JAMEX vs. VITPX
Compare and contrast key facts about Jamestown Equity Fund (JAMEX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
JAMEX is managed by Williamsburg Investment Trust. It was launched on Dec 1, 1992. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
JAMEX vs. VITPX - Performance Comparison
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JAMEX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAMEX Jamestown Equity Fund | -6.40% | 19.13% | 23.43% | 24.31% | -16.56% | 26.75% | 21.84% | 34.98% | -11.30% | 19.44% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -6.74% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, JAMEX achieves a -6.40% return, which is significantly higher than VITPX's -6.74% return. Both investments have delivered pretty close results over the past 10 years, with JAMEX having a 12.86% annualized return and VITPX not far ahead at 13.34%.
JAMEX
- 1D
- -0.31%
- 1M
- -7.07%
- YTD
- -6.40%
- 6M
- -3.31%
- 1Y
- 16.62%
- 3Y*
- 17.40%
- 5Y*
- 10.99%
- 10Y*
- 12.86%
VITPX
- 1D
- -0.46%
- 1M
- -7.72%
- YTD
- -6.74%
- 6M
- -4.46%
- 1Y
- 14.81%
- 3Y*
- 17.24%
- 5Y*
- 10.44%
- 10Y*
- 13.34%
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JAMEX vs. VITPX - Expense Ratio Comparison
JAMEX has a 0.98% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
JAMEX vs. VITPX — Risk / Return Rank
JAMEX
VITPX
JAMEX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jamestown Equity Fund (JAMEX) 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.
| JAMEX | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.30 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.05 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.98 | 5.10 | +0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAMEX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.61 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.47 | +0.02 |
Correlation
The correlation between JAMEX and VITPX is 0.97, 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.
Dividends
JAMEX vs. VITPX - Dividend Comparison
JAMEX's dividend yield for the trailing twelve months is around 8.21%, more than VITPX's 2.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAMEX Jamestown Equity Fund | 8.21% | 7.87% | 5.06% | 3.78% | 14.58% | 1.70% | 4.94% | 10.25% | 2.83% | 6.52% | 4.90% | 6.67% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.69% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
JAMEX vs. VITPX - Drawdown Comparison
The maximum JAMEX drawdown since its inception was -49.25%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for JAMEX and VITPX.
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Drawdown Indicators
| JAMEX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.25% | -55.28% | +6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -12.41% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -24.30% | -25.31% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -30.65% | -34.99% | +4.34% |
Current DrawdownCurrent decline from peak | -9.11% | -8.92% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -8.07% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.56% | -0.04% |
Volatility
JAMEX vs. VITPX - Volatility Comparison
The current volatility for Jamestown Equity Fund (JAMEX) is 4.14%, while Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) has a volatility of 4.40%. This indicates that JAMEX experiences smaller price fluctuations and is considered to be less risky 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
| JAMEX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.40% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.33% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 18.42% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 17.32% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 18.37% | -0.98% |