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VEVFX vs. KARS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VEVFX vs. KARS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Explorer Value Fund (VEVFX) and KraneShares Electric Vehicles and Future Mobility Index ETF (KARS). The values are adjusted to include any dividend payments, if applicable.

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VEVFX vs. KARS - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VEVFX
Vanguard Explorer Value Fund
2.72%7.40%13.81%15.29%-14.11%28.14%3.29%26.92%-16.03%
KARS
KraneShares Electric Vehicles and Future Mobility Index ETF
5.44%46.04%-17.88%-7.85%-39.20%24.11%71.17%34.66%-28.33%

Returns By Period

In the year-to-date period, VEVFX achieves a 2.72% return, which is significantly lower than KARS's 5.44% return.


VEVFX

1D
2.58%
1M
-5.78%
YTD
2.72%
6M
4.09%
1Y
19.65%
3Y*
12.32%
5Y*
6.09%
10Y*
9.16%

KARS

1D
-0.31%
1M
-2.63%
YTD
5.44%
6M
4.53%
1Y
53.05%
3Y*
2.24%
5Y*
-3.91%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VEVFX vs. KARS - Expense Ratio Comparison

VEVFX has a 0.52% expense ratio, which is lower than KARS's 0.72% expense ratio.


Return for Risk

VEVFX vs. KARS — Risk / Return Rank

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

VEVFX
VEVFX Risk / Return Rank: 4343
Overall Rank
VEVFX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
VEVFX Sortino Ratio Rank: 4343
Sortino Ratio Rank
VEVFX Omega Ratio Rank: 3737
Omega Ratio Rank
VEVFX Calmar Ratio Rank: 5151
Calmar Ratio Rank
VEVFX Martin Ratio Rank: 4444
Martin Ratio Rank

KARS
KARS Risk / Return Rank: 8787
Overall Rank
KARS Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
KARS Sortino Ratio Rank: 8787
Sortino Ratio Rank
KARS Omega Ratio Rank: 8383
Omega Ratio Rank
KARS Calmar Ratio Rank: 8888
Calmar Ratio Rank
KARS Martin Ratio Rank: 9191
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.

VEVFX vs. KARS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) and KraneShares Electric Vehicles and Future Mobility Index ETF (KARS). 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.


VEVFXKARSDifference

Sharpe ratio

Return per unit of total volatility

0.88

1.87

-0.99

Sortino ratio

Return per unit of downside risk

1.36

2.48

-1.12

Omega ratio

Gain probability vs. loss probability

1.18

1.33

-0.15

Calmar ratio

Return relative to maximum drawdown

1.34

2.93

-1.59

Martin ratio

Return relative to average drawdown

4.70

12.69

-8.00

VEVFX vs. KARS - Sharpe Ratio Comparison

The current VEVFX Sharpe Ratio is 0.88, which is lower than the KARS Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of VEVFX and KARS, 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


VEVFXKARSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

1.87

-0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

-0.13

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.16

+0.32

Correlation

The correlation between VEVFX and KARS is 0.61, 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

VEVFX vs. KARS - Dividend Comparison

VEVFX's dividend yield for the trailing twelve months is around 9.99%, more than KARS's 0.17% yield.


TTM20252024202320222021202020192018201720162015
VEVFX
Vanguard Explorer Value Fund
9.99%10.26%14.55%2.49%3.85%3.83%0.86%1.47%8.92%3.00%2.26%6.31%
KARS
KraneShares Electric Vehicles and Future Mobility Index ETF
0.17%0.18%0.78%0.88%1.13%6.73%0.14%1.85%1.38%0.00%0.00%0.00%

Drawdowns

VEVFX vs. KARS - Drawdown Comparison

The maximum VEVFX drawdown since its inception was -47.53%, smaller than the maximum KARS drawdown of -64.85%. Use the drawdown chart below to compare losses from any high point for VEVFX and KARS.


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Drawdown Indicators


VEVFXKARSDifference

Max Drawdown

Largest peak-to-trough decline

-47.53%

-64.85%

+17.32%

Max Drawdown (1Y)

Largest decline over 1 year

-15.14%

-17.74%

+2.60%

Max Drawdown (5Y)

Largest decline over 5 years

-27.32%

-64.85%

+37.53%

Max Drawdown (10Y)

Largest decline over 10 years

-47.53%

Current Drawdown

Current decline from peak

-7.43%

-35.73%

+28.30%

Average Drawdown

Average peak-to-trough decline

-6.67%

-28.31%

+21.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

4.09%

+0.21%

Volatility

VEVFX vs. KARS - Volatility Comparison

The current volatility for Vanguard Explorer Value Fund (VEVFX) is 6.06%, while KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) has a volatility of 9.01%. This indicates that VEVFX experiences smaller price fluctuations and is considered to be less risky than KARS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEVFXKARSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.06%

9.01%

-2.95%

Volatility (6M)

Calculated over the trailing 6-month period

13.05%

19.50%

-6.45%

Volatility (1Y)

Calculated over the trailing 1-year period

23.02%

28.52%

-5.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.74%

29.61%

-8.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.47%

29.32%

-6.85%