VFORX vs. VASGX
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard LifeStrategy Growth Fund (VASGX).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFORX or VASGX.
Key characteristics
| VFORX | VASGX | |
|---|---|---|
| YTD Return | 13.06% | 13.63% |
| 1Y Return | 28.12% | 28.77% |
| 3Y Return (Ann) | 3.96% | 4.10% |
| 5Y Return (Ann) | 8.97% | 8.97% |
| 10Y Return (Ann) | 8.19% | 8.08% |
| Sharpe Ratio | 2.88 | 3.01 |
| Sortino Ratio | 4.09 | 4.23 |
| Omega Ratio | 1.55 | 1.57 |
| Calmar Ratio | 2.06 | 2.09 |
| Martin Ratio | 18.66 | 20.46 |
| Ulcer Index | 1.53% | 1.43% |
| Daily Std Dev | 9.92% | 9.70% |
| Max Drawdown | -51.63% | -51.16% |
| Current Drawdown | -1.42% | -1.46% |
Correlation
The correlation between VFORX and VASGX is 1.00, 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
VFORX vs. VASGX - Performance Comparison
The year-to-date returns for both investments are quite close, with VFORX having a 13.06% return and VASGX slightly higher at 13.63%. Both investments have delivered pretty close results over the past 10 years, with VFORX having a 8.19% annualized return and VASGX not far behind at 8.08%. 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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VFORX vs. VASGX - Expense Ratio Comparison
VFORX has a 0.08% expense ratio, which is lower than VASGX's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFORX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard LifeStrategy Growth Fund (VASGX). 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
VFORX vs. VASGX - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.10%, less than VASGX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.10% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% | 1.79% |
VASGX Vanguard LifeStrategy Growth Fund | 2.78% | 3.01% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Drawdowns
VFORX vs. VASGX - Drawdown Comparison
The maximum VFORX drawdown since its inception was -51.63%, roughly equal to the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for VFORX and VASGX. For additional features, visit the drawdowns tool.
Volatility
VFORX vs. VASGX - Volatility Comparison
Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard LifeStrategy Growth Fund (VASGX) have volatilities of 1.90% and 1.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.