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.
Key characteristics
| VASGX | ^GSPC | |
|---|---|---|
| YTD Return | 2.41% | 5.57% |
| 1Y Return | 13.47% | 20.82% |
| 3Y Return (Ann) | 2.42% | 6.41% |
| 5Y Return (Ann) | 7.77% | 11.56% |
| 10Y Return (Ann) | 7.41% | 10.37% |
| Sharpe Ratio | 1.32 | 1.78 |
| Daily Std Dev | 9.99% | 11.69% |
| Max Drawdown | -51.16% | -56.78% |
| Current Drawdown | -3.23% | -4.16% |
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
In the year-to-date period, VASGX achieves a 2.41% return, which is significantly lower than ^GSPC's 5.57% return. Over the past 10 years, VASGX has underperformed ^GSPC with an annualized return of 7.41%, while ^GSPC has yielded a comparatively higher 10.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 3.15%, while S&P 500 (^GSPC) has a volatility of 3.95%. 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.