BALL vs. VWUSX
Compare and contrast key facts about Ball Corporation (BALL) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BALL or VWUSX.
Key characteristics
BALL | VWUSX | |
---|---|---|
YTD Return | 22.47% | 12.66% |
1Y Return | 28.61% | 37.30% |
3Y Return (Ann) | -6.35% | 4.32% |
5Y Return (Ann) | 3.41% | 14.77% |
10Y Return (Ann) | 9.85% | 14.29% |
Sharpe Ratio | 0.98 | 2.20 |
Daily Std Dev | 28.44% | 17.85% |
Max Drawdown | -55.08% | -71.26% |
Current Drawdown | -25.84% | -8.05% |
Correlation
The correlation between BALL and VWUSX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BALL vs. VWUSX - Performance Comparison
In the year-to-date period, BALL achieves a 22.47% return, which is significantly higher than VWUSX's 12.66% return. Over the past 10 years, BALL has underperformed VWUSX with an annualized return of 9.85%, while VWUSX has yielded a comparatively higher 14.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BALL vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ball Corporation (BALL) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.
Dividends
BALL vs. VWUSX - Dividend Comparison
BALL's dividend yield for the trailing twelve months is around 1.14%, more than VWUSX's 0.25% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Ball Corporation | 1.14% | 1.39% | 1.56% | 0.73% | 0.64% | 0.85% | 0.87% | 0.96% | 0.69% | 0.71% | 0.76% | 1.01% |
Vanguard U.S. Growth Fund Investor Shares | 0.25% | 0.28% | 0.37% | 13.39% | 3.90% | 4.05% | 9.65% | 5.03% | 1.52% | 8.95% | 8.28% | 0.39% |
Drawdowns
BALL vs. VWUSX - Drawdown Comparison
The maximum BALL drawdown since its inception was -55.08%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for BALL and VWUSX. For additional features, visit the drawdowns tool.
Volatility
BALL vs. VWUSX - Volatility Comparison
Ball Corporation (BALL) has a higher volatility of 7.40% compared to Vanguard U.S. Growth Fund Investor Shares (VWUSX) at 5.66%. This indicates that BALL's price experiences larger fluctuations and is considered to be riskier than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.