VFINX vs. PAGRX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
VFINX is managed by Vanguard. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFINX or PAGRX.
Key characteristics
| VFINX | PAGRX | |
|---|---|---|
| YTD Return | 18.87% | 27.08% |
| 1Y Return | 28.11% | 43.37% |
| 3Y Return (Ann) | 9.78% | 9.38% |
| 5Y Return (Ann) | 15.26% | 19.69% |
| 10Y Return (Ann) | 12.79% | 11.66% |
| Sharpe Ratio | 2.19 | 2.05 |
| Daily Std Dev | 12.70% | 20.50% |
| Max Drawdown | -55.25% | -55.87% |
| Current Drawdown | -0.63% | -0.98% |
Correlation
The correlation between VFINX and PAGRX is 0.89, 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
VFINX vs. PAGRX - Performance Comparison
In the year-to-date period, VFINX achieves a 18.87% return, which is significantly lower than PAGRX's 27.08% return. Over the past 10 years, VFINX has outperformed PAGRX with an annualized return of 12.79%, while PAGRX has yielded a comparatively lower 11.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFINX vs. PAGRX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Risk-Adjusted Performance
VFINX vs. PAGRX - Risk-Adjusted Performance Comparison
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.
Dividends
VFINX vs. PAGRX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.19%, less than PAGRX's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.19% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 2.14% | 2.72% | 7.79% | 6.82% | 15.08% | 9.02% | 12.33% | 8.70% | 16.94% | 6.31% | 0.30% | 2.54% |
Drawdowns
VFINX vs. PAGRX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, roughly equal to the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for VFINX and PAGRX. For additional features, visit the drawdowns tool.
Volatility
VFINX vs. PAGRX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 3.98%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 7.75%. 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.