Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) | 14.75% | 37.05% | 14.92% | 5.48% | 10.03% | 10.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) | 09/09/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 37.05 | 14.92 | 5.48 | 10.03 | 10.80 | NA | … | … | 14.75 | 6.62 | 7.45 | 15.36 | -11.36 | 30.66 | 2.79 | 24.43 | -12.84 | 11.53 | 30.05 | -6.23 | 7.42 | 39.50 | 17.61 | -2.13 | 23.86 |
| Sharpe Ratio | NA | 1.92 | 0.57 | 0.16 | 0.36 | NA | NA | … | … | 2.29 | 0.16 | 0.19 | 0.54 | -0.54 | 1.33 | 0.05 | 1.36 | -0.83 | 0.86 | 1.66 | -0.40 | 0.53 | 3.10 | 0.97 | -0.07 | 6.06 |
| Standard Deviation(%) | NA | 18.36 | 21.37 | 21.94 | 23.97 | NA | NA | … | … | 17.09 | 23.56 | 20.58 | 21.75 | 23.79 | 22.97 | 46.76 | 16.85 | 17.12 | 12.67 | 17.99 | 15.69 | 13.90 | 12.72 | 18.25 | 29.47 | 16.14 |
| Draw Down(%) | NA | 9.33 | 28.44 | 28.44 | 47.36 | NA | NA | … | … | 9.33 | 25.23 | 9.10 | 22.07 | 22.07 | 12.69 | 45.29 | 11.43 | 27.63 | 7.15 | 11.97 | 14.52 | 11.15 | 5.10 | 13.85 | 25.80 | 4.44 |
| Yield(%) | 0.00 | 2.15 | 2.33 | 1.16 | 2.02 | 2.84 | 2.62 | … | … | 0.42 | 1.78 | 1.89 | 1.23 | 1.55 | 2.08 | 1.43 | 1.94 | 1.49 | 1.55 | 1.54 | 1.23 | 1.36 | 1.23 | 1.49 | 1.05 | 0.74 |
Data as of 06/05/2026, Common starting date is 09/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) |
-8.82%
Mar 2017 – Mar 2020 |
-1.87%
Mar 2015 – Mar 2020 |
6.37%
Oct 2013 – Oct 2023 |
9.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOV (Vanguard S&P Small-Cap 600 Value ETF) |
25.28%
Mar 2020 – Mar 2023 |
17.90%
Sep 2011 – Sep 2016 |
14.81%
Sep 2011 – Sep 2021 |
10.44%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart