PVIVX vs. VSIAX

In the year-to-date period, PVIVX achieves a -11.05% return, which is significantly lower than VSIAX's -1.27% return. Over the past 10 years, PVIVX has underperformed VSIAX with an annualized return of 5.60%, while VSIAX has yielded a comparatively higher 8.05% annualized return.

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PVIVX has a 1.25% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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 PVIVX Sharpe Ratio is -0.42, which is lower than the VSIAX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of PVIVX and VSIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PVIVX has not paid dividends to shareholders, while VSIAX's dividend yield for the trailing twelve months is around 2.17%.

The maximum PVIVX drawdown since its inception was -54.12%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for PVIVX and VSIAX. For additional features, visit the drawdowns tool.

Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 9.01% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 5.95%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.