VFORX vs. VASGX

The year-to-date returns for both investments are quite close, with VFORX having a 4.86% return and VASGX slightly higher at 5.07%. Over the past 10 years, VFORX has underperformed VASGX with an annualized return of 6.03%, while VASGX has yielded a comparatively higher 8.04% annualized return.

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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%.

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.

The current VFORX Sharpe Ratio is 0.92, which is comparable to the VASGX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of VFORX and VASGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFORX's dividend yield for the trailing twelve months is around 2.53%, less than VASGX's 5.85% yield.

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.

The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 2.84%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 2.99%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.