Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSMSX (VANGUARD S&P SMALL-CAP 600 INDEX FUND INSTITUTIONAL SHARES) | NA | 9.12% | 17.38% | NA | NA | NA | NA | 22.38% |
Data as of 03/30/2015, AR inception is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSMSX (VANGUARD S&P SMALL-CAP 600 INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 9.12 | 17.38 | NA | NA | NA | NA | 22.38 | 4.39 | -0.10 | 41.18 | 16.26 | 0.86 | 22.82 |
| Sharpe Ratio | NA | 0.71 | 1.12 | NA | NA | NA | NA | 0.95 | 1.25 | -0.01 | 2.89 | 0.99 | 0.03 | 5.49 |
| Standard Deviation(%) | NA | 15.54 | 15.43 | NA | NA | NA | NA | 20.42 | 15.77 | 15.41 | 14.22 | 16.45 | 31.86 | 17.17 |
| Draw Down(%) | NA | 11.74 | 11.74 | NA | NA | NA | NA | 26.64 | 4.09 | 11.74 | 5.00 | 11.75 | 26.64 | 3.87 |
| Yield(%) | 0.00 | 1.15 | 1.49 | 1.43 | 0.72 | 0.48 | 0.36 | 1.79 | 0.00 | 1.18 | 1.22 | 1.68 | 0.81 | 0.00 |
Data as of 03/30/2015, 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 |
|---|---|---|---|---|
| VSMSX (VANGUARD S&P SMALL-CAP 600 INDEX FUND INSTITUTIONAL SHARES) |
14.20%
May 2011 - May 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMSX (VANGUARD S&P SMALL-CAP 600 INDEX FUND INSTITUTIONAL SHARES) |
22.75%
Sep 2011 - Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart