EGFIX vs. V
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Visa Inc. (V).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGFIX or V.
Key characteristics
| EGFIX | V | |
|---|---|---|
| YTD Return | 21.67% | 18.93% |
| 1Y Return | 38.67% | 28.14% |
| 3Y Return (Ann) | -6.85% | 13.90% |
| 5Y Return (Ann) | 8.23% | 12.27% |
| 10Y Return (Ann) | 9.53% | 18.16% |
| Sharpe Ratio | 2.18 | 1.63 |
| Sortino Ratio | 2.96 | 2.18 |
| Omega Ratio | 1.38 | 1.31 |
| Calmar Ratio | 0.87 | 2.16 |
| Martin Ratio | 11.64 | 5.50 |
| Ulcer Index | 3.20% | 4.90% |
| Daily Std Dev | 17.04% | 16.53% |
| Max Drawdown | -54.64% | -51.90% |
| Current Drawdown | -20.87% | 0.00% |
Correlation
The correlation between EGFIX and V is 0.66, 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
EGFIX vs. V - Performance Comparison
In the year-to-date period, EGFIX achieves a 21.67% return, which is significantly higher than V's 18.93% return. Over the past 10 years, EGFIX has underperformed V with an annualized return of 9.53%, while V has yielded a comparatively higher 18.16% 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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Risk-Adjusted Performance
EGFIX vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Visa Inc. (V). 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
EGFIX vs. V - Dividend Comparison
EGFIX has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.51%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
V Visa Inc. | 0.51% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
EGFIX vs. V - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -54.64%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for EGFIX and V. For additional features, visit the drawdowns tool.
Volatility
EGFIX vs. V - Volatility Comparison
The current volatility for Edgewood Growth Fund (EGFIX) is 4.87%, while Visa Inc. (V) has a volatility of 6.59%. This indicates that EGFIX experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.