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 |
|---|---|---|---|---|---|---|---|---|
| VTV (Vanguard Value ETF) | -3.57% | 6.87% | 5.77% | 14.14% | 9.43% | 10.63% | 8.63% | 8.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTV (Vanguard Value 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 (%) | 6.23 | 6.87 | 5.77 | 14.14 | 9.43 | 10.63 | 8.63 | 8.70 | -3.57 | 15.95 | 9.32 | -2.09 | 26.53 | 2.33 | 25.66 | -5.47 | 17.14 | 17.10 | -0.97 | 13.17 | 33.10 | 15.19 | 1.11 | 14.54 | 19.86 | -35.87 | -0.11 | 22.37 | 7.22 | 13.85 |
| Sharpe Ratio | NA | -16.77 | 7.21 | 68.26 | 44.92 | NA | NA | 38.54 | -78.04 | 89.93 | 43.18 | -18.62 | 208.33 | 5.90 | 211.75 | -43.53 | 236.52 | 127.72 | -6.49 | 122.57 | 298.58 | 121.60 | 4.52 | 78.97 | 63.82 | -87.77 | -18.02 | 203.02 | 48.98 | 136.98 |
| Standard Deviation(%) | NA | 15.21 | 15.09 | 15.81 | 17.16 | NA | NA | 18.93 | 22.98 | 10.41 | 11.83 | 18.70 | 12.73 | 35.43 | 11.45 | 15.65 | 7.01 | 13.23 | 15.46 | 10.73 | 11.07 | 12.55 | 23.78 | 18.30 | 30.97 | 41.79 | 17.28 | 9.45 | 10.31 | 10.34 |
| Draw Down(%) | NA | 15.02 | 17.04 | 17.04 | 36.78 | NA | NA | 59.26 | 14.25 | 7.45 | 9.87 | 17.04 | 5.39 | 36.78 | 6.50 | 17.36 | 4.04 | 9.63 | 12.98 | 7.62 | 4.96 | 9.92 | 21.01 | 15.39 | 32.27 | 47.76 | 12.95 | 6.90 | 6.58 | 7.29 |
| Yield(%) | 0.00 | 1.87 | 2.33 | 3.48 | 3.44 | 4.75 | 4.31 | 4.53 | 0.00 | 2.60 | 2.62 | 2.39 | 2.69 | 2.52 | 3.06 | 2.50 | 2.60 | 2.82 | 2.51 | 2.47 | 2.80 | 3.02 | 2.60 | 2.59 | 3.21 | 2.65 | 2.68 | 2.72 | 2.73 | 2.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTV (Vanguard Value ETF) |
-16.62%
Feb 2006 - Feb 2009 |
-6.44%
Feb 2004 - Feb 2009 |
5.42%
May 2007 - May 2017 |
6.18%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTV (Vanguard Value ETF) |
24.75%
Feb 2009 - Feb 2012 |
22.63%
Feb 2009 - Feb 2014 |
16.04%
Feb 2009 - Feb 2019 |
14.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart