PORTX vs. VFIAX
Compare and contrast key facts about Trillium ESG Global Equity Fund (PORTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PORTX is managed by Trillium Mutual Funds. It was launched on Sep 29, 1999. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PORTX or VFIAX.
Correlation
The correlation between PORTX and VFIAX is 0.88, 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.
Performance
PORTX vs. VFIAX - Performance Comparison
Key characteristics
PORTX:
-0.08
VFIAX:
1.96
PORTX:
-0.00
VFIAX:
2.63
PORTX:
1.00
VFIAX:
1.36
PORTX:
-0.06
VFIAX:
2.97
PORTX:
-0.21
VFIAX:
12.30
PORTX:
5.70%
VFIAX:
2.04%
PORTX:
15.13%
VFIAX:
12.79%
PORTX:
-51.89%
VFIAX:
-55.20%
PORTX:
-16.14%
VFIAX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with PORTX having a 3.97% return and VFIAX slightly higher at 4.11%. Over the past 10 years, PORTX has underperformed VFIAX with an annualized return of 5.15%, while VFIAX has yielded a comparatively higher 13.30% annualized return.
PORTX
3.97%
2.75%
-7.64%
-1.23%
4.25%
5.15%
VFIAX
4.11%
2.06%
10.78%
23.74%
14.42%
13.30%
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PORTX vs. VFIAX - Expense Ratio Comparison
PORTX has a 1.30% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
PORTX vs. VFIAX — Risk-Adjusted Performance Rank
PORTX
VFIAX
PORTX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Trillium ESG Global Equity Fund (PORTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
PORTX vs. VFIAX - Dividend Comparison
PORTX's dividend yield for the trailing twelve months is around 0.71%, less than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PORTX Trillium ESG Global Equity Fund | 0.71% | 0.73% | 0.65% | 3.99% | 0.04% | 0.11% | 0.50% | 0.65% | 0.41% | 0.79% | 0.45% | 13.30% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PORTX vs. VFIAX - Drawdown Comparison
The maximum PORTX drawdown since its inception was -51.89%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PORTX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
PORTX vs. VFIAX - Volatility Comparison
Trillium ESG Global Equity Fund (PORTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.25% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.