Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) | 5.91% | 18.00% | 14.55% | 10.49% | 11.61% | 11.67% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 06/10/2026 |
| 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 (%) | -0.97 | 18.00 | 14.55 | 10.49 | 11.61 | 11.67 | NA | … | … | 5.91 | 13.14 | 12.22 | 22.14 | -5.33 | 24.80 | 1.23 | 31.81 | -9.02 | 15.28 | 16.54 | -3.15 | 12.36 | 31.98 | 17.74 | -0.55 | 12.61 |
| Sharpe Ratio | NA | 1.85 | 0.98 | 0.55 | 0.59 | NA | NA | … | … | 1.30 | 0.66 | 0.84 | 1.38 | -0.35 | 1.89 | 0.03 | 2.39 | -0.69 | 2.03 | 1.19 | -0.20 | 1.15 | 2.83 | 1.30 | -0.02 | 3.74 |
| Standard Deviation(%) | NA | 9.93 | 12.54 | 14.45 | 17.14 | NA | NA | … | … | 10.70 | 15.64 | 10.20 | 13.48 | 19.33 | 13.12 | 35.84 | 12.72 | 15.21 | 7.24 | 13.71 | 15.61 | 10.77 | 11.29 | 13.70 | 24.75 | 12.48 |
| Draw Down(%) | NA | 6.67 | 17.53 | 18.00 | 37.05 | NA | NA | … | … | 6.67 | 14.97 | 7.49 | 10.94 | 18.00 | 5.75 | 37.05 | 7.69 | 19.26 | 4.43 | 9.66 | 13.68 | 7.24 | 5.17 | 11.28 | 22.13 | 4.15 |
| Yield(%) | 0.00 | 1.48 | 2.15 | 2.17 | 3.16 | 3.90 | 3.35 | … | … | 0.00 | 1.98 | 2.32 | 2.03 | 2.03 | 2.34 | 2.41 | 2.70 | 2.41 | 2.44 | 1.97 | 2.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) |
-0.03%
Mar 2017 – Mar 2020 |
3.23%
Mar 2015 – Mar 2020 |
8.83%
Oct 2013 – Oct 2023 |
10.84%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSPVX (VANGUARD S&P 500 VALUE INDEX FUND INSTITUTIONAL SHARES) |
23.47%
Sep 2011 – Sep 2014 |
17.11%
Mar 2020 – Mar 2025 |
13.63%
Sep 2011 – Sep 2021 |
11.93%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart