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VLGEA vs. VT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VLGEA and VT is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

VLGEA vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Village Super Market, Inc. (VLGEA) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
15.28%
7.60%
VLGEA
VT

Key characteristics

Sharpe Ratio

VLGEA:

1.18

VT:

1.75

Sortino Ratio

VLGEA:

1.79

VT:

2.37

Omega Ratio

VLGEA:

1.23

VT:

1.32

Calmar Ratio

VLGEA:

2.00

VT:

2.58

Martin Ratio

VLGEA:

5.53

VT:

10.24

Ulcer Index

VLGEA:

6.99%

VT:

2.04%

Daily Std Dev

VLGEA:

32.91%

VT:

11.97%

Max Drawdown

VLGEA:

-61.40%

VT:

-50.27%

Current Drawdown

VLGEA:

-4.70%

VT:

0.00%

Returns By Period

In the year-to-date period, VLGEA achieves a 6.32% return, which is significantly higher than VT's 5.12% return. Over the past 10 years, VLGEA has underperformed VT with an annualized return of 6.10%, while VT has yielded a comparatively higher 9.43% annualized return.


VLGEA

YTD

6.32%

1M

4.96%

6M

14.82%

1Y

34.39%

5Y*

12.86%

10Y*

6.10%

VT

YTD

5.12%

1M

3.36%

6M

7.31%

1Y

18.87%

5Y*

10.55%

10Y*

9.43%

*Annualized

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Risk-Adjusted Performance

VLGEA vs. VT — Risk-Adjusted Performance Rank

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

VLGEA
The Risk-Adjusted Performance Rank of VLGEA is 8080
Overall Rank
The Sharpe Ratio Rank of VLGEA is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of VLGEA is 7474
Sortino Ratio Rank
The Omega Ratio Rank of VLGEA is 7373
Omega Ratio Rank
The Calmar Ratio Rank of VLGEA is 9090
Calmar Ratio Rank
The Martin Ratio Rank of VLGEA is 8181
Martin Ratio Rank

VT
The Risk-Adjusted Performance Rank of VT is 7171
Overall Rank
The Sharpe Ratio Rank of VT is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of VT is 6767
Sortino Ratio Rank
The Omega Ratio Rank of VT is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VT is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VT is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VLGEA vs. VT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Village Super Market, Inc. (VLGEA) and Vanguard Total World Stock ETF (VT). 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.


Sharpe ratio
The chart of Sharpe ratio for VLGEA, currently valued at 1.18, compared to the broader market-2.000.002.004.001.181.75
The chart of Sortino ratio for VLGEA, currently valued at 1.79, compared to the broader market-6.00-4.00-2.000.002.004.006.001.792.37
The chart of Omega ratio for VLGEA, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.32
The chart of Calmar ratio for VLGEA, currently valued at 2.00, compared to the broader market0.002.004.006.002.002.58
The chart of Martin ratio for VLGEA, currently valued at 5.53, compared to the broader market-10.000.0010.0020.0030.005.5310.24
VLGEA
VT

The current VLGEA Sharpe Ratio is 1.18, which is lower than the VT Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of VLGEA and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.18
1.75
VLGEA
VT

Dividends

VLGEA vs. VT - Dividend Comparison

VLGEA's dividend yield for the trailing twelve months is around 2.97%, more than VT's 1.86% yield.


TTM20242023202220212020201920182017201620152014
VLGEA
Village Super Market, Inc.
2.97%3.14%3.81%4.29%3.21%4.53%5.39%3.74%4.36%2.43%3.80%3.65%
VT
Vanguard Total World Stock ETF
1.86%1.95%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%2.44%

Drawdowns

VLGEA vs. VT - Drawdown Comparison

The maximum VLGEA drawdown since its inception was -61.40%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for VLGEA and VT. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.70%
0
VLGEA
VT

Volatility

VLGEA vs. VT - Volatility Comparison

Village Super Market, Inc. (VLGEA) has a higher volatility of 6.55% compared to Vanguard Total World Stock ETF (VT) at 3.05%. This indicates that VLGEA's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
6.55%
3.05%
VLGEA
VT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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