TANDX vs. VPMAX
TANDX (Castle Tandem Fund) and VPMAX (Vanguard PRIMECAP Fund Admiral Shares) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 2.31%/yr vs 14.89%/yr for VPMAX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. TANDX charges 1.59%/yr vs 0.27%/yr for VPMAX.
Performance
TANDX vs. VPMAX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -6.75% return, which is significantly lower than VPMAX's 20.70% return.
TANDX
- 1D
- -0.76%
- 1M
- 3.12%
- 6M
- -5.57%
- YTD
- -6.75%
- 1Y
- -7.42%
- 3Y*
- 1.92%
- 5Y*
- 2.31%
- 10Y*
- —
- ALL TIME*
- 6.41%
VPMAX
- 1D
- 2.95%
- 1M
- -3.97%
- 6M
- 14.66%
- YTD
- 20.70%
- 1Y
- 47.11%
- 3Y*
- 23.43%
- 5Y*
- 14.89%
- 10Y*
- 16.66%
- ALL TIME*
- 12.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
TANDX vs. VPMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -6.75% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 20.70% | 29.70% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 14.13% |
Correlation
The correlation between TANDX and VPMAX is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.66 |
Over the past year, the correlation between TANDX and VPMAX has dropped to 0.14 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
TANDX vs. VPMAX — Risk / Return Rank
TANDX
VPMAX
TANDX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TANDX | VPMAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.09 | ||
| Sortino ratioReturn per unit of downside risk | -4.21 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.40 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 3.73 | -4.23 |
| Martin ratioReturn relative to average drawdown | -0.96 | 14.01 | -14.98 |
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Drawdowns
TANDX vs. VPMAX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.98%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for TANDX and VPMAX.
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Drawdown Indicators
| TANDX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.98% | -48.32% | -45.66% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -11.72% | -5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -93.98% | -20.55% | -73.43% |
Max Drawdown (5Y)Largest decline over 5 years | -93.98% | -25.21% | -68.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.65% | — |
Current DrawdownCurrent decline from peak | -93.48% | -7.53% | -85.95% |
Average DrawdownAverage peak-to-trough decline | -21.84% | -6.56% | -15.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.79% | 3.12% | +5.67% |
Volatility
TANDX vs. VPMAX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 4.71%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 6.29%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 6.29% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 16.18% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 19.08% | -8.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 596.04% | 18.81% | +577.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 491.15% | 19.39% | +471.76% |
TANDX vs. VPMAX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than VPMAX's 0.27% expense ratio.
Dividends
TANDX vs. VPMAX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 6.62%, less than VPMAX's 13.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | 6.62% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 13.63% | 16.46% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Frequently Asked Questions
TANDX and VPMAX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPMAX has higher volatility (6.29%) compared to TANDX (4.71%). In terms of maximum drawdown, TANDX dropped -93.98% vs VPMAX's -48.32%.
VPMAX currently has the higher Sharpe Ratio (2.29 vs -0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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