Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) | -6.76% | 5.44% | 3.67% | 13.40% | 8.17% | 10.52% | 9.41% | 9.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VO (Vanguard Mid-Cap ETF) | 01/30/2004 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 01/30/2004.
AR inception is since 01/30/2004.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.76 | 5.44 | 3.67 | 13.40 | 8.17 | 10.52 | 9.41 | 9.51 | -6.76 | 15.73 | 16.03 | -18.73 | 24.70 | 18.10 | 30.99 | -9.24 | 18.78 | 11.25 | -1.35 | 13.76 | 35.05 | 16.20 | -2.07 | 25.68 | 40.46 | -41.56 | 5.53 | 13.92 | 13.95 | 17.52 |
| Sharpe Ratio | NA | -27.62 | -6.08 | 52.39 | 33.08 | NA | NA | 38.88 | -106.40 | 72.71 | 78.04 | -78.66 | 165.52 | 48.14 | 231.28 | -65.03 | 232.64 | 72.30 | -8.68 | 111.08 | 282.25 | 109.99 | -7.75 | 118.71 | 125.78 | -97.23 | 15.27 | 84.75 | 98.03 | 148.13 |
| Standard Deviation(%) | NA | 17.67 | 19.12 | 19.12 | 19.33 | NA | NA | 20.82 | 26.49 | 12.57 | 15.23 | 25.66 | 14.91 | 36.96 | 12.79 | 16.29 | 7.84 | 15.28 | 15.86 | 12.37 | 12.41 | 14.81 | 27.11 | 21.56 | 32.09 | 43.56 | 16.70 | 12.62 | 12.02 | 12.28 |
| Draw Down(%) | NA | 19.38 | 20.87 | 27.57 | 39.37 | NA | NA | 58.88 | 17.78 | 7.35 | 13.96 | 26.01 | 7.76 | 39.37 | 6.44 | 21.22 | 3.51 | 13.49 | 13.10 | 9.48 | 6.82 | 11.89 | 24.63 | 16.76 | 27.43 | 55.70 | 12.34 | 11.58 | 7.96 | 10.06 |
| Yield(%) | 0.00 | 1.65 | 1.57 | 2.37 | 2.12 | 3.30 | 3.50 | 3.74 | 0.00 | 2.11 | 1.74 | 1.29 | 1.40 | 1.68 | 1.92 | 1.61 | 1.09 | 1.60 | 1.43 | 1.47 | 1.54 | 1.58 | 1.31 | 1.45 | 1.65 | 1.25 | 1.43 | 1.47 | 1.32 | 1.29 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) |
-17.28%
Feb 2006 - Feb 2009 |
-5.04%
Feb 2004 - Feb 2009 |
6.49%
Jan 2006 - Jan 2016 |
7.24%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) |
31.69%
Feb 2009 - Feb 2012 |
27.23%
Feb 2009 - Feb 2014 |
17.44%
Feb 2009 - Feb 2019 |
15.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart