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 |
|---|---|---|---|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) | -3.80% | 8.70% | 5.96% | 13.61% | 9.14% | 10.95% | NA | 8.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) | 11/16/2006 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/16/2006.
AR inception is since 11/16/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.24 | 8.70 | 5.96 | 13.61 | 9.14 | 10.95 | NA | 8.40 | -3.80 | 17.60 | 6.57 | -0.43 | 26.20 | 1.15 | 24.06 | -5.92 | 16.42 | 17.04 | 0.28 | 13.54 | 30.08 | 12.69 | 10.55 | 14.22 | 17.19 | -31.92 | 1.37 | 2.83 |
| Sharpe Ratio | NA | -4.29 | 8.92 | 65.39 | 44.35 | NA | NA | 37.87 | -78.43 | 101.40 | 19.14 | -9.93 | 206.73 | 2.65 | 203.90 | -48.32 | 254.60 | 139.33 | 1.68 | 132.49 | 290.74 | 118.59 | 54.84 | 87.58 | 58.66 | -85.92 | -11.26 | 319.76 |
| Standard Deviation(%) | NA | 15.61 | 15.26 | 15.78 | 16.74 | NA | NA | 18.55 | 23.32 | 10.85 | 12.22 | 18.37 | 12.66 | 34.35 | 11.11 | 15.03 | 6.23 | 12.08 | 14.98 | 10.21 | 10.33 | 10.75 | 19.18 | 16.14 | 29.14 | 38.10 | 14.49 | 7.54 |
| Draw Down(%) | NA | 14.46 | 15.84 | 15.84 | 35.21 | NA | NA | 56.98 | 14.46 | 5.98 | 9.89 | 15.84 | 4.91 | 35.21 | 6.31 | 16.25 | 3.14 | 7.85 | 12.99 | 6.70 | 5.01 | 7.18 | 15.08 | 13.86 | 33.30 | 42.81 | 10.47 | 1.31 |
| Yield(%) | 0.00 | 3.19 | 3.09 | 4.39 | 4.15 | 6.01 | 4.08 | 4.53 | 0.67 | 3.11 | 3.22 | 2.89 | 3.42 | 3.09 | 3.64 | 3.08 | 3.15 | 3.34 | 3.13 | 3.09 | 3.46 | 3.49 | 3.12 | 2.83 | 3.40 | 2.86 | 2.62 | 0.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) |
-10.35%
Jun 2007 - Jun 2010 |
-0.50%
May 2007 - May 2012 |
6.73%
May 2007 - May 2017 |
7.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) |
27.38%
Feb 2009 - Feb 2012 |
23.48%
Feb 2009 - Feb 2014 |
16.58%
Feb 2009 - Feb 2019 |
14.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart