EGFIX vs. VTI

In the year-to-date period, EGFIX achieves a 3.11% return, which is significantly lower than VTI's 25.60% return. Over the past 10 years, EGFIX has underperformed VTI with an annualized return of 8.19%, while VTI has yielded a comparatively higher 12.55% annualized return.

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EGFIX has a 1.00% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Vanguard Total Stock Market ETF (VTI). 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 EGFIX Sharpe Ratio is 0.14, which is lower than the VTI Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of EGFIX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EGFIX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.25%.

The maximum EGFIX drawdown since its inception was -54.64%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EGFIX and VTI. For additional features, visit the drawdowns tool.

Edgewood Growth Fund (EGFIX) has a higher volatility of 19.69% compared to Vanguard Total Stock Market ETF (VTI) at 3.98%. This indicates that EGFIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.