Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSGNX (VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND INSTITUTIONAL SHARES) | NA | 20.19% | 2.08% | 9.49% | 9.45% | NA | NA | 13.52% |
Data as of 03/25/2024, AR inception is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSGNX (VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 03/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | 20.19 | 2.08 | 9.49 | 9.45 | NA | NA | 13.52 | 2.29 | 17.45 | -20.70 | 22.97 | 20.09 | 21.86 | -4.04 | 15.38 | 22.25 | 2.76 | 3.86 | 42.71 | 14.58 | 3.61 | 23.97 |
| Sharpe Ratio | NA | 0.99 | 0.00 | 0.29 | 0.38 | NA | NA | 0.55 | 0.41 | 0.70 | -0.80 | 1.10 | 0.46 | 1.29 | -0.29 | 1.18 | 1.27 | 0.17 | 0.23 | 2.93 | 0.95 | 0.12 | 6.10 |
| Standard Deviation(%) | NA | 17.81 | 22.03 | 27.01 | 22.43 | NA | NA | 22.08 | 16.10 | 19.06 | 27.66 | 20.85 | 42.96 | 15.80 | 18.69 | 12.54 | 17.38 | 16.29 | 16.96 | 14.55 | 15.47 | 31.06 | 16.41 |
| Draw Down(%) | NA | 14.33 | 29.07 | 39.83 | 41.11 | NA | NA | 41.11 | 4.10 | 14.33 | 27.49 | 9.00 | 39.83 | 9.00 | 27.19 | 6.13 | 13.20 | 11.98 | 12.40 | 5.43 | 10.53 | 26.41 | 3.74 |
| Yield(%) | 0.04 | 0.29 | 0.36 | 0.53 | 0.45 | 0.64 | 0.48 | 0.73 | 0.04 | 0.29 | 0.41 | 0.38 | 0.36 | 0.71 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/25/2024, AR inception is 09/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSGNX (VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND INSTITUTIONAL SHARES) |
-1.77%
Mar 2017 - Mar 2020 |
2.73%
Mar 2015 - Mar 2020 |
7.86%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSGNX (VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND INSTITUTIONAL SHARES) |
21.70%
Sep 2011 - Sep 2014 |
18.61%
Feb 2016 - Feb 2021 |
16.50%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart