Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) | 3.08% | 6.75% | 14.47% | 14.12% | 10.05% | NA | NA | 12.43% |
Data as of 07/15/2025, AR inception is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 07/15/2025 |
| 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 (%) | -0.69 | 6.75 | 14.47 | 14.12 | 10.05 | NA | NA | 12.43 | 3.08 | 12.22 | 22.14 | -5.33 | 24.80 | 1.23 | 31.81 | -9.02 | 15.28 | 16.54 | -3.15 | 12.36 | 31.98 | 17.74 | -0.55 | 12.61 |
| Sharpe Ratio | NA | 0.34 | 0.77 | 0.85 | 0.50 | NA | NA | 0.64 | 0.26 | 0.84 | 1.38 | -0.35 | 1.89 | 0.03 | 2.39 | -0.69 | 2.03 | 1.19 | -0.20 | 1.15 | 2.83 | 1.30 | -0.02 | 3.74 |
| Standard Deviation(%) | NA | 16.23 | 14.95 | 15.24 | 17.66 | NA | NA | 17.04 | 19.77 | 10.20 | 13.48 | 19.33 | 13.12 | 35.84 | 12.72 | 15.21 | 7.24 | 13.71 | 15.61 | 10.77 | 11.29 | 13.70 | 24.75 | 12.48 |
| Draw Down(%) | NA | 17.53 | 17.53 | 18.00 | 37.05 | NA | NA | 37.05 | 14.97 | 7.49 | 10.94 | 18.00 | 5.75 | 37.05 | 7.69 | 19.26 | 4.43 | 9.66 | 13.68 | 7.24 | 5.17 | 11.28 | 22.13 | 4.15 |
| Yield(%) | 0.00 | 1.66 | 2.35 | 2.80 | 3.01 | 4.06 | 3.05 | 4.35 | 0.47 | 2.32 | 2.03 | 2.03 | 2.34 | 2.41 | 2.70 | 2.41 | 2.44 | 1.97 | 2.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) |
-0.03%
Mar 2017 - Mar 2020 |
3.23%
Mar 2015 - Mar 2020 |
8.83%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) |
23.47%
Sep 2011 - Sep 2014 |
17.11%
Mar 2020 - Mar 2025 |
13.63%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart