NBR vs. VIGIX

Last updated Jun 3, 2026

NBR (Nabors Industries Ltd.) is a stock, while VIGIX (Vanguard Growth Index Fund Institutional Shares) is Large Cap Growth Equities fund managed by Vanguard. Over the past 10 years, NBR returned -13.43%/yr vs 18.43%/yr for VIGIX. At a 0.34 correlation, their price movements are largely independent.

Performance

NBR vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nabors Industries Ltd. (NBR) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NBR achieves a 73.81% return, which is significantly higher than VIGIX's 11.14% return. Over the past 10 years, NBR has underperformed VIGIX with an annualized return of -13.43%, while VIGIX has yielded a comparatively higher 18.43% annualized return.

NBR

• 1D: 2.09%
• 1M: -6.53%
• YTD: 73.81%
• 6M: 88.46%
• 1Y: 247.24%
• 3Y*: -0.70%
• 5Y*: -4.38%
• 10Y*: -13.43%

VIGIX

• 1D: 0.77%
• 1M: 7.64%
• YTD: 11.14%
• 6M: 10.44%
• 1Y: 30.70%
• 3Y*: 26.59%
• 5Y*: 15.55%
• 10Y*: 18.43%

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

NBR vs. VIGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NBR Nabors Industries Ltd.	73.81%	-5.02%	-29.96%	-47.29%	90.99%	39.26%	-58.62%	46.33%	-69.27%	-57.05%
VIGIX Vanguard Growth Index Fund Institutional Shares	11.14%	19.44%	32.68%	46.77%	-33.13%	27.27%	40.19%	37.26%	-3.34%	27.81%

Correlation

The correlation between NBR and VIGIX is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.23
Correlation (10Y) Calculated over the trailing 10-year period	0.24
Correlation (All Time) Calculated using the full available price history since May 15, 1998	0.34

Over the past year, the correlation between NBR and VIGIX has dropped to 0.08 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.

Return for Risk

NBR vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBR

NBR Risk / Return Rank: 96
NBR Sharpe Ratio Rank: 97
NBR Sortino Ratio Rank: 94
NBR Omega Ratio Rank: 92
NBR Calmar Ratio Rank: 98
NBR Martin Ratio Rank: 98

VIGIX

VIGIX Risk / Return Rank: 36
VIGIX Sharpe Ratio Rank: 46
VIGIX Sortino Ratio Rank: 41
VIGIX Omega Ratio Rank: 41
VIGIX Calmar Ratio Rank: 25
VIGIX Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NBR vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nabors Industries Ltd. (NBR) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

	NBR	VIGIX	Difference
Sharpe ratio Return per unit of total volatility	4.07	2.00	+2.07
Sortino ratio Return per unit of downside risk	3.93	2.68	+1.25
Omega ratio Gain probability vs. loss probability	1.49	1.35	+0.14
Calmar ratio Return relative to maximum drawdown	12.43	1.91	+10.52
Martin ratio Return relative to average drawdown	38.37	6.73	+31.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NBR vs. VIGIX - Sharpe Ratio Comparison

The current NBR Sharpe Ratio is 4.07, which is higher than the VIGIX Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of NBR and VIGIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NBR	VIGIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.07	2.00	+2.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.07	0.70	-0.77
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.16	0.86	-1.02
Sharpe Ratio (All Time) Calculated using the full available price history	-0.02	0.47	-0.50

Drawdowns

NBR vs. VIGIX - Drawdown Comparison

The maximum NBR drawdown since its inception was -99.51%, which is greater than VIGIX's maximum drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for NBR and VIGIX.

Drawdown Indicators

	NBR	VIGIX	Difference
Max Drawdown Largest peak-to-trough decline	-99.51%	-56.95%	-42.56%
Max Drawdown (1Y) Largest decline over 1 year	-21.38%	-16.51%	-4.87%
Max Drawdown (3Y) Largest decline over 3 years	-82.22%	-23.03%	-59.19%
Max Drawdown (5Y) Largest decline over 5 years	-87.70%	-35.62%	-52.08%
Max Drawdown (10Y) Largest decline over 10 years	-98.73%	-35.62%	-63.11%
Current Drawdown Current decline from peak	-95.45%	0.00%	-95.45%
Average Drawdown Average peak-to-trough decline	-52.73%	-16.28%	-36.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.92%	4.68%	+2.24%

Volatility

NBR vs. VIGIX - Volatility Comparison

Nabors Industries Ltd. (NBR) has a higher volatility of 12.99% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 3.59%. This indicates that NBR's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NBR	VIGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.99%	3.59%	+9.40%
Volatility (6M) Calculated over the trailing 6-month period	36.68%	12.11%	+24.57%
Volatility (1Y) Calculated over the trailing 1-year period	61.30%	15.90%	+45.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	66.41%	22.35%	+44.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	82.10%	21.59%	+60.51%

Dividends

NBR vs. VIGIX - Dividend Comparison

NBR has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.37%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NBR Nabors Industries Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.86%	1.39%	12.00%	3.51%	1.46%	2.82%
VIGIX Vanguard Growth Index Fund Institutional Shares	0.37%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.15%	1.40%	1.31%

Frequently Asked Questions

Can I hold both NBR and VIGIX in my portfolio?

NBR and VIGIX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NBR or VIGIX?

NBR has higher volatility (12.99%) compared to VIGIX (3.59%). In terms of maximum drawdown, NBR dropped -99.51% vs VIGIX's -56.95%.

Which has better risk-adjusted returns?

NBR currently has the higher Sharpe Ratio (4.07 vs 2.00), 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.