GOODX vs. VTIVX
Compare and contrast key facts about GoodHaven Fund (GOODX) and Vanguard Target Retirement 2045 Fund (VTIVX).
GOODX is managed by GoodHaven. It was launched on Apr 8, 2011. VTIVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOODX or VTIVX.
Correlation
The correlation between GOODX and VTIVX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GOODX vs. VTIVX - Performance Comparison
Key characteristics
GOODX:
1.28
VTIVX:
1.63
GOODX:
1.80
VTIVX:
2.25
GOODX:
1.24
VTIVX:
1.30
GOODX:
1.99
VTIVX:
2.52
GOODX:
5.99
VTIVX:
9.22
GOODX:
2.45%
VTIVX:
1.77%
GOODX:
11.47%
VTIVX:
10.07%
GOODX:
-45.62%
VTIVX:
-51.69%
GOODX:
-4.08%
VTIVX:
-0.23%
Returns By Period
In the year-to-date period, GOODX achieves a 2.34% return, which is significantly lower than VTIVX's 4.42% return. Both investments have delivered pretty close results over the past 10 years, with GOODX having a 8.29% annualized return and VTIVX not far ahead at 8.51%.
GOODX
2.34%
-2.12%
3.72%
14.53%
15.16%
8.29%
VTIVX
4.42%
1.91%
6.43%
16.60%
9.35%
8.51%
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GOODX vs. VTIVX - Expense Ratio Comparison
GOODX has a 1.10% expense ratio, which is higher than VTIVX's 0.08% expense ratio.
Risk-Adjusted Performance
GOODX vs. VTIVX — Risk-Adjusted Performance Rank
GOODX
VTIVX
GOODX vs. VTIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GoodHaven Fund (GOODX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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
GOODX vs. VTIVX - Dividend Comparison
GOODX's dividend yield for the trailing twelve months is around 1.07%, less than VTIVX's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOODX GoodHaven Fund | 1.07% | 1.10% | 0.87% | 0.38% | 0.13% | 0.45% | 1.27% | 1.28% | 0.00% | 0.00% | 0.00% | 0.00% |
VTIVX Vanguard Target Retirement 2045 Fund | 2.21% | 2.31% | 2.28% | 2.13% | 2.22% | 1.60% | 2.23% | 2.39% | 1.90% | 1.99% | 2.17% | 2.05% |
Drawdowns
GOODX vs. VTIVX - Drawdown Comparison
The maximum GOODX drawdown since its inception was -45.62%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for GOODX and VTIVX. For additional features, visit the drawdowns tool.
Volatility
GOODX vs. VTIVX - Volatility Comparison
GoodHaven Fund (GOODX) has a higher volatility of 2.98% compared to Vanguard Target Retirement 2045 Fund (VTIVX) at 2.36%. This indicates that GOODX's price experiences larger fluctuations and is considered to be riskier than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.