CHASX vs. VUG

In the year-to-date period, CHASX achieves a -1.96% return, which is significantly lower than VUG's 1.01% return. Over the past 10 years, CHASX has underperformed VUG with an annualized return of 11.41%, while VUG has yielded a comparatively higher 15.32% annualized return.

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CHASX has a 1.14% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and Vanguard Growth ETF (VUG). 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 CHASX Sharpe Ratio is 0.42, which is lower than the VUG Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of CHASX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHASX's dividend yield for the trailing twelve months is around 20.60%, more than VUG's 0.47% yield.

The maximum CHASX drawdown since its inception was -45.94%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for CHASX and VUG.

The current volatility for Chase Growth Fund (CHASX) is 4.33%, while Vanguard Growth ETF (VUG) has a volatility of 5.77%. This indicates that CHASX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.