VASGX vs. FFRHX
VASGX (Vanguard LifeStrategy Growth Fund) and FFRHX (Fidelity Floating Rate High Income Fund) are both mutual funds - VASGX is a Diversified Portfolio fund actively managed by Vanguard, while FFRHX is a Bank Loan fund actively managed by Fidelity. Both are actively managed. Over the past 10 years, VASGX returned 11.05%/yr vs 4.98%/yr for FFRHX. At a 0.23 correlation, their price movements are largely independent. VASGX charges 0.14%/yr vs 0.67%/yr for FFRHX.
Performance
VASGX vs. FFRHX - Performance Comparison
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Returns By Period
In the year-to-date period, VASGX achieves a 10.19% return, which is significantly higher than FFRHX's 1.71% return. Over the past 10 years, VASGX has outperformed FFRHX with an annualized return of 11.05%, while FFRHX has yielded a comparatively lower 4.98% annualized return.
VASGX
- 1D
- -0.16%
- 1M
- 1.45%
- YTD
- 10.19%
- 6M
- 9.63%
- 1Y
- 23.77%
- 3Y*
- 17.41%
- 5Y*
- 8.92%
- 10Y*
- 11.05%
FFRHX
- 1D
- 0.00%
- 1M
- 0.22%
- YTD
- 1.71%
- 6M
- 2.32%
- 1Y
- 5.89%
- 3Y*
- 7.20%
- 5Y*
- 5.40%
- 10Y*
- 4.98%
VASGX vs. FFRHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 10.19% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 23.14% | -6.89% | 19.21% |
FFRHX Fidelity Floating Rate High Income Fund | 1.71% | 5.47% | 7.10% | 12.63% | -1.55% | 5.01% | 1.69% | 8.63% | 0.10% | 3.91% |
Correlation
The correlation between VASGX and FFRHX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2000 | 0.23 |
The correlation between VASGX and FFRHX shifts across timeframes, from 0.23 (all time) to 0.36 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VASGX vs. FFRHX — Risk / Return Rank
VASGX
FFRHX
VASGX vs. FFRHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Fidelity Floating Rate High Income Fund (FFRHX). 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.
| VASGX | FFRHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.87 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 4.97 | -1.93 |
| Martin ratioReturn relative to average drawdown | 13.08 | 17.06 | -3.98 |
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Drawdowns
VASGX vs. FFRHX - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than FFRHX's maximum drawdown of -22.20%. Use the drawdown chart below to compare losses from any high point for VASGX and FFRHX.
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Drawdown Indicators
| VASGX | FFRHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.16% | -22.20% | -28.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -1.19% | -6.98% |
Max Drawdown (3Y)Largest decline over 3 years | -12.89% | -3.29% | -9.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.43% | -5.90% | -18.53% |
Max Drawdown (10Y)Largest decline over 10 years | -28.53% | -22.20% | -6.33% |
Current DrawdownCurrent decline from peak | -0.60% | -0.44% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -1.15% | -6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 0.35% | +1.54% |
Volatility
VASGX vs. FFRHX - Volatility Comparison
Vanguard LifeStrategy Growth Fund (VASGX) has a higher volatility of 4.37% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.66%. This indicates that VASGX's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASGX | FFRHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 0.66% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 1.63% | +7.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.00% | 2.37% | +8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.88% | 2.88% | +10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.52% | 4.14% | +9.38% |
VASGX vs. FFRHX - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than FFRHX's 0.67% expense ratio.
Dividends
VASGX vs. FFRHX - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 3.72%, less than FFRHX's 7.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFRHX Fidelity Floating Rate High Income Fund | 7.09% | 7.41% | 6.94% | 8.24% | 3.81% | 2.74% | 3.84% | 5.15% | 4.74% | 4.05% | 4.44% | 3.69% |
VASGX Vanguard LifeStrategy Growth Fund | 3.72% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Frequently Asked Questions
VASGX and FFRHX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VASGX has higher volatility (4.37%) compared to FFRHX (0.66%). In terms of maximum drawdown, VASGX dropped -51.16% vs FFRHX's -22.20%.
FFRHX currently has the higher Sharpe Ratio (2.50 vs 2.25), 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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