Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) | 12.35% | 26.97% | 18.75% | 11.82% | 12.68% | 12.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) | 12/21/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 26.97 | 18.75 | 11.82 | 12.68 | 12.40 | NA | … | … | 12.35 | 15.45 | 16.94 | 9.16 | -1.21 | 25.93 | 2.50 | 25.55 | -4.10 | 16.85 | 16.76 | -0.20 | 12.18 | 32.18 | 15.01 | 1.37 | 13.13 | 15.73 | -35.64 | -0.93 |
| Sharpe Ratio | NA | 2.44 | 1.29 | 0.68 | 0.68 | NA | NA | … | … | 2.59 | 0.85 | 1.30 | 0.48 | -0.14 | 2.11 | 0.07 | 2.11 | -0.35 | 2.32 | 1.28 | -0.01 | 1.14 | 2.93 | 1.21 | 0.06 | 0.74 | 0.52 | -0.88 | NA |
| Standard Deviation(%) | NA | 9.96 | 12.00 | 13.58 | 16.38 | NA | NA | … | … | 11.11 | 14.84 | 10.22 | 11.46 | 18.30 | 12.26 | 34.49 | 11.41 | 15.87 | 7.00 | 12.94 | 15.33 | 10.71 | 10.98 | 12.47 | 23.20 | 17.70 | 30.22 | 41.27 | NA |
| Draw Down(%) | NA | 6.42 | 13.18 | 16.53 | 35.41 | NA | NA | … | … | 6.42 | 13.18 | 7.06 | 9.08 | 16.53 | 5.01 | 35.41 | 6.55 | 16.63 | 4.06 | 9.13 | 12.88 | 7.68 | 4.93 | 9.44 | 20.35 | 15.16 | 32.77 | 47.42 | NA |
| Yield(%) | 0.00 | 2.36 | 2.86 | 2.68 | 3.82 | 4.97 | 3.26 | … | … | 0.56 | 2.31 | 2.62 | 2.64 | 2.35 | 2.70 | 2.44 | 3.28 | 2.46 | 2.65 | 2.91 | 2.52 | 1.78 | 2.88 | 3.08 | 2.68 | 2.56 | 3.28 | 2.15 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) |
-2.95%
Jan 2008 – Jan 2011 |
1.91%
Jan 2008 – Jan 2013 |
7.52%
Apr 2008 – Apr 2018 |
8.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGV (Vanguard Mega Cap Value ETF) |
23.39%
Feb 2009 – Feb 2012 |
21.63%
Feb 2009 – Feb 2014 |
15.62%
Feb 2009 – Feb 2019 |
14.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart