VIGAX vs. BLUEX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and AMG Veritas Global Real Return Fund (BLUEX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
VIGAX vs. BLUEX - Performance Comparison
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VIGAX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | -10.40% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
BLUEX AMG Veritas Global Real Return Fund | -9.67% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, VIGAX achieves a -10.40% return, which is significantly lower than BLUEX's -9.67% return. Over the past 10 years, VIGAX has outperformed BLUEX with an annualized return of 16.02%, while BLUEX has yielded a comparatively lower 9.23% annualized return.
VIGAX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.40%
- 6M
- -9.20%
- 1Y
- 17.18%
- 3Y*
- 21.13%
- 5Y*
- 11.42%
- 10Y*
- 16.02%
BLUEX
- 1D
- 0.72%
- 1M
- -7.41%
- YTD
- -9.67%
- 6M
- -9.53%
- 1Y
- -8.25%
- 3Y*
- 2.35%
- 5Y*
- 0.57%
- 10Y*
- 9.23%
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VIGAX vs. BLUEX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
VIGAX vs. BLUEX — Risk / Return Rank
VIGAX
BLUEX
VIGAX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| VIGAX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | -0.79 | +1.58 |
Sortino ratioReturn per unit of downside risk | 1.30 | -1.07 | +2.37 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.87 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.76 | +1.87 |
Martin ratioReturn relative to average drawdown | 3.96 | -2.67 | +6.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIGAX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | -0.79 | +1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.05 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.49 | -0.05 |
Correlation
The correlation between VIGAX and BLUEX is 0.84, 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.
Dividends
VIGAX vs. BLUEX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.44%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
VIGAX vs. BLUEX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, smaller than the maximum BLUEX drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for VIGAX and BLUEX.
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Drawdown Indicators
| VIGAX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -54.27% | +3.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -12.19% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -21.87% | -13.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.63% | -29.06% | -6.57% |
Current DrawdownCurrent decline from peak | -13.18% | -11.55% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -12.02% | -13.39% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 3.48% | +1.16% |
Volatility
VIGAX vs. BLUEX - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) has a higher volatility of 7.01% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.41%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGAX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 3.41% | +3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 7.23% | +5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 10.98% | +12.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 10.49% | +11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 16.57% | +4.96% |