Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) | 8.64% | 17.18% | 16.30% | 7.59% | 11.30% | 11.33% | 9.61% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VO (Vanguard Mid-Cap ETF) | 01/30/2004 | 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 (%) | -0.54 | 17.18 | 16.30 | 7.59 | 11.30 | 11.33 | 9.61 | … | … | 8.64 | 11.62 | 15.31 | 16.03 | -18.73 | 24.70 | 18.10 | 30.99 | -9.24 | 18.78 | 11.25 | -1.35 | 13.76 | 35.05 | 16.20 | -2.07 | 25.68 | 40.46 | -41.56 | 5.53 | 13.92 | 13.95 | 17.52 |
| Sharpe Ratio | NA | 1.16 | 0.88 | 0.29 | 0.51 | NA | NA | … | … | 1.35 | 0.50 | 0.93 | 0.82 | -0.79 | 1.66 | 0.48 | 2.31 | -0.65 | 2.32 | 0.72 | -0.09 | 1.11 | 2.82 | 1.10 | -0.08 | 1.19 | 1.26 | -0.97 | 0.14 | 0.84 | 0.97 | 1.48 |
| Standard Deviation(%) | NA | 12.52 | 14.74 | 17.61 | 19.03 | NA | NA | … | … | 13.99 | 17.59 | 12.55 | 15.23 | 25.66 | 14.91 | 36.96 | 12.79 | 16.29 | 7.84 | 15.28 | 15.86 | 12.37 | 12.41 | 14.81 | 27.11 | 21.56 | 32.09 | 43.56 | 16.70 | 12.62 | 12.02 | 12.28 |
| Draw Down(%) | NA | 8.17 | 19.02 | 27.57 | 39.37 | NA | NA | … | … | 8.17 | 17.41 | 7.35 | 13.96 | 26.01 | 7.76 | 39.37 | 6.44 | 21.22 | 3.51 | 13.49 | 13.10 | 9.48 | 6.82 | 11.89 | 24.63 | 16.76 | 27.43 | 55.70 | 12.34 | 11.58 | 7.96 | 10.06 |
| Yield(%) | 0.00 | 1.59 | 1.94 | 1.57 | 2.42 | 3.19 | 3.12 | … | … | 0.37 | 1.68 | 1.70 | 1.74 | 1.29 | 1.40 | 1.68 | 1.92 | 1.61 | 1.09 | 1.60 | 1.43 | 1.47 | 1.54 | 1.58 | 1.31 | 1.45 | 1.65 | 1.25 | 1.43 | 1.47 | 1.32 | 1.29 |
Data as of 06/05/2026, Common starting date is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) |
-17.28%
Feb 2006 – Feb 2009 |
-5.04%
Feb 2004 – Feb 2009 |
6.49%
Jan 2006 – Jan 2016 |
7.24%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) |
31.69%
Feb 2009 – Feb 2012 |
27.23%
Feb 2009 – Feb 2014 |
17.44%
Feb 2009 – Feb 2019 |
15.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart