VOLMX vs. VIVAX

In the year-to-date period, VOLMX achieves a -3.27% return, which is significantly lower than VIVAX's 1.86% return. Over the past 10 years, VOLMX has underperformed VIVAX with an annualized return of 1.27%, while VIVAX has yielded a comparatively higher 9.79% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VOLMX has a 1.89% expense ratio, which is higher than VIVAX's 0.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) and Vanguard Value Index Fund (VIVAX). 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.

The current VOLMX Sharpe Ratio is -0.25, which is lower than the VIVAX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of VOLMX and VIVAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VOLMX has not paid dividends to shareholders, while VIVAX's dividend yield for the trailing twelve months is around 2.16%.

The maximum VOLMX drawdown since its inception was -49.43%, smaller than the maximum VIVAX drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for VOLMX and VIVAX. For additional features, visit the drawdowns tool.

The current volatility for Volumetric Fund (VOLMX) is 4.41%, while Vanguard Value Index Fund (VIVAX) has a volatility of 4.70%. This indicates that VOLMX experiences smaller price fluctuations and is considered to be less risky than VIVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.