Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSSGX (SMALL-MID GROWTH FUND SMALL-MID GROWTH FUND) | NA | -40.69% | 7.48% | 8.53% | 9.72% | 6.45% | NA | 7.20% |
Data as of 01/07/2022, AR inception is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSSGX (SMALL-MID GROWTH FUND SMALL-MID GROWTH FUND) | 09/08/2006 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -40.69 | 7.48 | 8.53 | 9.72 | 6.45 | NA | 7.20 | 0.00 | -38.24 | 49.91 | 37.92 | -5.29 | 27.76 | 0.22 | -0.64 | 11.07 | 34.76 | 11.61 | -4.36 | 26.23 | 39.22 | -39.16 | -2.82 | 11.05 |
| Sharpe Ratio | NA | -0.73 | 0.17 | 0.24 | 0.36 | NA | NA | 0.23 | NA | -0.75 | 1.17 | 2.35 | -0.34 | 2.82 | 0.00 | -0.04 | 0.73 | 2.45 | 0.67 | -0.14 | 1.16 | 1.22 | -0.99 | -0.29 | 2.47 |
| Standard Deviation(%) | NA | 55.74 | 41.33 | 33.52 | 26.33 | NA | NA | 27.53 | NA | 69.45 | 42.10 | 15.53 | 19.26 | 9.66 | 17.79 | 16.24 | 15.08 | 14.16 | 17.42 | 32.17 | 22.52 | 32.07 | 40.37 | 20.21 | 14.95 |
| Draw Down(%) | NA | 45.17 | 45.17 | 45.17 | 45.17 | NA | NA | 56.44 | NA | 45.17 | 35.04 | 7.39 | 24.54 | 4.75 | 18.81 | 14.74 | 9.78 | 6.32 | 13.68 | 28.68 | 17.10 | 21.19 | 50.63 | 14.58 | 3.61 |
| Yield(%) | 0.00 | 8.18 | 13.64 | 11.02 | 11.38 | 7.49 | 6.24 | 8.32 | 0.00 | 8.65 | 11.05 | 15.12 | 3.66 | 5.33 | 9.93 | 22.31 | 3.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 | 2.83 | 0.00 | 0.00 |
Data as of 01/07/2022, AR inception is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSGX (SMALL-MID GROWTH FUND SMALL-MID GROWTH FUND) |
-9.41%
Jun 2007 - Jun 2010 |
-0.99%
May 2007 - May 2012 |
5.02%
Oct 2006 - Oct 2016 |
6.45%
Dec 2006 - Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSGX (SMALL-MID GROWTH FUND SMALL-MID GROWTH FUND) |
29.09%
Feb 2009 - Feb 2012 |
24.30%
Feb 2009 - Feb 2014 |
16.42%
Feb 2009 - Feb 2019 |
6.62%
Oct 2006 - Oct 2021 |
Annualized Rolling Returns Comparison Chart