Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSPGX (VANGUARD S&P 500 GROWTH INDEX FUND INSTITUTIONAL SHARES) | 9.26% | 16.93% | 22.15% | 16.66% | 15.67% | NA | NA | 17.46% |
Data as of 07/11/2025, AR inception is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSPGX (VANGUARD S&P 500 GROWTH INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 07/11/2025 |
| 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 (%) | 0.52 | 16.93 | 22.15 | 16.66 | 15.67 | NA | NA | 17.46 | 9.26 | 35.95 | 29.94 | -29.46 | 31.88 | 33.34 | 31.05 | -0.05 | 27.41 | 6.90 | 5.52 | 14.89 | 32.78 | 14.61 | 4.59 | 15.49 |
| Sharpe Ratio | NA | 0.57 | 0.94 | 0.69 | 0.69 | NA | NA | 0.81 | 0.57 | 1.82 | 1.97 | -1.01 | 1.93 | 0.94 | 2.29 | -0.07 | 3.70 | 0.50 | 0.35 | 1.23 | 2.94 | 1.19 | 0.20 | 4.90 |
| Standard Deviation(%) | NA | 25.21 | 21.19 | 21.76 | 20.88 | NA | NA | 19.15 | 29.72 | 17.78 | 13.47 | 30.83 | 16.51 | 35.22 | 12.91 | 19.63 | 7.25 | 13.39 | 15.86 | 12.10 | 11.12 | 12.34 | 22.48 | 12.07 |
| Draw Down(%) | NA | 22.22 | 22.22 | 32.73 | 32.73 | NA | NA | 32.73 | 22.22 | 12.81 | 9.12 | 32.35 | 8.65 | 31.34 | 6.34 | 20.70 | 2.30 | 10.86 | 11.74 | 7.33 | 5.97 | 8.47 | 16.51 | 3.94 |
| Yield(%) | 0.00 | 0.48 | 0.98 | 1.06 | 1.31 | 1.93 | 1.45 | 2.07 | 0.15 | 0.69 | 1.48 | 0.66 | 0.73 | 1.16 | 0.89 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| VSPGX (VANGUARD S&P 500 GROWTH INDEX FUND INSTITUTIONAL SHARES) |
6.27%
Apr 2021 - Apr 2024 |
9.44%
Mar 2015 - Mar 2020 |
12.61%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSPGX (VANGUARD S&P 500 GROWTH INDEX FUND INSTITUTIONAL SHARES) |
32.09%
Dec 2018 - Dec 2021 |
24.03%
Dec 2016 - Dec 2021 |
19.19%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart