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VASVX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VASVX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Selected Value Fund (VASVX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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VASVX vs. VIGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VASVX
Vanguard Selected Value Fund
0.90%10.99%6.68%25.45%-7.55%27.54%5.79%29.55%-19.75%18.01%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-10.39%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, VASVX achieves a 0.90% return, which is significantly higher than VIGIX's -10.39% return. Over the past 10 years, VASVX has underperformed VIGIX with an annualized return of 10.16%, while VIGIX has yielded a comparatively higher 16.03% annualized return.


VASVX

1D
2.49%
1M
-6.14%
YTD
0.90%
6M
2.45%
1Y
13.67%
3Y*
12.78%
5Y*
8.52%
10Y*
10.16%

VIGIX

1D
3.99%
1M
-5.47%
YTD
-10.39%
6M
-9.19%
1Y
17.20%
3Y*
21.14%
5Y*
11.43%
10Y*
16.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VASVX vs. VIGIX - Expense Ratio Comparison

VASVX has a 0.32% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


Return for Risk

VASVX vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VASVX
VASVX Risk / Return Rank: 3030
Overall Rank
VASVX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VASVX Sortino Ratio Rank: 2929
Sortino Ratio Rank
VASVX Omega Ratio Rank: 2626
Omega Ratio Rank
VASVX Calmar Ratio Rank: 3737
Calmar Ratio Rank
VASVX Martin Ratio Rank: 3232
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 3838
Overall Rank
VIGIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 3838
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VASVX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


VASVXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

0.68

0.80

-0.12

Sortino ratio

Return per unit of downside risk

1.11

1.31

-0.20

Omega ratio

Gain probability vs. loss probability

1.15

1.18

-0.03

Calmar ratio

Return relative to maximum drawdown

1.02

1.11

-0.09

Martin ratio

Return relative to average drawdown

3.54

3.97

-0.43

VASVX vs. VIGIX - Sharpe Ratio Comparison

The current VASVX Sharpe Ratio is 0.68, which is comparable to the VIGIX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of VASVX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VASVXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.80

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.51

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.75

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.44

+0.01

Correlation

The correlation between VASVX and VIGIX is 0.73, 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.


Dividends

VASVX vs. VIGIX - Dividend Comparison

VASVX's dividend yield for the trailing twelve months is around 13.20%, more than VIGIX's 0.45% yield.


TTM20252024202320222021202020192018201720162015
VASVX
Vanguard Selected Value Fund
13.20%13.32%14.35%8.29%13.22%7.77%10.19%7.44%11.90%8.59%4.51%5.68%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.45%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

VASVX vs. VIGIX - Drawdown Comparison

The maximum VASVX drawdown since its inception was -55.70%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VASVX and VIGIX.


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Drawdown Indicators


VASVXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.70%

-56.95%

+1.25%

Max Drawdown (1Y)

Largest decline over 1 year

-14.06%

-16.51%

+2.45%

Max Drawdown (5Y)

Largest decline over 5 years

-25.98%

-35.62%

+9.64%

Max Drawdown (10Y)

Largest decline over 10 years

-48.19%

-35.62%

-12.57%

Current Drawdown

Current decline from peak

-8.17%

-13.17%

+5.00%

Average Drawdown

Average peak-to-trough decline

-9.57%

-16.36%

+6.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

4.64%

-0.58%

Volatility

VASVX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Selected Value Fund (VASVX) is 5.76%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 7.01%. This indicates that VASVX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VASVXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.76%

7.01%

-1.25%

Volatility (6M)

Calculated over the trailing 6-month period

11.55%

12.74%

-1.19%

Volatility (1Y)

Calculated over the trailing 1-year period

20.47%

22.99%

-2.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.56%

22.36%

-1.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.43%

21.53%

+0.90%