Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 10.85% | 25.07% | 18.47% | 11.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) | 02/08/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 25.07 | 18.47 | 11.19 | NA | NA | NA | … | … | 10.85 | 15.39 | 17.60 | 6.49 | -0.45 | 26.11 | 1.12 | 16.54 |
| Sharpe Ratio | NA | 2.16 | 1.21 | 0.61 | NA | NA | NA | … | … | 2.19 | 0.82 | 1.28 | 0.23 | -0.10 | 2.04 | 0.02 | 1.59 |
| Standard Deviation(%) | NA | 10.36 | 12.55 | 14.01 | NA | NA | NA | … | … | 11.27 | 15.33 | 10.89 | 12.21 | 18.44 | 12.76 | 34.79 | 10.89 |
| Draw Down(%) | NA | 6.75 | 14.42 | 15.87 | NA | NA | NA | … | … | 6.75 | 14.42 | 5.91 | 9.87 | 15.87 | 4.93 | 35.11 | 6.40 |
| Yield(%) | 0.00 | 2.69 | 3.39 | 3.14 | 2.80 | 1.87 | 1.40 | … | … | 0.59 | 2.73 | 3.09 | 3.20 | 2.87 | 3.40 | 3.07 | 3.39 |
Data as of 06/05/2026, Common starting date is 02/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) |
5.51%
Sep 2019 – Sep 2022 |
9.09%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHYAX (Vanguard High Dividend Yield Index Fund Admiral) |
19.58%
May 2023 – May 2026 |
16.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart