VMGRX vs. BMY

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and Bristol-Myers Squibb Company (BMY).

VMGRX is managed by Vanguard. It was launched on Dec 31, 1997.

Performance

VMGRX vs. BMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mid-Cap Growth Fund (VMGRX) and Bristol-Myers Squibb Company (BMY). The values are adjusted to include any dividend payments, if applicable.

VMGRX vs. BMY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VMGRX Vanguard Mid-Cap Growth Fund	-12.52%	8.80%	17.73%	24.15%	-30.13%	9.21%	33.40%	32.06%	-3.52%	21.60%
BMY Bristol-Myers Squibb Company	15.79%	0.11%	15.81%	-26.14%	18.98%	2.88%	0.41%	27.74%	-12.90%	7.71%

Returns By Period

In the year-to-date period, VMGRX achieves a -12.52% return, which is significantly lower than BMY's 15.79% return. Over the past 10 years, VMGRX has outperformed BMY with an annualized return of 8.45%, while BMY has yielded a comparatively lower 2.90% annualized return.

VMGRX

• 1D: 4.07%
• 1M: -8.39%
• YTD: -12.52%
• 6M: -12.25%
• 1Y: 4.80%
• 3Y*: 8.28%
• 5Y*: 0.70%
• 10Y*: 8.45%

BMY

• 1D: 1.78%
• 1M: -0.98%
• YTD: 15.79%
• 6M: 33.50%
• 1Y: 8.90%
• 3Y*: 0.70%
• 5Y*: 3.49%
• 10Y*: 2.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VMGRX vs. BMY — Risk / Return Rank

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

VMGRX

VMGRX Risk / Return Rank: 10
VMGRX Sharpe Ratio Rank: 9
VMGRX Sortino Ratio Rank: 10
VMGRX Omega Ratio Rank: 9
VMGRX Calmar Ratio Rank: 10
VMGRX Martin Ratio Rank: 11

BMY

BMY Risk / Return Rank: 47
BMY Sharpe Ratio Rank: 52
BMY Sortino Ratio Rank: 45
BMY Omega Ratio Rank: 44
BMY Calmar Ratio Rank: 47
BMY Martin Ratio Rank: 45

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.

VMGRX vs. BMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) and Bristol-Myers Squibb Company (BMY). 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.

	VMGRX	BMY	Difference
Sharpe ratio Return per unit of total volatility	0.23	0.31	-0.09
Sortino ratio Return per unit of downside risk	0.49	0.64	-0.15
Omega ratio Gain probability vs. loss probability	1.07	1.08	-0.01
Calmar ratio Return relative to maximum drawdown	0.27	0.25	+0.03
Martin ratio Return relative to average drawdown	0.93	0.39	+0.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VMGRX vs. BMY - Sharpe Ratio Comparison

The current VMGRX Sharpe Ratio is 0.23, which is comparable to the BMY Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of VMGRX and BMY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VMGRX	BMY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.23	0.31	-0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	0.15	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.38	0.12	+0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.35	-0.02

Correlation

The correlation between VMGRX and BMY is 0.35, 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.

Dividends

VMGRX vs. BMY - Dividend Comparison

VMGRX's dividend yield for the trailing twelve months is around 20.28%, more than BMY's 4.03% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VMGRX Vanguard Mid-Cap Growth Fund	20.28%	17.74%	1.80%	0.39%	0.26%	34.53%	6.30%	10.43%	14.53%	3.13%	0.67%	8.20%
BMY Bristol-Myers Squibb Company	4.03%	4.60%	4.24%	4.44%	3.00%	2.36%	3.69%	2.55%	3.08%	2.55%	1.95%	2.17%

Drawdowns

VMGRX vs. BMY - Drawdown Comparison

The maximum VMGRX drawdown since its inception was -71.74%, roughly equal to the maximum BMY drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for VMGRX and BMY.

Drawdown Indicators

	VMGRX	BMY	Difference
Max Drawdown Largest peak-to-trough decline	-71.74%	-72.03%	+0.29%
Max Drawdown (1Y) Largest decline over 1 year	-19.09%	-25.79%	+6.70%
Max Drawdown (5Y) Largest decline over 5 years	-39.71%	-47.67%	+7.96%
Max Drawdown (10Y) Largest decline over 10 years	-39.71%	-47.67%	+7.96%
Current Drawdown Current decline from peak	-15.80%	-12.07%	-3.73%
Average Drawdown Average peak-to-trough decline	-24.60%	-22.40%	-2.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.60%	16.06%	-10.46%

Volatility

VMGRX vs. BMY - Volatility Comparison

Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 8.29% compared to Bristol-Myers Squibb Company (BMY) at 6.68%. This indicates that VMGRX's price experiences larger fluctuations and is considered to be riskier than BMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VMGRX	BMY	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.29%	6.68%	+1.61%
Volatility (6M) Calculated over the trailing 6-month period	15.22%	19.39%	-4.17%
Volatility (1Y) Calculated over the trailing 1-year period	24.61%	28.61%	-4.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.23%	23.68%	-0.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.23%	25.08%	-2.85%