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VFSTX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VFSTX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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VFSTX vs. VIGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFSTX
Vanguard Short-Term Investment-Grade Fund Investor Shares
-0.40%6.75%4.98%6.06%-5.84%-0.70%5.16%5.75%0.87%2.02%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-13.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, VFSTX achieves a -0.40% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, VFSTX has underperformed VIGIX with an annualized return of 2.49%, while VIGIX has yielded a comparatively higher 15.58% annualized return.


VFSTX

1D
0.19%
1M
-1.42%
YTD
-0.40%
6M
0.73%
1Y
4.26%
3Y*
5.14%
5Y*
2.21%
10Y*
2.49%

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VFSTX vs. VIGIX - Expense Ratio Comparison

VFSTX has a 0.20% expense ratio, which is higher than VIGIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VFSTX vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFSTX
VFSTX Risk / Return Rank: 9393
Overall Rank
VFSTX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VFSTX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VFSTX Omega Ratio Rank: 9191
Omega Ratio Rank
VFSTX Calmar Ratio Rank: 9393
Calmar Ratio Rank
VFSTX Martin Ratio Rank: 9393
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VFSTX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


VFSTXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

1.90

0.61

+1.29

Sortino ratio

Return per unit of downside risk

3.11

1.04

+2.07

Omega ratio

Gain probability vs. loss probability

1.42

1.15

+0.27

Calmar ratio

Return relative to maximum drawdown

2.90

0.66

+2.24

Martin ratio

Return relative to average drawdown

11.78

2.38

+9.40

VFSTX vs. VIGIX - Sharpe Ratio Comparison

The current VFSTX Sharpe Ratio is 1.90, which is higher than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VFSTX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VFSTXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.90

0.61

+1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.49

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.02

0.73

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

1.51

0.43

+1.08

Correlation

The correlation between VFSTX and VIGIX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

VFSTX vs. VIGIX - Dividend Comparison

VFSTX's dividend yield for the trailing twelve months is around 4.20%, more than VIGIX's 0.47% yield.


TTM20252024202320222021202020192018201720162015
VFSTX
Vanguard Short-Term Investment-Grade Fund Investor Shares
4.20%4.48%4.06%3.05%1.93%1.70%2.24%2.83%2.68%2.00%2.04%1.99%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

VFSTX vs. VIGIX - Drawdown Comparison

The maximum VFSTX drawdown since its inception was -9.35%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VFSTX and VIGIX.


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Drawdown Indicators


VFSTXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-9.35%

-56.95%

+47.60%

Max Drawdown (1Y)

Largest decline over 1 year

-1.71%

-16.51%

+14.80%

Max Drawdown (5Y)

Largest decline over 5 years

-9.35%

-35.62%

+26.27%

Max Drawdown (10Y)

Largest decline over 10 years

-9.35%

-35.62%

+26.27%

Current Drawdown

Current decline from peak

-1.42%

-16.51%

+15.09%

Average Drawdown

Average peak-to-trough decline

-1.12%

-16.36%

+15.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

4.56%

-4.14%

Volatility

VFSTX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) is 0.75%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that VFSTX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VFSTXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.75%

5.52%

-4.77%

Volatility (6M)

Calculated over the trailing 6-month period

1.49%

12.10%

-10.61%

Volatility (1Y)

Calculated over the trailing 1-year period

2.51%

22.69%

-20.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.94%

22.30%

-19.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.46%

21.49%

-19.03%