Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRVIX (Vanguard Russell 1000 Value Index Fund Institutional Shares) | 6.82% | 14.88% | 12.29% | 14.05% | 9.06% | NA | NA | 11.71% |
Data as of 07/07/2025, AR inception is 09/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRVIX (Vanguard Russell 1000 Value Index Fund Institutional Shares) | 09/23/2010 | 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 (%) | 0.80 | 14.88 | 12.29 | 14.05 | 9.06 | NA | NA | 11.71 | 6.82 | 14.32 | 11.41 | -7.64 | 25.08 | 2.75 | 26.49 | -8.30 | 13.60 | 16.32 | -3.89 | 13.39 | 32.39 | 17.43 | 0.32 | 12.06 |
| Sharpe Ratio | NA | 0.76 | 0.62 | 0.78 | 0.43 | NA | NA | 0.59 | 0.65 | 0.98 | 0.60 | -0.45 | 1.91 | 0.07 | 2.17 | -0.64 | 1.79 | 1.15 | -0.25 | 1.21 | 2.82 | 1.34 | 0.01 | 4.14 |
| Standard Deviation(%) | NA | 16.52 | 15.30 | 15.62 | 17.92 | NA | NA | 17.17 | 20.00 | 10.95 | 13.01 | 20.38 | 13.12 | 36.79 | 11.52 | 15.16 | 7.27 | 14.01 | 15.53 | 11.05 | 11.46 | 13.03 | 24.70 | 12.43 |
| Draw Down(%) | NA | 15.61 | 15.61 | 19.06 | 38.29 | NA | NA | 38.29 | 14.60 | 7.76 | 11.56 | 19.06 | 5.94 | 38.29 | 6.76 | 18.35 | 4.21 | 10.65 | 13.47 | 7.82 | 5.44 | 9.92 | 21.51 | 4.05 |
| Yield(%) | 0.00 | 2.18 | 2.43 | 2.96 | 2.95 | 4.47 | 3.35 | 4.79 | 0.97 | 2.21 | 2.29 | 2.01 | 2.09 | 2.24 | 2.83 | 2.31 | 2.43 | 2.10 | 2.27 | 2.38 | 2.51 | 2.62 | 2.07 | 0.00 |
Data as of 07/07/2025, 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 |
|---|---|---|---|---|
| VRVIX (Vanguard Russell 1000 Value Index Fund Institutional Shares) |
-2.21%
Mar 2017 - Mar 2020 |
1.69%
Mar 2015 - Mar 2020 |
7.45%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRVIX (Vanguard Russell 1000 Value Index Fund Institutional Shares) |
23.84%
Sep 2011 - Sep 2014 |
16.07%
Mar 2020 - Mar 2025 |
13.36%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart