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:
1.34
^GSPC:
2.12
VASGX:
1.87
^GSPC:
2.83
VASGX:
1.24
^GSPC:
1.39
VASGX:
1.92
^GSPC:
3.13
VASGX:
8.50
^GSPC:
13.67
VASGX:
1.53%
^GSPC:
1.94%
VASGX:
9.69%
^GSPC:
12.54%
VASGX:
-51.16%
^GSPC:
-56.78%
VASGX:
-3.70%
^GSPC:
-2.37%
Returns By Period
In the year-to-date period, VASGX achieves a 12.92% return, which is significantly lower than ^GSPC's 24.66% return. Over the past 10 years, VASGX has underperformed ^GSPC with an annualized return of 6.90%, while ^GSPC has yielded a comparatively higher 11.10% annualized return.
VASGX
12.92%
-1.07%
4.34%
14.16%
7.10%
6.90%
^GSPC
24.66%
0.49%
8.64%
26.56%
13.06%
11.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.83%, while S&P 500 (^GSPC) has a volatility of 3.87%. 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.