CG vs. VIGAX
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or VIGAX.
Correlation
The correlation between CG and VIGAX is 0.53, 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
CG vs. VIGAX - Performance Comparison
Key characteristics
CG:
0.93
VIGAX:
1.85
CG:
1.43
VIGAX:
2.43
CG:
1.18
VIGAX:
1.33
CG:
1.03
VIGAX:
2.51
CG:
3.24
VIGAX:
9.67
CG:
9.97%
VIGAX:
3.36%
CG:
34.73%
VIGAX:
17.55%
CG:
-62.70%
VIGAX:
-50.66%
CG:
-8.19%
VIGAX:
-4.85%
Returns By Period
In the year-to-date period, CG achieves a -0.34% return, which is significantly higher than VIGAX's -0.75% return. Over the past 10 years, CG has underperformed VIGAX with an annualized return of 13.73%, while VIGAX has yielded a comparatively higher 15.93% annualized return.
CG
-0.34%
-5.18%
18.20%
31.93%
13.51%
13.73%
VIGAX
-0.75%
-4.01%
5.68%
30.68%
17.32%
15.93%
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Risk-Adjusted Performance
CG vs. VIGAX — Risk-Adjusted Performance Rank
CG
VIGAX
CG vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
CG vs. VIGAX - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 2.78%, more than VIGAX's 0.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 2.78% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.33% | 0.33% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
CG vs. VIGAX - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for CG and VIGAX. For additional features, visit the drawdowns tool.
Volatility
CG vs. VIGAX - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 10.88% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.99%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.