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QCGDX vs. VMCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QCGDX vs. VMCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quantified Common Ground Fund (QCGDX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). The values are adjusted to include any dividend payments, if applicable.

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QCGDX vs. VMCIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
QCGDX
Quantified Common Ground Fund
2.93%1.02%9.87%14.74%-12.23%32.19%14.65%0.10%
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares
-2.79%11.67%14.68%16.54%-18.70%24.53%18.20%0.43%

Returns By Period

In the year-to-date period, QCGDX achieves a 2.93% return, which is significantly higher than VMCIX's -2.79% return.


QCGDX

1D
-0.45%
1M
-4.57%
YTD
2.93%
6M
4.54%
1Y
6.11%
3Y*
9.12%
5Y*
7.01%
10Y*

VMCIX

1D
-0.66%
1M
-7.87%
YTD
-2.79%
6M
-3.58%
1Y
10.31%
3Y*
11.79%
5Y*
6.51%
10Y*
10.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QCGDX vs. VMCIX - Expense Ratio Comparison

QCGDX has a 1.68% expense ratio, which is higher than VMCIX's 0.04% expense ratio.


Return for Risk

QCGDX vs. VMCIX — Risk / Return Rank

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

QCGDX
QCGDX Risk / Return Rank: 2121
Overall Rank
QCGDX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
QCGDX Sortino Ratio Rank: 1818
Sortino Ratio Rank
QCGDX Omega Ratio Rank: 1717
Omega Ratio Rank
QCGDX Calmar Ratio Rank: 2424
Calmar Ratio Rank
QCGDX Martin Ratio Rank: 2626
Martin Ratio Rank

VMCIX
VMCIX Risk / Return Rank: 2828
Overall Rank
VMCIX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
VMCIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
VMCIX Omega Ratio Rank: 2828
Omega Ratio Rank
VMCIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VMCIX Martin Ratio Rank: 3232
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.

QCGDX vs. VMCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quantified Common Ground Fund (QCGDX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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.


QCGDXVMCIXDifference

Sharpe ratio

Return per unit of total volatility

0.54

0.63

-0.09

Sortino ratio

Return per unit of downside risk

0.83

0.99

-0.16

Omega ratio

Gain probability vs. loss probability

1.11

1.14

-0.03

Calmar ratio

Return relative to maximum drawdown

0.72

0.73

-0.01

Martin ratio

Return relative to average drawdown

2.84

3.40

-0.56

QCGDX vs. VMCIX - Sharpe Ratio Comparison

The current QCGDX Sharpe Ratio is 0.54, which is comparable to the VMCIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of QCGDX and VMCIX, 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


QCGDXVMCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

0.63

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.37

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.47

+0.10

Correlation

The correlation between QCGDX and VMCIX is 0.82, 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.


Dividends

QCGDX vs. VMCIX - Dividend Comparison

QCGDX's dividend yield for the trailing twelve months is around 0.67%, less than VMCIX's 1.54% yield.


TTM20252024202320222021202020192018201720162015
QCGDX
Quantified Common Ground Fund
0.67%0.69%4.42%0.22%0.00%5.44%1.65%0.00%0.00%0.00%0.00%0.00%
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares
1.54%1.52%1.49%1.51%1.60%1.12%1.45%1.48%1.83%1.36%1.46%1.48%

Drawdowns

QCGDX vs. VMCIX - Drawdown Comparison

The maximum QCGDX drawdown since its inception was -22.37%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for QCGDX and VMCIX.


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Drawdown Indicators


QCGDXVMCIXDifference

Max Drawdown

Largest peak-to-trough decline

-22.37%

-58.86%

+36.49%

Max Drawdown (1Y)

Largest decline over 1 year

-8.85%

-12.77%

+3.92%

Max Drawdown (5Y)

Largest decline over 5 years

-20.18%

-27.54%

+7.36%

Max Drawdown (10Y)

Largest decline over 10 years

-39.30%

Current Drawdown

Current decline from peak

-4.69%

-8.13%

+3.44%

Average Drawdown

Average peak-to-trough decline

-6.27%

-8.02%

+1.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

2.75%

-0.50%

Volatility

QCGDX vs. VMCIX - Volatility Comparison

Quantified Common Ground Fund (QCGDX) has a higher volatility of 4.92% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 4.23%. This indicates that QCGDX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QCGDXVMCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.92%

4.23%

+0.69%

Volatility (6M)

Calculated over the trailing 6-month period

9.53%

9.43%

+0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

13.53%

17.58%

-4.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.77%

17.63%

-2.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.53%

18.90%

-2.37%