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VCSAX vs. VSCGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VCSAX vs. VSCGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). The values are adjusted to include any dividend payments, if applicable.

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VCSAX vs. VSCGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VCSAX
Vanguard Consumer Staples Index Fund Admiral Shares
6.73%2.11%13.29%2.38%-1.75%18.56%10.90%26.08%-7.72%11.79%
VSCGX
Vanguard LifeStrategy Conservative Growth Fund
-2.05%12.87%11.65%12.72%-15.00%6.04%11.51%15.69%-2.95%10.02%

Returns By Period

In the year-to-date period, VCSAX achieves a 6.73% return, which is significantly higher than VSCGX's -2.05% return. Over the past 10 years, VCSAX has outperformed VSCGX with an annualized return of 7.79%, while VSCGX has yielded a comparatively lower 5.99% annualized return.


VCSAX

1D
0.42%
1M
-7.73%
YTD
6.73%
6M
6.01%
1Y
4.71%
3Y*
7.58%
5Y*
7.46%
10Y*
7.79%

VSCGX

1D
0.11%
1M
-5.05%
YTD
-2.05%
6M
-0.25%
1Y
9.69%
3Y*
9.90%
5Y*
4.59%
10Y*
5.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VCSAX vs. VSCGX - Expense Ratio Comparison

VCSAX has a 0.10% expense ratio, which is lower than VSCGX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VCSAX vs. VSCGX — Risk / Return Rank

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

VCSAX
VCSAX Risk / Return Rank: 1818
Overall Rank
VCSAX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
VCSAX Sortino Ratio Rank: 1818
Sortino Ratio Rank
VCSAX Omega Ratio Rank: 1616
Omega Ratio Rank
VCSAX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VCSAX Martin Ratio Rank: 1616
Martin Ratio Rank

VSCGX
VSCGX Risk / Return Rank: 7777
Overall Rank
VSCGX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VSCGX Sortino Ratio Rank: 7979
Sortino Ratio Rank
VSCGX Omega Ratio Rank: 7575
Omega Ratio Rank
VSCGX Calmar Ratio Rank: 7878
Calmar Ratio Rank
VSCGX Martin Ratio Rank: 7878
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.

VCSAX vs. VSCGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). 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.


VCSAXVSCGXDifference

Sharpe ratio

Return per unit of total volatility

0.46

1.38

-0.92

Sortino ratio

Return per unit of downside risk

0.76

1.96

-1.20

Omega ratio

Gain probability vs. loss probability

1.09

1.28

-0.19

Calmar ratio

Return relative to maximum drawdown

0.62

1.80

-1.17

Martin ratio

Return relative to average drawdown

1.56

7.50

-5.94

VCSAX vs. VSCGX - Sharpe Ratio Comparison

The current VCSAX Sharpe Ratio is 0.46, which is lower than the VSCGX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of VCSAX and VSCGX, 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


VCSAXVSCGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.46

1.38

-0.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.61

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.82

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.83

-0.17

Correlation

The correlation between VCSAX and VSCGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VCSAX vs. VSCGX - Dividend Comparison

VCSAX's dividend yield for the trailing twelve months is around 2.15%, less than VSCGX's 5.66% yield.


TTM20252024202320222021202020192018201720162015
VCSAX
Vanguard Consumer Staples Index Fund Admiral Shares
2.15%2.26%2.33%2.65%2.37%2.99%2.50%2.44%2.78%2.52%2.40%2.56%
VSCGX
Vanguard LifeStrategy Conservative Growth Fund
5.66%5.50%11.03%5.23%2.79%4.18%3.28%2.62%3.81%1.65%2.43%3.21%

Drawdowns

VCSAX vs. VSCGX - Drawdown Comparison

The maximum VCSAX drawdown since its inception was -34.34%, which is greater than VSCGX's maximum drawdown of -30.62%. Use the drawdown chart below to compare losses from any high point for VCSAX and VSCGX.


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Drawdown Indicators


VCSAXVSCGXDifference

Max Drawdown

Largest peak-to-trough decline

-34.34%

-30.62%

-3.72%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-5.19%

-4.09%

Max Drawdown (5Y)

Largest decline over 5 years

-16.56%

-20.15%

+3.59%

Max Drawdown (10Y)

Largest decline over 10 years

-25.08%

-20.15%

-4.93%

Current Drawdown

Current decline from peak

-7.73%

-5.09%

-2.64%

Average Drawdown

Average peak-to-trough decline

-3.72%

-3.01%

-0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

1.24%

+2.48%

Volatility

VCSAX vs. VSCGX - Volatility Comparison

Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) has a higher volatility of 3.99% compared to Vanguard LifeStrategy Conservative Growth Fund (VSCGX) at 2.79%. This indicates that VCSAX's price experiences larger fluctuations and is considered to be riskier than VSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCSAXVSCGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.99%

2.79%

+1.20%

Volatility (6M)

Calculated over the trailing 6-month period

8.98%

4.42%

+4.56%

Volatility (1Y)

Calculated over the trailing 1-year period

13.74%

7.13%

+6.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.00%

7.62%

+5.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.60%

7.31%

+7.29%