Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) | 11.33% | 24.85% | 18.07% | 11.43% | 11.68% | 12.27% | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) | 11/16/2006 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 24.85 | 18.07 | 11.43 | 11.68 | 12.27 | NA | … | … | 11.33 | 15.42 | 17.60 | 6.57 | -0.43 | 26.20 | 1.15 | 24.06 | -5.92 | 16.42 | 17.04 | 0.28 | 13.54 | 30.08 | 12.69 | 10.55 | 14.22 | 17.19 | -31.92 | 1.37 | 2.83 |
| Sharpe Ratio | NA | 2.18 | 1.22 | 0.62 | 0.62 | NA | NA | … | … | 2.22 | 0.82 | 1.29 | 0.24 | -0.10 | 2.07 | 0.03 | 2.03 | -0.49 | 2.54 | 1.39 | 0.02 | 1.32 | 2.91 | 1.19 | 0.55 | 0.88 | 0.59 | -0.86 | -0.12 | 3.15 |
| Standard Deviation(%) | NA | 10.36 | 12.55 | 13.97 | 16.38 | NA | NA | … | … | 11.19 | 15.35 | 10.85 | 12.22 | 18.37 | 12.66 | 34.35 | 11.11 | 15.03 | 6.23 | 12.08 | 14.98 | 10.21 | 10.33 | 10.75 | 19.18 | 16.14 | 29.14 | 38.10 | 14.49 | 7.54 |
| Draw Down(%) | NA | 6.69 | 14.46 | 15.84 | 35.21 | NA | NA | … | … | 6.69 | 14.46 | 5.98 | 9.89 | 15.84 | 4.91 | 35.21 | 6.31 | 16.25 | 3.14 | 7.85 | 12.99 | 6.70 | 5.01 | 7.18 | 15.08 | 13.86 | 33.30 | 42.81 | 10.47 | 1.31 |
| Yield(%) | 0.00 | 2.69 | 3.37 | 3.18 | 4.23 | 5.88 | 4.42 | … | … | 0.60 | 2.75 | 3.11 | 3.22 | 2.89 | 3.42 | 3.09 | 3.64 | 3.08 | 3.15 | 3.34 | 3.13 | 3.09 | 3.46 | 3.49 | 3.12 | 2.83 | 3.40 | 2.86 | 2.62 | 0.35 |
Data as of 06/09/2026, Common starting date is 11/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) |
-10.35%
Jun 2007 – Jun 2010 |
-0.50%
May 2007 – May 2012 |
6.73%
May 2007 – May 2017 |
7.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYM (Vanguard High Dividend Yield Index ETF) |
27.38%
Feb 2009 – Feb 2012 |
23.48%
Feb 2009 – Feb 2014 |
16.58%
Feb 2009 – Feb 2019 |
14.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart