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^VIX vs. MGK
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^VIX and MGK is -0.74. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.7

Performance

^VIX vs. MGK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBOE Volatility Index (^VIX) and Vanguard Mega Cap Growth ETF (MGK). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
81.40%
10.21%
^VIX
MGK

Key characteristics

Sharpe Ratio

^VIX:

0.57

MGK:

1.88

Sortino Ratio

^VIX:

2.17

MGK:

2.46

Omega Ratio

^VIX:

1.26

MGK:

1.34

Calmar Ratio

^VIX:

0.96

MGK:

2.45

Martin Ratio

^VIX:

2.15

MGK:

9.28

Ulcer Index

^VIX:

38.41%

MGK:

3.58%

Daily Std Dev

^VIX:

142.23%

MGK:

17.74%

Max Drawdown

^VIX:

-88.70%

MGK:

-48.36%

Current Drawdown

^VIX:

-70.87%

MGK:

-3.46%

Returns By Period

In the year-to-date period, ^VIX achieves a 93.49% return, which is significantly higher than MGK's 33.56% return. Over the past 10 years, ^VIX has underperformed MGK with an annualized return of 4.52%, while MGK has yielded a comparatively higher 16.55% annualized return.


^VIX

YTD

93.49%

1M

47.34%

6M

81.40%

1Y

76.23%

5Y*

13.50%

10Y*

4.52%

MGK

YTD

33.56%

1M

2.87%

6M

10.21%

1Y

35.01%

5Y*

19.72%

10Y*

16.55%

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Risk-Adjusted Performance

^VIX vs. MGK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBOE Volatility Index (^VIX) and Vanguard Mega Cap Growth ETF (MGK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for ^VIX, currently valued at 0.57, compared to the broader market-1.000.001.002.000.572.05
The chart of Sortino ratio for ^VIX, currently valued at 2.17, compared to the broader market-1.000.001.002.003.002.172.66
The chart of Omega ratio for ^VIX, currently valued at 1.26, compared to the broader market0.800.901.001.101.201.301.401.261.38
The chart of Calmar ratio for ^VIX, currently valued at 0.96, compared to the broader market0.001.002.003.004.000.962.65
The chart of Martin ratio for ^VIX, currently valued at 2.15, compared to the broader market0.005.0010.0015.002.1510.05
^VIX
MGK

The current ^VIX Sharpe Ratio is 0.57, which is lower than the MGK Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of ^VIX and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.57
2.05
^VIX
MGK

Drawdowns

^VIX vs. MGK - Drawdown Comparison

The maximum ^VIX drawdown since its inception was -88.70%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for ^VIX and MGK. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-70.87%
-3.46%
^VIX
MGK

Volatility

^VIX vs. MGK - Volatility Comparison

CBOE Volatility Index (^VIX) has a higher volatility of 61.67% compared to Vanguard Mega Cap Growth ETF (MGK) at 4.85%. This indicates that ^VIX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
61.67%
4.85%
^VIX
MGK
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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