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:
-0.29
VFIAX:
0.60
PORTX:
-0.26
VFIAX:
0.96
PORTX:
0.96
VFIAX:
1.14
PORTX:
-0.19
VFIAX:
0.62
PORTX:
-0.61
VFIAX:
2.51
PORTX:
8.99%
VFIAX:
4.63%
PORTX:
19.06%
VFIAX:
19.42%
PORTX:
-51.89%
VFIAX:
-55.20%
PORTX:
-19.72%
VFIAX:
-9.28%
Returns By Period
In the year-to-date period, PORTX achieves a -0.47% return, which is significantly higher than VFIAX's -5.08% return. Over the past 10 years, PORTX has underperformed VFIAX with an annualized return of 4.45%, while VFIAX has yielded a comparatively higher 12.17% annualized return.
PORTX
-0.47%
1.63%
-13.13%
-6.53%
6.54%
4.45%
VFIAX
-5.08%
-0.28%
-4.05%
10.12%
15.59%
12.17%
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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 0.74%, less than VFIAX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PORTX Trillium ESG Global Equity Fund | 0.74% | 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 | 1.36% | 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
The current volatility for Trillium ESG Global Equity Fund (PORTX) is 11.34%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.10%. This indicates that PORTX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.