FPCGX vs. VFFSX

Last updated Aug 1, 2026

FPCGX (Fort Pitt Capital Total Return Fund) and VFFSX (Vanguard 500 Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Their correlation of 0.90 means they have usually moved in the same direction. FPCGX charges 1.00%/yr vs 0.01%/yr for VFFSX.

Performance

FPCGX vs. VFFSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fort Pitt Capital Total Return Fund (FPCGX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FPCGX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

VFFSX

• 1D: 1.66%
• 1M: -0.56%
• 6M: 7.79%
• YTD: 9.35%
• 1Y: 20.63%
• 3Y*: 19.03%
• 5Y*: 12.68%
• 10Y*: —
• ALL TIME*: 15.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VFFSX Vanguard 500 Index Fund Institutional Select Shares	$0.00	$0.00	$0.00

FPCGX vs. VFFSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FPCGX Fort Pitt Capital Total Return Fund	8.29%	21.28%	17.18%	20.94%	-18.85%	22.96%	9.07%	27.43%	-5.43%	21.91%
VFFSX Vanguard 500 Index Fund Institutional Select Shares	9.35%	17.87%	25.00%	26.28%	-18.14%	29.24%	18.35%	31.88%	-4.42%	20.80%

Correlation

The correlation between FPCGX and VFFSX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.78
Correlation (3Y) Balances recent behavior with more history.	0.85
Correlation (5Y) Shows whether the relationship held over a longer period.	0.91
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.90

The correlation between FPCGX and VFFSX shifts across timeframes, from 0.78 (1 year) to 0.91 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

FPCGX vs. VFFSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FPCGX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VFFSX

VFFSX Risk / Return Rank: 63
VFFSX Sharpe Ratio Rank: 61
VFFSX Sortino Ratio Rank: 57
VFFSX Omega Ratio Rank: 58
VFFSX Calmar Ratio Rank: 64
VFFSX Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FPCGX vs. VFFSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fort Pitt Capital Total Return Fund (FPCGX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FPCGX	VFFSX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.43	—
Sortino ratio: Return per unit of downside risk	—	2.00	—
Omega ratio: Gain probability vs. loss probability	—	1.26	—
Calmar ratio: Return relative to maximum drawdown	—	2.06	—
Martin ratio: Return relative to average drawdown	—	8.86	—

Drawdowns

Drawdown Indicators

	FPCGX	VFFSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.82%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.75%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.51%	—
Current Drawdown Current decline from peak	—	-2.11%	—
Average Drawdown Average peak-to-trough decline	—	-4.46%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	FPCGX	VFFSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.45%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.86%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.02%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.36%	—

FPCGX vs. VFFSX - Expense Ratio Comparison

FPCGX has a 1.00% expense ratio, which is higher than VFFSX's 0.01% expense ratio.

Dividends

FPCGX vs. VFFSX - Dividend Comparison

FPCGX's dividend yield for the trailing twelve months is around 32.80%, more than VFFSX's 1.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FPCGX Fort Pitt Capital Total Return Fund	32.80%	21.91%	20.03%	18.23%	8.97%	6.95%	0.88%	8.21%	7.16%	2.16%	3.52%	5.38%
VFFSX Vanguard 500 Index Fund Institutional Select Shares	1.09%	1.14%	1.24%	1.46%	1.70%	1.61%	1.56%	2.15%	2.09%	1.81%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FPCGX and VFFSX in my portfolio?

FPCGX and VFFSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.