VOLMX vs. VOOG

In the year-to-date period, VOLMX achieves a 2.06% return, which is significantly higher than VOOG's 1.35% return. Over the past 10 years, VOLMX has underperformed VOOG with an annualized return of 2.13%, while VOOG has yielded a comparatively higher 15.48% annualized return.

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VOLMX has a 1.89% expense ratio, which is higher than VOOG's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) and Vanguard S&P 500 Growth ETF (VOOG). 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 0.58, which is lower than the VOOG Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of VOLMX and VOOG, 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 VOOG's dividend yield for the trailing twelve months is around 0.48%.

The maximum VOLMX drawdown since its inception was -49.43%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VOLMX and VOOG. For additional features, visit the drawdowns tool.

Volumetric Fund (VOLMX) has a higher volatility of 8.36% compared to Vanguard S&P 500 Growth ETF (VOOG) at 6.13%. This indicates that VOLMX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.