Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTI (Vanguard Total Stock Market ETF) | -3.80% | 12.37% | 11.74% | 16.03% | 11.67% | 12.56% | 10.30% | 9.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTI (Vanguard Total Stock Market ETF) | 05/31/2001 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 05/31/2001.
AR inception is since 05/31/2001.
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 12.37 | 11.74 | 16.03 | 11.67 | 12.56 | 10.30 | 9.10 | -3.80 | 23.81 | 26.05 | -19.52 | 25.68 | 21.08 | 30.67 | -5.23 | 21.21 | 12.82 | 0.36 | 12.55 | 33.45 | 16.45 | 0.97 | 17.43 | 28.90 | -36.99 | 5.37 | 15.70 | 6.30 | 12.78 | 30.74 | -20.48 | -7.29 |
| Sharpe Ratio | NA | 0.30 | 0.39 | 0.73 | 0.54 | NA | NA | 0.39 | -0.48 | 1.33 | 1.63 | -0.84 | 1.88 | 0.60 | 2.32 | -0.39 | 2.96 | 0.93 | 0.02 | 1.08 | 2.96 | 1.25 | 0.04 | 0.94 | 1.07 | -0.94 | 0.15 | 1.19 | 0.40 | 1.06 | 1.82 | -0.85 | -0.73 |
| Standard Deviation(%) | NA | 19.93 | 18.87 | 18.35 | 18.66 | NA | NA | 19.36 | 29.01 | 12.92 | 13.51 | 24.91 | 13.63 | 34.55 | 12.63 | 16.79 | 6.99 | 13.51 | 15.29 | 11.62 | 11.29 | 13.19 | 24.06 | 18.48 | 27.01 | 40.10 | 15.83 | 10.47 | 10.40 | 11.16 | 16.55 | 25.27 | 19.47 |
| Draw Down(%) | NA | 19.59 | 19.59 | 25.36 | 35.00 | NA | NA | 55.45 | 19.59 | 8.57 | 10.72 | 25.36 | 5.20 | 35.00 | 6.78 | 20.05 | 2.71 | 11.26 | 12.06 | 7.57 | 5.69 | 10.06 | 20.30 | 16.23 | 27.37 | 48.03 | 10.08 | 8.46 | 7.04 | 8.51 | 13.19 | 32.27 | 24.66 |
| Yield(%) | 0.00 | 1.10 | 1.53 | 2.16 | 2.53 | 3.82 | 3.65 | 3.35 | 0.00 | 1.56 | 1.79 | 1.31 | 1.53 | 1.68 | 2.27 | 1.88 | 2.02 | 2.16 | 1.95 | 1.97 | 2.23 | 2.40 | 1.88 | 2.00 | 2.40 | 1.75 | 1.85 | 1.84 | 1.78 | 1.79 | 1.63 | 1.18 | 0.86 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTI (Vanguard Total Stock Market ETF) |
-15.15%
Feb 2006 - Feb 2009 |
-6.14%
Feb 2004 - Feb 2009 |
3.70%
Aug 2001 - Aug 2011 |
6.31%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTI (Vanguard Total Stock Market ETF) |
26.70%
Feb 2009 - Feb 2012 |
24.00%
Feb 2009 - Feb 2014 |
16.86%
Feb 2009 - Feb 2019 |
15.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart