NGVC vs. VTSAX

In the year-to-date period, NGVC achieves a 30.11% return, which is significantly higher than VTSAX's 0.24% return. Over the past 10 years, NGVC has underperformed VTSAX with an annualized return of 10.71%, while VTSAX has yielded a comparatively higher 12.05% 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 Total Stock Market Index Fund Admiral Shares (VTSAX). 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 2.48, which is higher than the VTSAX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of NGVC and VTSAX, 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 VTSAX's 1.29% yield.

The maximum NGVC drawdown since its inception was -89.04%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for NGVC and VTSAX. For additional features, visit the drawdowns tool.

Natural Grocers by Vitamin Cottage, Inc. (NGVC) has a higher volatility of 31.69% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 6.19%. This indicates that NGVC's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.