Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTWAX (Vanguard Total World Stock Index Fund) | 12.65% | 29.42% | 21.19% | 11.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTWAX (Vanguard Total World Stock Index Fund) | 02/07/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 29.42 | 21.19 | 11.05 | NA | NA | NA | … | … | 12.65 | 22.43 | 16.44 | 21.85 | -18.02 | 18.17 | 16.68 | 17.54 |
| Sharpe Ratio | NA | 2.25 | 1.32 | 0.55 | NA | NA | NA | … | … | 2.03 | 1.19 | 1.09 | 1.49 | -0.88 | 1.43 | 0.51 | 1.70 |
| Standard Deviation(%) | NA | 12.36 | 13.90 | 15.70 | NA | NA | NA | … | … | 14.97 | 16.49 | 11.81 | 12.34 | 22.30 | 12.65 | 32.05 | 10.76 |
| Draw Down(%) | NA | 9.64 | 16.43 | 26.41 | NA | NA | NA | … | … | 9.64 | 16.43 | 8.07 | 11.04 | 26.18 | 5.46 | 34.20 | 6.56 |
| Yield(%) | 0.00 | 1.99 | 2.45 | 2.08 | 2.04 | 1.36 | 1.02 | … | … | 0.22 | 2.16 | 2.22 | 2.45 | 1.73 | 2.09 | 1.86 | 2.62 |
Data as of 06/04/2026, Common starting date is 02/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTWAX (Vanguard Total World Stock Index Fund) |
3.82%
Sep 2019 – Sep 2022 |
9.33%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTWAX (Vanguard Total World Stock Index Fund) |
22.88%
Sep 2022 – Sep 2025 |
15.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart