VASGX vs. ^GSPC
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and S&P 500 (^GSPC).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or ^GSPC.
Correlation
The correlation between VASGX and ^GSPC is 0.96, 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
VASGX vs. ^GSPC - Performance Comparison
Key characteristics
VASGX:
1.48
^GSPC:
2.07
VASGX:
2.05
^GSPC:
2.76
VASGX:
1.27
^GSPC:
1.39
VASGX:
2.10
^GSPC:
3.05
VASGX:
9.17
^GSPC:
13.27
VASGX:
1.55%
^GSPC:
1.95%
VASGX:
9.62%
^GSPC:
12.52%
VASGX:
-51.16%
^GSPC:
-56.78%
VASGX:
-2.70%
^GSPC:
-1.91%
Returns By Period
In the year-to-date period, VASGX achieves a 14.09% return, which is significantly lower than ^GSPC's 25.25% return. Over the past 10 years, VASGX has underperformed ^GSPC with an annualized return of 6.98%, while ^GSPC has yielded a comparatively higher 11.11% annualized return.
VASGX
14.09%
-0.68%
5.61%
14.08%
7.30%
6.98%
^GSPC
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
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Risk-Adjusted Performance
VASGX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and S&P 500 (^GSPC). 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.
Drawdowns
VASGX vs. ^GSPC - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VASGX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. ^GSPC - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 2.91%, while S&P 500 (^GSPC) has a volatility of 3.82%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.