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VIGIX vs. BBLIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VIGIX vs. BBLIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth Index Fund Institutional Shares (VIGIX) and BBH Select Series - Large Cap Fund (BBLIX). The values are adjusted to include any dividend payments, if applicable.

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VIGIX vs. BBLIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VIGIX
Vanguard Growth Index Fund Institutional Shares
-10.39%19.44%32.68%46.77%-33.13%27.27%40.19%8.32%
BBLIX
BBH Select Series - Large Cap Fund
1.58%12.07%15.83%23.86%-20.59%27.23%12.30%3.63%

Returns By Period

In the year-to-date period, VIGIX achieves a -10.39% return, which is significantly lower than BBLIX's 1.58% return.


VIGIX

1D
3.99%
1M
-5.47%
YTD
-10.39%
6M
-9.19%
1Y
17.20%
3Y*
21.14%
5Y*
11.43%
10Y*
16.03%

BBLIX

1D
0.00%
1M
1.58%
YTD
1.58%
6M
-1.14%
1Y
12.89%
3Y*
15.61%
5Y*
9.96%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VIGIX vs. BBLIX - Expense Ratio Comparison

VIGIX has a 0.04% expense ratio, which is lower than BBLIX's 0.70% expense ratio.


Return for Risk

VIGIX vs. BBLIX — Risk / Return Rank

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

VIGIX
VIGIX Risk / Return Rank: 3838
Overall Rank
VIGIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 3838
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 3737
Martin Ratio Rank

BBLIX
BBLIX Risk / Return Rank: 5555
Overall Rank
BBLIX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BBLIX Sortino Ratio Rank: 6868
Sortino Ratio Rank
BBLIX Omega Ratio Rank: 7676
Omega Ratio Rank
BBLIX Calmar Ratio Rank: 3434
Calmar Ratio Rank
BBLIX Martin Ratio Rank: 3636
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.

VIGIX vs. BBLIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and BBH Select Series - Large Cap Fund (BBLIX). 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.


VIGIXBBLIXDifference

Sharpe ratio

Return per unit of total volatility

0.80

1.10

-0.30

Sortino ratio

Return per unit of downside risk

1.31

1.69

-0.38

Omega ratio

Gain probability vs. loss probability

1.18

1.29

-0.10

Calmar ratio

Return relative to maximum drawdown

1.11

0.94

+0.18

Martin ratio

Return relative to average drawdown

3.97

3.81

+0.16

VIGIX vs. BBLIX - Sharpe Ratio Comparison

The current VIGIX Sharpe Ratio is 0.80, which is comparable to the BBLIX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of VIGIX and BBLIX, 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


VIGIXBBLIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

1.10

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.65

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.58

-0.14

Correlation

The correlation between VIGIX and BBLIX 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

VIGIX vs. BBLIX - Dividend Comparison

VIGIX's dividend yield for the trailing twelve months is around 0.45%, less than BBLIX's 9.39% yield.


TTM20252024202320222021202020192018201720162015
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.45%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%
BBLIX
BBH Select Series - Large Cap Fund
9.39%9.54%4.20%0.28%1.45%3.27%0.34%0.04%0.00%0.00%0.00%0.00%

Drawdowns

VIGIX vs. BBLIX - Drawdown Comparison

The maximum VIGIX drawdown since its inception was -56.95%, which is greater than BBLIX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for VIGIX and BBLIX.


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Drawdown Indicators


VIGIXBBLIXDifference

Max Drawdown

Largest peak-to-trough decline

-56.95%

-33.49%

-23.46%

Max Drawdown (1Y)

Largest decline over 1 year

-16.51%

-10.22%

-6.29%

Max Drawdown (5Y)

Largest decline over 5 years

-35.62%

-28.06%

-7.56%

Max Drawdown (10Y)

Largest decline over 10 years

-35.62%

Current Drawdown

Current decline from peak

-13.17%

-1.80%

-11.37%

Average Drawdown

Average peak-to-trough decline

-16.36%

-6.48%

-9.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.64%

3.62%

+1.02%

Volatility

VIGIX vs. BBLIX - Volatility Comparison

Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 7.01% compared to BBH Select Series - Large Cap Fund (BBLIX) at 1.57%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than BBLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIGIXBBLIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

1.57%

+5.44%

Volatility (6M)

Calculated over the trailing 6-month period

12.74%

6.08%

+6.66%

Volatility (1Y)

Calculated over the trailing 1-year period

22.99%

16.12%

+6.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.36%

16.08%

+6.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.53%

18.80%

+2.73%