GGEFX vs. VITPX
GGEFX (Summitry Equity Fund) and VITPX (Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, GGEFX returned 12.04%/yr vs 14.54%/yr for VITPX. Their correlation of 0.93 means they have usually moved in the same direction. GGEFX charges 1.25%/yr vs 0.02%/yr for VITPX.
Performance
GGEFX vs. VITPX - Performance Comparison
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Returns By Period
In the year-to-date period, GGEFX achieves a 1.53% return, which is significantly lower than VITPX's 9.88% return. Over the past 10 years, GGEFX has underperformed VITPX with an annualized return of 12.04%, while VITPX has yielded a comparatively higher 14.54% annualized return.
GGEFX
- 1D
- -0.08%
- 1M
- -0.13%
- 6M
- 0.38%
- YTD
- 1.53%
- 1Y
- 8.11%
- 3Y*
- 14.52%
- 5Y*
- 8.85%
- 10Y*
- 12.04%
- ALL TIME*
- 11.47%
VITPX
- 1D
- 1.63%
- 1M
- -0.78%
- 6M
- 8.17%
- YTD
- 9.88%
- 1Y
- 21.14%
- 3Y*
- 19.14%
- 5Y*
- 11.94%
- 10Y*
- 14.54%
- ALL TIME*
- 9.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
GGEFX Summitry Equity Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
GGEFX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGEFX Summitry Equity Fund | 1.53% | 11.26% | 25.39% | 30.93% | -20.46% | 25.28% | 15.38% | 29.92% | -7.63% | 12.55% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 9.88% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Correlation
The correlation between GGEFX and VITPX 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. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.93 |
The correlation between GGEFX and VITPX shifts across timeframes, from 0.78 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GGEFX vs. VITPX — Risk / Return Rank
GGEFX
VITPX
GGEFX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Summitry Equity Fund (GGEFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| GGEFX | VITPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.26 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.11 | -1.68 |
| Martin ratioReturn relative to average drawdown | 1.33 | 9.11 | -7.78 |
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Drawdowns
GGEFX vs. VITPX - Drawdown Comparison
The maximum GGEFX drawdown since its inception was -37.49%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for GGEFX and VITPX.
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Drawdown Indicators
| GGEFX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.49% | -55.28% | +17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.92% | -5.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.03% | -19.35% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -25.31% | -1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -37.49% | -34.99% | -2.50% |
Current DrawdownCurrent decline from peak | -2.88% | -1.88% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -7.98% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 2.06% | +2.39% |
Volatility
GGEFX vs. VITPX - Volatility Comparison
Summitry Equity Fund (GGEFX) has a higher volatility of 3.91% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 3.41%. This indicates that GGEFX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGEFX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 3.41% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 10.27% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 13.13% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 17.46% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 18.41% | +1.03% |
GGEFX vs. VITPX - Expense Ratio Comparison
GGEFX has a 1.25% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Dividends
GGEFX vs. VITPX - Dividend Comparison
GGEFX's dividend yield for the trailing twelve months is around 16.66%, more than VITPX's 2.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GGEFX Summitry Equity Fund | 16.66% | 16.91% | 9.19% | 8.39% | 16.43% | 6.82% | 0.00% | 5.18% | 8.33% | 8.20% | 7.93% | 12.92% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.33% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Frequently Asked Questions
GGEFX and VITPX 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.
GGEFX has higher volatility (3.91%) compared to VITPX (3.41%). In terms of maximum drawdown, GGEFX dropped -37.49% vs VITPX's -55.28%.
VITPX currently has the higher Sharpe Ratio (1.43 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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