Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VOO (Vanguard S&P 500 ETF) | 8.45% | 25.87% | 21.61% | 13.41% | 15.25% | 14.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOO (Vanguard S&P 500 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 (%) | -2.51 | 25.87 | 21.61 | 13.41 | 15.25 | 14.41 | NA | … | … | 8.45 | 17.82 | 24.98 | 26.33 | -18.18 | 28.79 | 18.32 | 31.37 | -4.50 | 21.77 | 12.17 | 1.33 | 13.56 | 32.39 | 16.00 | 1.89 | 14.77 |
| Sharpe Ratio | NA | 1.92 | 1.25 | 0.64 | 0.76 | NA | NA | … | … | 1.33 | 0.81 | 1.69 | 1.76 | -0.81 | 2.22 | 0.52 | 2.40 | -0.35 | 3.19 | 0.91 | 0.08 | 1.20 | 2.90 | 1.26 | 0.08 | 4.60 |
| Standard Deviation(%) | NA | 12.12 | 14.73 | 16.83 | 18.07 | NA | NA | … | … | 13.78 | 18.43 | 12.60 | 13.02 | 24.19 | 12.94 | 34.65 | 12.47 | 17.08 | 6.66 | 13.10 | 15.56 | 11.28 | 11.15 | 12.75 | 22.99 | 11.97 |
| Draw Down(%) | NA | 8.90 | 18.69 | 24.52 | 33.99 | NA | NA | … | … | 8.90 | 18.69 | 8.45 | 9.97 | 24.52 | 5.09 | 33.99 | 6.64 | 19.48 | 2.58 | 10.29 | 12.00 | 7.30 | 5.57 | 9.65 | 18.75 | 3.74 |
| Yield(%) | 0.00 | 1.31 | 1.74 | 1.66 | 2.91 | 4.11 | 3.67 | … | … | 0.30 | 1.32 | 1.54 | 1.82 | 1.35 | 1.60 | 1.78 | 2.42 | 1.92 | 2.11 | 2.25 | 2.09 | 2.08 | 2.33 | 2.43 | 2.04 | 1.07 |
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 |
|---|---|---|---|---|
| VOO (Vanguard S&P 500 ETF) |
5.09%
Mar 2017 – Mar 2020 |
6.71%
Mar 2015 – Mar 2020 |
11.14%
Oct 2013 – Oct 2023 |
13.25%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOO (Vanguard S&P 500 ETF) |
26.03%
Dec 2018 – Dec 2021 |
18.88%
Oct 2016 – Oct 2021 |
16.58%
Sep 2011 – Sep 2021 |
14.52%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart