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VLACX vs. ORDNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VLACX vs. ORDNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Large Cap Index Fund (VLACX) and North Square Preferred and Income Securities Fund (ORDNX). The values are adjusted to include any dividend payments, if applicable.

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VLACX vs. ORDNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLACX
Vanguard Large Cap Index Fund
-4.81%17.60%24.61%27.10%-19.78%26.87%20.88%31.22%-4.60%21.89%
ORDNX
North Square Preferred and Income Securities Fund
-0.77%7.30%14.81%15.24%-14.22%27.51%12.29%31.10%-0.98%20.57%

Returns By Period

In the year-to-date period, VLACX achieves a -4.81% return, which is significantly lower than ORDNX's -0.77% return. Over the past 10 years, VLACX has outperformed ORDNX with an annualized return of 13.83%, while ORDNX has yielded a comparatively lower 11.45% annualized return.


VLACX

1D
2.94%
1M
-5.01%
YTD
-4.81%
6M
-2.82%
1Y
17.01%
3Y*
18.08%
5Y*
11.03%
10Y*
13.83%

ORDNX

1D
0.43%
1M
-1.55%
YTD
-0.77%
6M
-0.18%
1Y
5.08%
3Y*
12.10%
5Y*
7.57%
10Y*
11.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VLACX vs. ORDNX - Expense Ratio Comparison

VLACX has a 0.17% expense ratio, which is lower than ORDNX's 1.27% expense ratio.


Return for Risk

VLACX vs. ORDNX — Risk / Return Rank

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

VLACX
VLACX Risk / Return Rank: 5555
Overall Rank
VLACX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
VLACX Sortino Ratio Rank: 4949
Sortino Ratio Rank
VLACX Omega Ratio Rank: 5252
Omega Ratio Rank
VLACX Calmar Ratio Rank: 6060
Calmar Ratio Rank
VLACX Martin Ratio Rank: 7171
Martin Ratio Rank

ORDNX
ORDNX Risk / Return Rank: 8383
Overall Rank
ORDNX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ORDNX Sortino Ratio Rank: 8787
Sortino Ratio Rank
ORDNX Omega Ratio Rank: 9191
Omega Ratio Rank
ORDNX Calmar Ratio Rank: 7575
Calmar Ratio Rank
ORDNX Martin Ratio Rank: 7070
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.

VLACX vs. ORDNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large Cap Index Fund (VLACX) and North Square Preferred and Income Securities Fund (ORDNX). 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.


VLACXORDNXDifference

Sharpe ratio

Return per unit of total volatility

0.95

1.92

-0.97

Sortino ratio

Return per unit of downside risk

1.46

2.42

-0.96

Omega ratio

Gain probability vs. loss probability

1.22

1.43

-0.21

Calmar ratio

Return relative to maximum drawdown

1.49

1.87

-0.39

Martin ratio

Return relative to average drawdown

7.00

7.04

-0.04

VLACX vs. ORDNX - Sharpe Ratio Comparison

The current VLACX Sharpe Ratio is 0.95, which is lower than the ORDNX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of VLACX and ORDNX, 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


VLACXORDNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

1.92

-0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

1.08

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.81

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.73

-0.19

Correlation

The correlation between VLACX and ORDNX is 0.76, 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

VLACX vs. ORDNX - Dividend Comparison

VLACX's dividend yield for the trailing twelve months is around 1.00%, less than ORDNX's 6.74% yield.


TTM20252024202320222021202020192018201720162015
VLACX
Vanguard Large Cap Index Fund
1.00%0.71%0.86%1.30%1.51%1.07%1.35%1.72%1.95%1.64%1.87%1.84%
ORDNX
North Square Preferred and Income Securities Fund
6.74%6.99%5.50%5.72%15.30%8.48%2.77%1.85%3.13%1.22%2.65%2.98%

Drawdowns

VLACX vs. ORDNX - Drawdown Comparison

The maximum VLACX drawdown since its inception was -54.81%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for VLACX and ORDNX.


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Drawdown Indicators


VLACXORDNXDifference

Max Drawdown

Largest peak-to-trough decline

-54.81%

-34.40%

-20.41%

Max Drawdown (1Y)

Largest decline over 1 year

-12.17%

-2.66%

-9.51%

Max Drawdown (5Y)

Largest decline over 5 years

-25.72%

-18.77%

-6.95%

Max Drawdown (10Y)

Largest decline over 10 years

-33.97%

-34.40%

+0.43%

Current Drawdown

Current decline from peak

-6.54%

-2.15%

-4.39%

Average Drawdown

Average peak-to-trough decline

-6.97%

-3.86%

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

0.71%

+1.88%

Volatility

VLACX vs. ORDNX - Volatility Comparison

Vanguard Large Cap Index Fund (VLACX) has a higher volatility of 5.35% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that VLACX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLACXORDNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.35%

1.18%

+4.17%

Volatility (6M)

Calculated over the trailing 6-month period

9.58%

1.74%

+7.84%

Volatility (1Y)

Calculated over the trailing 1-year period

18.43%

2.66%

+15.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.17%

7.08%

+10.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.18%

14.24%

+3.94%