BGRWX vs. VFIFX
Compare and contrast key facts about Barrett Growth Fund (BGRWX) and Vanguard Target Retirement 2050 Fund (VFIFX).
BGRWX is managed by Barrett. It was launched on Dec 29, 1998. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRWX or VFIFX.
Key characteristics
| BGRWX | VFIFX | |
|---|---|---|
| YTD Return | 12.72% | 5.97% |
| 1Y Return | 35.28% | 18.47% |
| 3Y Return (Ann) | 8.41% | 3.71% |
| 5Y Return (Ann) | 14.69% | 9.63% |
| 10Y Return (Ann) | 13.03% | 8.45% |
| Sharpe Ratio | 2.94 | 1.82 |
| Daily Std Dev | 12.83% | 11.03% |
| Max Drawdown | -57.15% | -51.68% |
| Current Drawdown | -0.54% | -0.65% |
Correlation
The correlation between BGRWX and VFIFX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGRWX vs. VFIFX - Performance Comparison
In the year-to-date period, BGRWX achieves a 12.72% return, which is significantly higher than VFIFX's 5.97% return. Over the past 10 years, BGRWX has outperformed VFIFX with an annualized return of 13.03%, while VFIFX has yielded a comparatively lower 8.45% 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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BGRWX vs. VFIFX - Expense Ratio Comparison
BGRWX has a 1.25% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
BGRWX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrett Growth Fund (BGRWX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
BGRWX vs. VFIFX - Dividend Comparison
BGRWX's dividend yield for the trailing twelve months is around 2.67%, more than VFIFX's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRWX Barrett Growth Fund | 2.67% | 3.01% | 22.03% | 11.98% | 6.78% | 2.43% | 3.49% | 4.79% | 0.10% | 0.15% | 0.21% | 0.39% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.09% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% | 1.84% |
Drawdowns
BGRWX vs. VFIFX - Drawdown Comparison
The maximum BGRWX drawdown since its inception was -57.15%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BGRWX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
BGRWX vs. VFIFX - Volatility Comparison
Barrett Growth Fund (BGRWX) has a higher volatility of 4.11% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 3.63%. This indicates that BGRWX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.