VFFSX vs. USBOX

In the year-to-date period, VFFSX achieves a -3.35% return, which is significantly lower than USBOX's -0.62% return.

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VFFSX has a 0.01% expense ratio, which is lower than USBOX's 1.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Pear Tree Quality Fund (USBOX). 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.

The current VFFSX Sharpe Ratio is 0.52, which is higher than the USBOX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of VFFSX and USBOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFFSX's dividend yield for the trailing twelve months is around 1.35%, less than USBOX's 8.76% yield.

The maximum VFFSX drawdown since its inception was -52.30%, smaller than the maximum USBOX drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for VFFSX and USBOX. For additional features, visit the drawdowns tool.