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PHG vs. VTSAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PHG vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Koninklijke Philips N.V. (PHG) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

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PHG vs. VTSAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHG
Koninklijke Philips N.V.
1.18%10.87%8.53%55.64%-57.64%-30.75%11.00%42.23%-4.92%26.32%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
-6.75%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%

Returns By Period

In the year-to-date period, PHG achieves a 1.18% return, which is significantly higher than VTSAX's -6.75% return. Over the past 10 years, PHG has underperformed VTSAX with an annualized return of 1.66%, while VTSAX has yielded a comparatively higher 13.27% annualized return.


PHG

1D
3.28%
1M
-14.38%
YTD
1.18%
6M
0.51%
1Y
11.83%
3Y*
15.68%
5Y*
-12.35%
10Y*
1.66%

VTSAX

1D
-0.46%
1M
-7.71%
YTD
-6.75%
6M
-4.47%
1Y
14.76%
3Y*
16.69%
5Y*
10.11%
10Y*
13.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PHG vs. VTSAX — Risk / Return Rank

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

PHG
PHG Risk / Return Rank: 5353
Overall Rank
PHG Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
PHG Sortino Ratio Rank: 5050
Sortino Ratio Rank
PHG Omega Ratio Rank: 4949
Omega Ratio Rank
PHG Calmar Ratio Rank: 5555
Calmar Ratio Rank
PHG Martin Ratio Rank: 5858
Martin Ratio Rank

VTSAX
VTSAX Risk / Return Rank: 4646
Overall Rank
VTSAX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 4545
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 4949
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 4141
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 5353
Martin Ratio Rank
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.

PHG vs. VTSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Koninklijke Philips N.V. (PHG) 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.


PHGVTSAXDifference

Sharpe ratio

Return per unit of total volatility

0.37

0.84

-0.47

Sortino ratio

Return per unit of downside risk

0.77

1.29

-0.52

Omega ratio

Gain probability vs. loss probability

1.10

1.20

-0.10

Calmar ratio

Return relative to maximum drawdown

0.53

1.05

-0.51

Martin ratio

Return relative to average drawdown

1.64

5.08

-3.44

PHG vs. VTSAX - Sharpe Ratio Comparison

The current PHG Sharpe Ratio is 0.37, which is lower than the VTSAX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of PHG 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.


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Sharpe Ratios by Period


PHGVTSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.37

0.84

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.33

0.59

-0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

0.72

-0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.43

-0.23

Correlation

The correlation between PHG and VTSAX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

PHG vs. VTSAX - Dividend Comparison

PHG's dividend yield for the trailing twelve months is around 3.23%, more than VTSAX's 1.20% yield.


TTM20252024202320222021202020192018201720162015
PHG
Koninklijke Philips N.V.
3.23%3.27%0.00%0.00%6.43%2.80%0.00%1.97%2.82%2.02%2.51%2.98%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
1.20%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Drawdowns

PHG vs. VTSAX - Drawdown Comparison

The maximum PHG drawdown since its inception was -79.61%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for PHG and VTSAX.


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Drawdown Indicators


PHGVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-79.61%

-55.33%

-24.28%

Max Drawdown (1Y)

Largest decline over 1 year

-20.24%

-12.41%

-7.83%

Max Drawdown (5Y)

Largest decline over 5 years

-79.61%

-25.36%

-54.25%

Max Drawdown (10Y)

Largest decline over 10 years

-79.61%

-34.97%

-44.64%

Current Drawdown

Current decline from peak

-50.72%

-8.92%

-41.80%

Average Drawdown

Average peak-to-trough decline

-29.12%

-9.06%

-20.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.56%

2.56%

+4.00%

Volatility

PHG vs. VTSAX - Volatility Comparison

Koninklijke Philips N.V. (PHG) has a higher volatility of 9.58% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.39%. This indicates that PHG'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.


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Volatility by Period


PHGVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.58%

4.39%

+5.19%

Volatility (6M)

Calculated over the trailing 6-month period

21.48%

9.33%

+12.15%

Volatility (1Y)

Calculated over the trailing 1-year period

32.53%

18.42%

+14.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.35%

17.32%

+20.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.91%

18.37%

+13.54%