Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDE (Vanguard Energy ETF) | 29.68% | 45.56% | 17.48% | 20.05% | 9.23% | 5.84% | 6.28% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDE (Vanguard Energy ETF) | 09/29/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 45.56 | 17.48 | 20.05 | 9.23 | 5.84 | 6.28 | … | … | 29.68 | 7.11 | 6.75 | 0.03 | 62.89 | 56.31 | -33.04 | 9.28 | -19.95 | -2.50 | 29.17 | -23.22 | -11.71 | 25.83 | 3.39 | 2.81 | 21.07 | 25.54 | -39.58 | 34.64 | 18.99 | 39.05 | 5.32 |
| Sharpe Ratio | NA | 2.10 | 0.66 | 0.66 | 0.26 | NA | NA | … | … | 3.39 | 0.17 | 0.17 | -0.16 | 1.71 | 1.84 | -0.55 | 0.38 | -0.92 | -0.22 | 1.12 | -0.92 | -0.62 | 1.84 | 0.18 | 0.09 | 0.89 | 0.69 | -0.67 | 1.39 | 0.64 | 1.46 | 1.08 |
| Standard Deviation(%) | NA | 20.43 | 21.71 | 26.50 | 30.11 | NA | NA | … | … | 23.85 | 24.92 | 18.08 | 23.35 | 36.09 | 30.57 | 60.38 | 20.36 | 23.33 | 14.46 | 25.90 | 25.41 | 18.86 | 14.02 | 18.44 | 31.88 | 23.49 | 36.82 | 60.07 | 22.71 | 24.27 | 25.19 | 19.29 |
| Draw Down(%) | NA | 11.80 | 21.41 | 26.58 | 69.30 | NA | NA | … | … | 11.80 | 19.67 | 14.02 | 17.47 | 26.58 | 18.49 | 61.63 | 20.45 | 32.34 | 19.63 | 14.76 | 28.90 | 28.26 | 7.06 | 18.95 | 29.76 | 20.46 | 27.71 | 56.32 | 12.51 | 16.76 | 15.87 | 6.45 |
| Yield(%) | 0.00 | 3.42 | 3.55 | 5.06 | 3.45 | 2.60 | 2.99 | … | … | 0.75 | 3.18 | 3.31 | 3.36 | 5.53 | 6.15 | 3.00 | 3.53 | 2.56 | 2.71 | 2.90 | 2.35 | 0.00 | 2.10 | 1.93 | 1.61 | 1.45 | 1.67 | 1.03 | 1.15 | 1.23 | 1.39 | 0.43 |
Data as of 06/05/2026, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDE (Vanguard Energy ETF) |
-24.13%
Mar 2017 – Mar 2020 |
-16.28%
Mar 2015 – Mar 2020 |
-5.44%
Mar 2010 – Mar 2020 |
-2.25%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDE (Vanguard Energy ETF) |
52.53%
Sep 2020 – Sep 2023 |
32.73%
Mar 2020 – Mar 2025 |
11.07%
Feb 2016 – Feb 2026 |
8.23%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart