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VISGX vs. RFIMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VISGX vs. RFIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small Cap Growth Index Fund (VISGX) and Ranger Micro Cap Fund (RFIMX). The values are adjusted to include any dividend payments, if applicable.

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VISGX vs. RFIMX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VISGX
Vanguard Small Cap Growth Index Fund
-3.94%8.18%14.80%22.91%-28.50%5.58%35.11%32.60%-1.35%
RFIMX
Ranger Micro Cap Fund
0.96%1.99%11.52%9.14%-24.26%30.58%44.44%24.94%-0.56%

Returns By Period

In the year-to-date period, VISGX achieves a -3.94% return, which is significantly lower than RFIMX's 0.96% return.


VISGX

1D
-1.75%
1M
-9.44%
YTD
-3.94%
6M
-2.52%
1Y
15.53%
3Y*
10.67%
5Y*
1.54%
10Y*
9.84%

RFIMX

1D
-1.07%
1M
-6.11%
YTD
0.96%
6M
1.71%
1Y
16.08%
3Y*
5.52%
5Y*
1.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VISGX vs. RFIMX - Expense Ratio Comparison

VISGX has a 0.19% expense ratio, which is lower than RFIMX's 1.51% expense ratio.


Return for Risk

VISGX vs. RFIMX — Risk / Return Rank

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

VISGX
VISGX Risk / Return Rank: 2929
Overall Rank
VISGX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VISGX Sortino Ratio Rank: 2929
Sortino Ratio Rank
VISGX Omega Ratio Rank: 2525
Omega Ratio Rank
VISGX Calmar Ratio Rank: 3131
Calmar Ratio Rank
VISGX Martin Ratio Rank: 3333
Martin Ratio Rank

RFIMX
RFIMX Risk / Return Rank: 3333
Overall Rank
RFIMX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RFIMX Sortino Ratio Rank: 3333
Sortino Ratio Rank
RFIMX Omega Ratio Rank: 2626
Omega Ratio Rank
RFIMX Calmar Ratio Rank: 4040
Calmar Ratio Rank
RFIMX Martin Ratio Rank: 3434
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.

VISGX vs. RFIMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Ranger Micro Cap Fund (RFIMX). 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.


VISGXRFIMXDifference

Sharpe ratio

Return per unit of total volatility

0.62

0.71

-0.09

Sortino ratio

Return per unit of downside risk

1.03

1.15

-0.11

Omega ratio

Gain probability vs. loss probability

1.14

1.14

-0.01

Calmar ratio

Return relative to maximum drawdown

0.86

1.05

-0.19

Martin ratio

Return relative to average drawdown

3.47

3.64

-0.17

VISGX vs. RFIMX - Sharpe Ratio Comparison

The current VISGX Sharpe Ratio is 0.62, which is comparable to the RFIMX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of VISGX and RFIMX, 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


VISGXRFIMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

0.71

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.00

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.00

+0.36

Correlation

The correlation between VISGX and RFIMX is 0.87, 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

VISGX vs. RFIMX - Dividend Comparison

VISGX's dividend yield for the trailing twelve months is around 0.42%, less than RFIMX's 1.31% yield.


TTM20252024202320222021202020192018201720162015
VISGX
Vanguard Small Cap Growth Index Fund
0.42%0.33%0.42%0.56%0.46%0.23%0.35%0.47%0.65%0.71%0.97%0.84%
RFIMX
Ranger Micro Cap Fund
1.31%1.33%0.00%0.77%47.82%71.79%0.00%0.00%0.36%0.00%0.00%0.00%

Drawdowns

VISGX vs. RFIMX - Drawdown Comparison

The maximum VISGX drawdown since its inception was -58.74%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for VISGX and RFIMX.


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Drawdown Indicators


VISGXRFIMXDifference

Max Drawdown

Largest peak-to-trough decline

-58.74%

-99.41%

+40.67%

Max Drawdown (1Y)

Largest decline over 1 year

-14.49%

-11.77%

-2.72%

Max Drawdown (5Y)

Largest decline over 5 years

-38.41%

-99.41%

+61.00%

Max Drawdown (10Y)

Largest decline over 10 years

-38.70%

Current Drawdown

Current decline from peak

-11.39%

-99.24%

+87.85%

Average Drawdown

Average peak-to-trough decline

-11.67%

-27.70%

+16.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

3.41%

+0.19%

Volatility

VISGX vs. RFIMX - Volatility Comparison

Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 7.59% compared to Ranger Micro Cap Fund (RFIMX) at 6.22%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than RFIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VISGXRFIMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.59%

6.22%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

15.11%

13.61%

+1.50%

Volatility (1Y)

Calculated over the trailing 1-year period

24.20%

22.27%

+1.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.49%

8,947.93%

-8,924.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.88%

7,425.82%

-7,402.94%