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VMSGX vs. MINT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VMSGX vs. MINT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VALIC Company I Mid Cap Strategic Growth Fund (VMSGX) and PIMCO Enhanced Short Maturity Active ETF (MINT). The values are adjusted to include any dividend payments, if applicable.

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VMSGX vs. MINT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VMSGX
VALIC Company I Mid Cap Strategic Growth Fund
-7.73%11.23%19.79%22.06%-23.40%16.87%34.60%37.63%-8.89%26.30%
MINT
PIMCO Enhanced Short Maturity Active ETF
0.91%4.74%5.94%6.26%-1.01%-0.03%1.62%3.34%1.72%1.86%

Returns By Period

In the year-to-date period, VMSGX achieves a -7.73% return, which is significantly lower than MINT's 0.91% return. Over the past 10 years, VMSGX has outperformed MINT with an annualized return of 11.97%, while MINT has yielded a comparatively lower 2.67% annualized return.


VMSGX

1D
-1.22%
1M
-9.87%
YTD
-7.73%
6M
-9.87%
1Y
10.56%
3Y*
11.49%
5Y*
5.20%
10Y*
11.97%

MINT

1D
0.01%
1M
0.22%
YTD
0.91%
6M
2.06%
1Y
4.54%
3Y*
5.51%
5Y*
3.32%
10Y*
2.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VMSGX vs. MINT - Expense Ratio Comparison

VMSGX has a 0.75% expense ratio, which is higher than MINT's 0.36% expense ratio.


Return for Risk

VMSGX vs. MINT — Risk / Return Rank

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

VMSGX
VMSGX Risk / Return Rank: 1717
Overall Rank
VMSGX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
VMSGX Sortino Ratio Rank: 2020
Sortino Ratio Rank
VMSGX Omega Ratio Rank: 1818
Omega Ratio Rank
VMSGX Calmar Ratio Rank: 1313
Calmar Ratio Rank
VMSGX Martin Ratio Rank: 1414
Martin Ratio Rank

MINT
MINT Risk / Return Rank: 100100
Overall Rank
MINT Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MINT Sortino Ratio Rank: 100100
Sortino Ratio Rank
MINT Omega Ratio Rank: 100100
Omega Ratio Rank
MINT Calmar Ratio Rank: 9999
Calmar Ratio Rank
MINT Martin Ratio Rank: 9999
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.

VMSGX vs. MINT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Mid Cap Strategic Growth Fund (VMSGX) and PIMCO Enhanced Short Maturity Active ETF (MINT). 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.


VMSGXMINTDifference

Sharpe ratio

Return per unit of total volatility

0.48

12.67

-12.19

Sortino ratio

Return per unit of downside risk

0.84

24.74

-23.91

Omega ratio

Gain probability vs. loss probability

1.11

9.74

-8.63

Calmar ratio

Return relative to maximum drawdown

0.35

28.46

-28.10

Martin ratio

Return relative to average drawdown

1.33

234.85

-233.51

VMSGX vs. MINT - Sharpe Ratio Comparison

The current VMSGX Sharpe Ratio is 0.48, which is lower than the MINT Sharpe Ratio of 12.67. The chart below compares the historical Sharpe Ratios of VMSGX and MINT, 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


VMSGXMINTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

12.67

-12.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

5.75

-5.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

2.84

-2.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

2.42

-2.13

Correlation

The correlation between VMSGX and MINT is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

VMSGX vs. MINT - Dividend Comparison

VMSGX's dividend yield for the trailing twelve months is around 8.62%, more than MINT's 4.48% yield.


TTM20252024202320222021202020192018201720162015
VMSGX
VALIC Company I Mid Cap Strategic Growth Fund
8.62%0.00%0.01%21.01%11.77%4.58%3.89%8.38%0.10%5.91%0.00%0.00%
MINT
PIMCO Enhanced Short Maturity Active ETF
4.48%4.63%5.22%4.91%1.90%0.44%1.15%2.65%2.32%1.61%1.35%0.88%

Drawdowns

VMSGX vs. MINT - Drawdown Comparison

The maximum VMSGX drawdown since its inception was -66.65%, which is greater than MINT's maximum drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for VMSGX and MINT.


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Drawdown Indicators


VMSGXMINTDifference

Max Drawdown

Largest peak-to-trough decline

-66.65%

-4.62%

-62.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.94%

-0.16%

-12.78%

Max Drawdown (5Y)

Largest decline over 5 years

-33.62%

-2.42%

-31.20%

Max Drawdown (10Y)

Largest decline over 10 years

-36.97%

-4.62%

-32.35%

Current Drawdown

Current decline from peak

-12.17%

0.00%

-12.17%

Average Drawdown

Average peak-to-trough decline

-15.18%

-0.17%

-15.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.70%

0.02%

+3.68%

Volatility

VMSGX vs. MINT - Volatility Comparison

VALIC Company I Mid Cap Strategic Growth Fund (VMSGX) has a higher volatility of 5.76% compared to PIMCO Enhanced Short Maturity Active ETF (MINT) at 0.08%. This indicates that VMSGX's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VMSGXMINTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.76%

0.08%

+5.68%

Volatility (6M)

Calculated over the trailing 6-month period

12.33%

0.18%

+12.15%

Volatility (1Y)

Calculated over the trailing 1-year period

21.68%

0.36%

+21.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.67%

0.58%

+20.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.81%

0.95%

+19.86%