VFINX vs. PAGRX

In the year-to-date period, VFINX achieves a -0.24% return, which is significantly lower than PAGRX's 5.92% return. Over the past 10 years, VFINX has outperformed PAGRX with an annualized return of 12.58%, while PAGRX has yielded a comparatively lower 4.92% annualized return.

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VFINX has a 0.14% expense ratio, which is lower than PAGRX's 1.21% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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 VFINX Sharpe Ratio is 0.68, which is comparable to the PAGRX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of VFINX and PAGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFINX's dividend yield for the trailing twelve months is around 1.19%, more than PAGRX's 0.21% yield.

The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum PAGRX drawdown of -79.19%. Use the drawdown chart below to compare losses from any high point for VFINX and PAGRX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 6.31%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 8.59%. This indicates that VFINX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.