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:
-0.82
^GSPC:
-0.17
VEVFX:
-0.93
^GSPC:
-0.11
VEVFX:
0.85
^GSPC:
0.98
VEVFX:
-0.62
^GSPC:
-0.15
VEVFX:
-1.79
^GSPC:
-0.79
VEVFX:
11.38%
^GSPC:
3.36%
VEVFX:
24.98%
^GSPC:
15.95%
VEVFX:
-50.98%
^GSPC:
-56.78%
VEVFX:
-32.74%
^GSPC:
-17.42%
Returns By Period
In the year-to-date period, VEVFX achieves a -17.45% return, which is significantly lower than ^GSPC's -13.73% return. Over the past 10 years, VEVFX has underperformed ^GSPC with an annualized return of 2.01%, while ^GSPC has yielded a comparatively higher 9.37% annualized return.
VEVFX
-17.45%
-12.83%
-25.57%
-19.79%
12.58%
2.01%
^GSPC
-13.73%
-13.15%
-11.77%
-1.42%
15.35%
9.37%
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Risk-Adjusted Performance
VEVFX vs. ^GSPC — Risk-Adjusted Performance Rank
VEVFX
^GSPC
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 -50.98%, 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 10.61% compared to S&P 500 (^GSPC) at 9.30%. 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.