VEVFX vs. ^GSPC
Compare and contrast key facts about Vanguard Explorer Value Fund (VEVFX) and S&P 500 (^GSPC).
VEVFX is managed by Vanguard. It was launched on Mar 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEVFX or ^GSPC.
Correlation
The correlation between VEVFX and ^GSPC is 0.84, 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
VEVFX vs. ^GSPC - Performance Comparison
Key characteristics
VEVFX:
0.06
^GSPC:
2.10
VEVFX:
0.22
^GSPC:
2.80
VEVFX:
1.04
^GSPC:
1.39
VEVFX:
0.07
^GSPC:
3.09
VEVFX:
0.37
^GSPC:
13.49
VEVFX:
3.84%
^GSPC:
1.94%
VEVFX:
23.89%
^GSPC:
12.52%
VEVFX:
-47.53%
^GSPC:
-56.78%
VEVFX:
-20.06%
^GSPC:
-2.62%
Returns By Period
In the year-to-date period, VEVFX achieves a -0.53% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, VEVFX has underperformed ^GSPC with an annualized return of 6.53%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.
VEVFX
-0.53%
-17.58%
-3.49%
-0.56%
5.19%
6.53%
^GSPC
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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Risk-Adjusted Performance
VEVFX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) 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
VEVFX vs. ^GSPC - Drawdown Comparison
The maximum VEVFX drawdown since its inception was -47.53%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VEVFX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VEVFX vs. ^GSPC - Volatility Comparison
Vanguard Explorer Value Fund (VEVFX) has a higher volatility of 17.97% compared to S&P 500 (^GSPC) at 3.79%. This indicates that VEVFX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.