Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGK (Vanguard Mega Cap Growth ETF) | -8.56% | 15.51% | 14.17% | 17.66% | 14.95% | 15.00% | NA | 12.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGK (Vanguard Mega Cap Growth ETF) | 12/21/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/21/2007.
AR inception is since 12/21/2007.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.41 | 15.51 | 14.17 | 17.66 | 14.95 | 15.00 | NA | 12.57 | -8.56 | 32.94 | 51.67 | -33.58 | 28.58 | 40.99 | 37.39 | -2.90 | 29.49 | 6.54 | 3.64 | 13.16 | 32.59 | 17.23 | 3.09 | 14.51 | 35.01 | -36.25 | -1.05 |
| Sharpe Ratio | NA | 0.36 | 0.40 | 0.65 | 0.60 | NA | NA | 0.53 | -0.76 | 1.47 | 2.76 | -1.07 | 1.64 | 1.11 | 2.45 | -0.21 | 3.88 | 0.47 | 0.22 | 1.05 | 2.91 | 1.32 | 0.14 | 0.82 | 1.56 | -1.03 | NA |
| Standard Deviation(%) | NA | 25.53 | 24.66 | 23.60 | 21.94 | NA | NA | 21.41 | 36.56 | 17.93 | 17.38 | 32.72 | 17.37 | 36.51 | 14.67 | 20.01 | 7.48 | 13.63 | 16.07 | 12.48 | 11.20 | 13.16 | 22.60 | 17.65 | 22.36 | 35.95 | NA |
| Draw Down(%) | NA | 23.44 | 23.44 | 36.01 | 36.01 | NA | NA | 48.36 | 23.44 | 13.55 | 10.05 | 35.80 | 9.35 | 31.23 | 8.65 | 22.59 | 2.61 | 11.52 | 12.73 | 7.16 | 6.74 | 9.65 | 16.92 | 16.25 | 20.60 | 45.55 | NA |
| Yield(%) | 0.00 | 0.43 | 0.58 | 0.85 | 1.46 | 2.42 | 1.73 | 2.04 | 0.00 | 0.58 | 0.76 | 0.46 | 0.54 | 0.89 | 1.16 | 1.06 | 1.55 | 1.63 | 1.47 | 0.96 | 1.64 | 1.89 | 1.36 | 1.37 | 1.77 | 0.86 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGK (Vanguard Mega Cap Growth ETF) |
2.03%
Aug 2008 - Aug 2011 |
6.02%
Jan 2008 - Jan 2013 |
10.47%
Apr 2008 - Apr 2018 |
11.20%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGK (Vanguard Mega Cap Growth ETF) |
35.55%
Dec 2018 - Dec 2021 |
25.65%
Dec 2016 - Dec 2021 |
19.79%
Dec 2011 - Dec 2021 |
18.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart