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 |
|---|---|---|---|---|---|---|---|---|
| VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | -10.47% | 3.47% | 4.09% | 11.70% | 7.48% | 9.66% | 8.87% | 9.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 03/28/1988 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 03/28/1988.
AR inception is since 03/28/1988.
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.57 | 3.47 | 4.09 | 11.70 | 7.48 | 9.66 | 8.87 | 9.80 | -10.47 | 16.45 | 25.23 | -26.56 | 12.31 | 32.05 | 27.87 | -9.48 | 17.94 | 15.99 | -3.40 | 7.43 | 38.17 | 18.33 | -3.72 | 27.36 | 37.44 | -38.74 | 4.33 | 14.27 | 10.29 | 18.71 | 43.43 | -18.06 | -9.08 | -16.11 | 36.33 | 8.32 | 26.74 | 17.60 | 33.80 | -1.76 | 15.56 | 11.43 | 41.75 | -15.16 | 22.00 | 5.28 |
| Sharpe Ratio | NA | -0.12 | -0.01 | 0.42 | 0.25 | NA | NA | 0.38 | -0.98 | 0.54 | 1.12 | -0.91 | 0.63 | 0.79 | 1.82 | -0.63 | 1.74 | 0.94 | -0.22 | 0.52 | 2.84 | 1.18 | -0.13 | 1.21 | 1.11 | -0.90 | 0.08 | 0.78 | 0.65 | 1.30 | 2.71 | -0.86 | -0.46 | -0.56 | 2.01 | 0.25 | 1.73 | 1.25 | 3.57 | -0.50 | 1.51 | 0.97 | 3.34 | -1.59 | 2.01 | 0.26 |
| Standard Deviation(%) | NA | 24.26 | 23.86 | 23.65 | 22.50 | NA | NA | 20.42 | 33.49 | 18.12 | 18.93 | 30.67 | 19.61 | 40.32 | 14.55 | 17.24 | 9.98 | 16.85 | 15.35 | 14.26 | 13.45 | 15.68 | 30.01 | 22.61 | 33.63 | 43.95 | 17.08 | 14.21 | 12.50 | 13.64 | 15.77 | 22.36 | 25.42 | 36.08 | 16.46 | 20.31 | 13.33 | 11.19 | 8.38 | 9.52 | 8.88 | 9.25 | 11.33 | 12.83 | 8.12 | 7.85 |
| Draw Down(%) | NA | 27.28 | 27.28 | 36.38 | 41.63 | NA | NA | 58.17 | 25.12 | 9.65 | 15.92 | 31.07 | 12.20 | 41.63 | 7.68 | 24.74 | 4.81 | 16.04 | 14.82 | 11.46 | 6.07 | 12.24 | 27.66 | 18.46 | 29.22 | 53.58 | 11.59 | 12.52 | 7.45 | 12.18 | 11.60 | 31.70 | 33.08 | 36.94 | 10.98 | 33.09 | 9.57 | 13.23 | 5.27 | 9.64 | 6.11 | 9.93 | 5.46 | 25.05 | 8.38 | 5.25 |
| Yield(%) | 0.00 | 0.56 | 0.96 | 1.52 | 1.56 | 2.40 | 2.65 | 8.76 | 0.00 | 0.81 | 1.43 | 0.72 | 1.12 | 1.27 | 1.49 | 1.34 | 1.30 | 1.52 | 1.15 | 1.26 | 1.29 | 1.71 | 0.91 | 1.05 | 1.33 | 1.04 | 1.18 | 1.34 | 1.07 | 1.07 | 1.11 | 0.78 | 4.05 | 12.68 | 12.94 | 8.28 | 8.76 | 8.53 | 3.80 | 2.95 | 2.49 | 2.73 | 3.85 | 2.36 | 1.99 | 1.78 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) |
-19.46%
Feb 2000 - Feb 2003 |
-5.69%
Feb 2004 - Feb 2009 |
0.02%
Feb 1999 - Feb 2009 |
4.77%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) |
31.83%
Feb 2009 - Feb 2012 |
28.20%
Feb 2009 - Feb 2014 |
19.34%
Sep 1990 - Sep 2000 |
14.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart