Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VT (Vanguard Total World Stock ETF) | 10.28% | 16.14% | 17.03% | 13.73% | 10.01% | 10.81% | NA | 8.05% |
Data as of 06/30/2025, AR inception is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VT (Vanguard Total World Stock ETF) | 06/26/2008 | 06/30/2025 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | 16.14 | 17.03 | 13.73 | 10.01 | 10.81 | NA | 8.05 | 10.28 | 16.49 | 22.03 | -18.00 | 18.25 | 16.61 | 26.82 | -9.76 | 24.49 | 8.51 | -1.86 | 3.67 | 22.95 | 17.12 | -7.50 | 13.08 | 32.65 | -33.05 |
| Sharpe Ratio | NA | 0.69 | 0.78 | 0.74 | 0.47 | NA | NA | 0.34 | 0.84 | 1.08 | 1.46 | -0.86 | 1.42 | 0.49 | 2.16 | -0.72 | 3.48 | 0.54 | -0.12 | 0.33 | 1.88 | 1.15 | -0.28 | 0.62 | 1.05 | -0.97 |
| Standard Deviation(%) | NA | 17.91 | 16.08 | 16.34 | 17.70 | NA | NA | 20.94 | 21.82 | 11.90 | 12.70 | 22.75 | 12.80 | 33.03 | 11.71 | 15.44 | 6.89 | 15.34 | 15.41 | 11.13 | 12.18 | 15.02 | 26.73 | 21.09 | 30.99 | 56.32 |
| Draw Down(%) | NA | 16.51 | 16.51 | 26.37 | 34.23 | NA | NA | 50.27 | 16.51 | 8.13 | 11.18 | 26.16 | 5.55 | 34.23 | 6.73 | 19.97 | 2.14 | 11.82 | 14.80 | 9.40 | 8.70 | 13.03 | 23.83 | 16.44 | 27.88 | 46.31 |
| Yield(%) | 0.00 | 2.02 | 2.52 | 2.73 | 2.93 | 4.21 | 2.56 | 3.01 | 0.84 | 2.25 | 2.48 | 1.75 | 2.12 | 1.88 | 2.87 | 2.21 | 2.54 | 2.57 | 2.36 | 2.50 | 2.42 | 2.59 | 2.11 | 2.08 | 1.95 | 0.41 |
Data as of 06/30/2025, AR inception is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VT (Vanguard Total World Stock ETF) |
-0.52%
Sep 2008 - Sep 2011 |
2.78%
Mar 2015 - Mar 2020 |
5.97%
Mar 2010 - Mar 2020 |
7.24%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VT (Vanguard Total World Stock ETF) |
23.87%
Feb 2009 - Feb 2012 |
20.02%
Feb 2009 - Feb 2014 |
13.05%
Feb 2009 - Feb 2019 |
12.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart