LOGSX vs. VHCIX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. VHCIX is managed by Vanguard. It was launched on Feb 5, 2004.
Performance
LOGSX vs. VHCIX - Performance Comparison
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LOGSX vs. VHCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | -1.53% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
VHCIX Vanguard Health Care Index Fund Admiral Shares | -7.10% | 15.43% | 2.64% | 2.48% | -5.50% | 20.56% | 18.22% | 21.97% | 5.55% | 23.35% |
Returns By Period
In the year-to-date period, LOGSX achieves a -1.53% return, which is significantly higher than VHCIX's -7.10% return. Over the past 10 years, LOGSX has underperformed VHCIX with an annualized return of 7.11%, while VHCIX has yielded a comparatively higher 9.47% annualized return.
LOGSX
- 1D
- 1.05%
- 1M
- -6.68%
- YTD
- -1.53%
- 6M
- 10.22%
- 1Y
- 12.96%
- 3Y*
- 8.08%
- 5Y*
- 6.73%
- 10Y*
- 7.11%
VHCIX
- 1D
- 0.36%
- 1M
- -9.57%
- YTD
- -7.10%
- 6M
- 3.53%
- 1Y
- 2.34%
- 3Y*
- 5.37%
- 5Y*
- 4.64%
- 10Y*
- 9.47%
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LOGSX vs. VHCIX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is higher than VHCIX's 0.10% expense ratio.
Return for Risk
LOGSX vs. VHCIX — Risk / Return Rank
LOGSX
VHCIX
LOGSX vs. VHCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX). 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.
| LOGSX | VHCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.17 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.36 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 0.25 | +1.47 |
Martin ratioReturn relative to average drawdown | 5.03 | 0.53 | +4.50 |
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
| LOGSX | VHCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.17 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.31 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.56 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.55 | -0.12 |
Correlation
The correlation between LOGSX and VHCIX is 0.91, 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
LOGSX vs. VHCIX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, more than VHCIX's 1.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 2.10% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.76% | 1.61% | 1.53% | 1.36% | 1.33% | 1.19% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
Drawdowns
LOGSX vs. VHCIX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, which is greater than VHCIX's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for LOGSX and VHCIX.
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Drawdown Indicators
| LOGSX | VHCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -39.12% | -6.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -10.39% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -17.77% | +2.74% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -28.58% | +1.30% |
Current DrawdownCurrent decline from peak | -6.68% | -10.07% | +3.39% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -5.96% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.94% | -2.33% |
Volatility
LOGSX vs. VHCIX - Volatility Comparison
Live Oak Health Sciences Fund (LOGSX) has a higher volatility of 4.71% compared to Vanguard Health Care Index Fund Admiral Shares (VHCIX) at 4.33%. This indicates that LOGSX's price experiences larger fluctuations and is considered to be riskier than VHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOGSX | VHCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.33% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.04% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 17.53% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 14.84% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 16.92% | -0.80% |