CHCGX vs. VTMGX
Compare and contrast key facts about Chesapeake Growth Fund (CHCGX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX).
CHCGX is managed by Chesapeake. It was launched on Sep 29, 1997. VTMGX is managed by Vanguard. It was launched on Aug 17, 1999.
Performance
CHCGX vs. VTMGX - Performance Comparison
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CHCGX vs. VTMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCGX Chesapeake Growth Fund | -8.39% | 16.21% | 10.98% | 24.70% | -28.72% | 15.48% | 24.23% | 27.99% | -1.74% | 23.65% |
VTMGX Vanguard Developed Markets Index Fund Admiral Shares | 2.46% | 35.17% | 3.03% | 17.65% | -15.33% | 11.39% | 10.25% | 22.04% | -14.48% | 26.39% |
Returns By Period
In the year-to-date period, CHCGX achieves a -8.39% return, which is significantly lower than VTMGX's 2.46% return. Both investments have delivered pretty close results over the past 10 years, with CHCGX having a 9.65% annualized return and VTMGX not far behind at 9.31%.
CHCGX
- 1D
- 3.65%
- 1M
- -5.11%
- YTD
- -8.39%
- 6M
- -5.88%
- 1Y
- 12.95%
- 3Y*
- 11.13%
- 5Y*
- 3.12%
- 10Y*
- 9.65%
VTMGX
- 1D
- 2.96%
- 1M
- -7.62%
- YTD
- 2.46%
- 6M
- 7.79%
- 1Y
- 29.28%
- 3Y*
- 15.95%
- 5Y*
- 8.51%
- 10Y*
- 9.31%
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CHCGX vs. VTMGX - Expense Ratio Comparison
CHCGX has a 1.67% expense ratio, which is higher than VTMGX's 0.07% expense ratio.
Return for Risk
CHCGX vs. VTMGX — Risk / Return Rank
CHCGX
VTMGX
CHCGX vs. VTMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chesapeake Growth Fund (CHCGX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX). 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.
| CHCGX | VTMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.79 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.35 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.35 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.44 | -1.43 |
Martin ratioReturn relative to average drawdown | 3.86 | 9.56 | -5.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHCGX | VTMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.79 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.55 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.29 | +0.08 |
Correlation
The correlation between CHCGX and VTMGX is 0.70, 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.
Dividends
CHCGX vs. VTMGX - Dividend Comparison
CHCGX's dividend yield for the trailing twelve months is around 8.36%, more than VTMGX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCGX Chesapeake Growth Fund | 8.36% | 7.65% | 1.51% | 0.00% | 0.00% | 5.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTMGX Vanguard Developed Markets Index Fund Admiral Shares | 2.92% | 3.20% | 3.34% | 3.14% | 2.88% | 3.14% | 2.02% | 3.03% | 3.33% | 2.77% | 3.06% | 2.91% |
Drawdowns
CHCGX vs. VTMGX - Drawdown Comparison
The maximum CHCGX drawdown since its inception was -60.09%, roughly equal to the maximum VTMGX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for CHCGX and VTMGX.
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Drawdown Indicators
| CHCGX | VTMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.09% | -60.58% | +0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -11.67% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -29.71% | -3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -33.28% | -35.68% | +2.40% |
Current DrawdownCurrent decline from peak | -10.28% | -9.01% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -14.50% | -14.74% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 2.97% | +0.53% |
Volatility
CHCGX vs. VTMGX - Volatility Comparison
The current volatility for Chesapeake Growth Fund (CHCGX) is 6.18%, while Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) has a volatility of 7.83%. This indicates that CHCGX experiences smaller price fluctuations and is considered to be less risky than VTMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHCGX | VTMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 7.83% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 11.28% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 16.68% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 15.65% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 16.45% | +2.31% |