CCASX vs. VSIAX

In the year-to-date period, CCASX achieves a -8.64% return, which is significantly lower than VSIAX's -5.75% return. Both investments have delivered pretty close results over the past 10 years, with CCASX having a 7.57% annualized return and VSIAX not far ahead at 7.73%.

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CCASX has a 1.10% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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.

The current CCASX Sharpe Ratio is -0.01, which is lower than the VSIAX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of CCASX and VSIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CCASX has not paid dividends to shareholders, while VSIAX's dividend yield for the trailing twelve months is around 2.27%.

The maximum CCASX drawdown since its inception was -49.30%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for CCASX and VSIAX. For additional features, visit the drawdowns tool.

The current volatility for Conestoga Small Cap (CCASX) is 6.56%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 7.07%. This indicates that CCASX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.