Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTTX (Vanguard Russell 3000 Index Fund Institutional Shares) | 8.65% | 18.85% | 18.12% | 15.45% | 13.16% | NA | NA | 14.89% |
Data as of 07/25/2025, AR inception is 09/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTTX (Vanguard Russell 3000 Index Fund Institutional Shares) | 09/23/2010 | 07/25/2025 |
| 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 (%) | 1.40 | 18.85 | 18.12 | 15.45 | 13.16 | NA | NA | 14.89 | 8.65 | 23.31 | 25.92 | -19.27 | 25.56 | 20.81 | 31.04 | -5.29 | 21.03 | 11.99 | 0.41 | 12.51 | 33.44 | 16.32 | 1.00 | 13.10 |
| Sharpe Ratio | NA | 0.79 | 0.85 | 0.76 | 0.62 | NA | NA | 0.73 | 0.56 | 1.29 | 1.61 | -0.83 | 1.87 | 0.58 | 2.33 | -0.39 | 2.90 | 0.87 | 0.03 | 1.07 | 2.94 | 1.25 | 0.04 | 4.54 |
| Standard Deviation(%) | NA | 19.89 | 17.43 | 17.81 | 18.79 | NA | NA | 17.78 | 23.14 | 13.00 | 13.62 | 24.87 | 13.66 | 35.15 | 12.70 | 16.96 | 7.06 | 13.57 | 15.34 | 11.73 | 11.36 | 13.11 | 24.47 | 12.47 |
| Draw Down(%) | NA | 19.31 | 19.31 | 25.13 | 34.96 | NA | NA | 34.96 | 19.31 | 8.56 | 10.74 | 25.13 | 5.20 | 34.96 | 6.82 | 20.18 | 2.79 | 11.26 | 12.09 | 7.55 | 5.71 | 9.97 | 20.42 | 3.73 |
| Yield(%) | 0.00 | 1.02 | 1.60 | 1.84 | 2.50 | 3.91 | 2.93 | 4.19 | 0.30 | 1.48 | 1.85 | 1.22 | 1.49 | 1.63 | 2.21 | 1.81 | 2.00 | 1.56 | 1.88 | 1.93 | 2.07 | 2.09 | 1.55 | 0.00 |
Data as of 07/25/2025, AR inception is 09/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTTX (Vanguard Russell 3000 Index Fund Institutional Shares) |
3.97%
Mar 2017 - Mar 2020 |
5.59%
Mar 2015 - Mar 2020 |
10.39%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTTX (Vanguard Russell 3000 Index Fund Institutional Shares) |
25.73%
Dec 2018 - Dec 2021 |
18.85%
Oct 2016 - Oct 2021 |
16.46%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart