1.13 | -0.29 | 2.04 | 1.21 | 0.18 | 1.11 | 0.46 | 0.54 | -0.80 | 0.79 | 1.67 | 0.89 | 2.03 |
| Standard Deviation(%) | NA | 16.79 | 18.07 | 17.47 | 19.25 | NA | NA | 18.38 | 18.77 | 15.20 | 17.58 | 21.10 | 14.69 | 38.80 | 11.43 | 14.85 | 9.54 | 15.42 | 16.87 | 13.21 | 12.24 | 9.69 | 17.08 | 15.09 | 20.59 | 36.23 | 17.53 | 10.95 | 13.72 | 10.60 |
| Draw Down(%) | NA | 10.25 | 25.15 | 25.15 | 36.42 | NA | NA | 46.30 | 7.97 | 9.68 | 20.50 | 20.10 | 8.44 | 36.42 | 5.58 | 9.80 | 6.87 | 11.59 | 16.15 | 9.28 | 11.02 | 9.39 | 12.05 | 9.09 | 25.06 | 38.92 | 12.17 | 6.41 | 11.88 | 9.21 |
| Yield(%) | 0.69 | 3.44 | 3.12 | 3.67 | 4.66 | 6.37 | 5.15 | 6.76 | 1.49 | 3.55 | 3.12 | 2.95 | 3.15 | 3.08 | 3.49 | 3.29 | 3.48 | 3.65 | 3.32 | 3.77 | 4.08 | 3.96 | 3.94 | 3.88 | 3.97 | 2.73 | 2.84 | 3.30 | 3.29 | 3.10 |
Data as of 07/01/2025, AR inception is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPU (Vanguard Utilities ETF) |
-8.20%
May 2007 - May 2010 |
0.78%
Nov 2007 - Nov 2012 |
6.47%
Apr 2007 - Apr 2017 |
7.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPU (Vanguard Utilities ETF) |
24.56%
May 2004 - May 2007 |
16.06%
Apr 2009 - Apr 2014 |
13.28%
Mar 2009 - Mar 2019 |
11.13%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart