NGVC vs. VHGEX

In the year-to-date period, NGVC achieves a 30.41% return, which is significantly higher than VHGEX's 5.37% return. Over the past 10 years, NGVC has outperformed VHGEX with an annualized return of 10.93%, while VHGEX has yielded a comparatively lower 8.88% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Vanguard Global Equity Fund (VHGEX). 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.

The current NGVC Sharpe Ratio is 2.55, which is higher than the VHGEX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of NGVC and VHGEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NGVC's dividend yield for the trailing twelve months is around 0.85%, less than VHGEX's 1.19% yield.

The maximum NGVC drawdown since its inception was -89.04%, which is greater than VHGEX's maximum drawdown of -64.62%. Use the drawdown chart below to compare losses from any high point for NGVC and VHGEX. For additional features, visit the drawdowns tool.

Natural Grocers by Vitamin Cottage, Inc. (NGVC) has a higher volatility of 31.75% compared to Vanguard Global Equity Fund (VHGEX) at 5.70%. This indicates that NGVC's price experiences larger fluctuations and is considered to be riskier than VHGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.