Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMGRX (Vanguard Mid Cap Growth Fun) | 5.91% | 17.98% | 12.61% | -0.37% | 4.40% | 8.64% | 7.24% | 8.70% |
Data as of 08/01/2025, AR inception is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMGRX (Vanguard Mid Cap Growth Fun) | 07/22/2002 | 08/01/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 17.98 | 12.61 | -0.37 | 4.40 | 8.64 | 7.24 | 8.70 | 5.91 | 17.73 | 24.15 | -30.13 | -19.52 | 25.70 | 32.06 | -3.52 | 18.31 | 0.44 | 0.33 | 10.92 | 34.15 | 14.84 | 1.17 | 23.83 | 38.42 | -39.52 | 14.56 | 12.72 | 9.13 | 11.38 | 42.81 | 2.13 |
| Sharpe Ratio | NA | 0.73 | 0.49 | -0.04 | 0.14 | NA | NA | 0.34 | 0.46 | 0.85 | 1.16 | -0.94 | -0.51 | 0.70 | 2.00 | -0.26 | 1.95 | 0.01 | 0.02 | 0.79 | 2.71 | 0.96 | 0.04 | 1.15 | 1.40 | -1.01 | 0.69 | 0.62 | 0.53 | 0.63 | 2.11 | 0.12 |
| Standard Deviation(%) | NA | 24.96 | 21.75 | 27.79 | 24.69 | NA | NA | 22.94 | 29.11 | 16.58 | 17.79 | 33.51 | 38.28 | 36.16 | 15.32 | 19.18 | 9.12 | 16.84 | 15.94 | 13.85 | 12.57 | 15.54 | 27.93 | 20.64 | 27.34 | 39.84 | 16.66 | 15.00 | 12.93 | 16.58 | 19.94 | 31.47 |
| Draw Down(%) | NA | 26.85 | 26.85 | 55.57 | 55.57 | NA | NA | 55.57 | 26.38 | 9.44 | 16.56 | 35.35 | 34.82 | 36.96 | 9.15 | 24.50 | 3.18 | 16.35 | 13.18 | 9.26 | 5.59 | 11.68 | 23.28 | 16.25 | 19.23 | 50.00 | 11.19 | 16.16 | 8.85 | 20.61 | 12.50 | 15.75 |
| Yield(%) | 0.00 | 1.97 | 1.02 | 0.46 | 3.36 | 6.83 | 6.02 | 8.82 | 0.00 | 2.12 | 0.49 | 0.18 | 0.02 | 0.19 | 12.51 | 12.21 | 0.42 | 0.68 | 7.62 | 13.11 | 11.99 | 6.55 | 1.99 | 0.13 | 0.16 | 0.22 | 6.38 | 15.30 | 0.03 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGRX (Vanguard Mid Cap Growth Fun) |
-13.68%
Nov 2020 - Nov 2023 |
-3.77%
Feb 2004 - Feb 2009 |
2.69%
Oct 2013 - Oct 2023 |
3.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGRX (Vanguard Mid Cap Growth Fun) |
29.94%
Feb 2009 - Feb 2012 |
25.33%
Feb 2009 - Feb 2014 |
16.41%
Feb 2009 - Feb 2019 |
11.45%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart