Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) | -0.32% | 5.29% | 9.12% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) | 11/09/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 5.29 | 9.12 | NA | NA | NA | NA | … | … | -0.32 | 8.52 | 10.69 | 10.42 | -3.88 | 3.62 |
| Sharpe Ratio | NA | 0.26 | 0.50 | NA | NA | NA | NA | … | … | -0.28 | 0.38 | 0.77 | 0.66 | -0.28 | 2.04 |
| Standard Deviation(%) | NA | 10.21 | 11.64 | NA | NA | NA | NA | … | … | 11.62 | 14.78 | 9.22 | 10.30 | 18.83 | 13.81 |
| Draw Down(%) | NA | 11.07 | 14.73 | NA | NA | NA | NA | … | … | 11.07 | 12.87 | 5.21 | 7.75 | 15.75 | 4.80 |
| Yield(%) | 0.00 | 1.09 | 1.65 | 1.19 | 0.60 | 0.40 | 0.30 | … | … | 0.00 | 1.12 | 2.14 | 1.37 | 0.81 | 0.17 |
Data as of 06/05/2026, Common starting date is 11/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) |
5.51%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADGX (Vanguard Advice Select Dividend Growth Fund) |
13.58%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart