Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSDM | 1.33% | 4.69% | NA | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/21/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSDM | 11/21/2024 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 4.69 | NA | NA | NA | NA | NA | … | … | 1.33 | 5.39 | -0.15 |
| Sharpe Ratio | NA | 1.44 | NA | NA | NA | NA | NA | … | … | 0.17 | 1.20 | -2.59 |
| Standard Deviation(%) | NA | 1.36 | NA | NA | NA | NA | NA | … | … | 1.57 | 2.10 | 1.80 |
| Draw Down(%) | NA | 1.46 | NA | NA | NA | NA | NA | … | … | 1.46 | 1.82 | 0.95 |
| Yield(%) | 0.00 | 3.15 | 1.59 | 0.95 | 0.48 | 0.32 | 0.24 | … | … | 1.29 | 3.12 | 0.35 |
Data as of 06/16/2026, Common starting date is 11/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSDM (VSDM) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSDM (VSDM) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart