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VPCCX vs. VWUSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VPCCX and VWUSX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

VPCCX vs. VWUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-5.74%
10.41%
VPCCX
VWUSX

Key characteristics

Sharpe Ratio

VPCCX:

0.48

VWUSX:

1.45

Sortino Ratio

VPCCX:

0.68

VWUSX:

1.87

Omega Ratio

VPCCX:

1.11

VWUSX:

1.28

Calmar Ratio

VPCCX:

0.66

VWUSX:

1.39

Martin Ratio

VPCCX:

2.44

VWUSX:

8.86

Ulcer Index

VPCCX:

3.15%

VWUSX:

3.33%

Daily Std Dev

VPCCX:

16.00%

VWUSX:

20.39%

Max Drawdown

VPCCX:

-47.53%

VWUSX:

-71.26%

Current Drawdown

VPCCX:

-9.81%

VWUSX:

-6.76%

Returns By Period

In the year-to-date period, VPCCX achieves a 6.58% return, which is significantly lower than VWUSX's 29.37% return. Over the past 10 years, VPCCX has underperformed VWUSX with an annualized return of 10.72%, while VWUSX has yielded a comparatively higher 14.37% annualized return.


VPCCX

YTD

6.58%

1M

-7.95%

6M

-5.74%

1Y

7.33%

5Y*

9.92%

10Y*

10.72%

VWUSX

YTD

29.37%

1M

-1.29%

6M

10.41%

1Y

29.53%

5Y*

15.23%

10Y*

14.37%

Compare stocks, funds, or ETFs

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


VPCCX vs. VWUSX - Expense Ratio Comparison

VPCCX has a 0.46% expense ratio, which is higher than VWUSX's 0.38% expense ratio.


VPCCX
Vanguard PRIMECAP Core Fund
Expense ratio chart for VPCCX: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%
Expense ratio chart for VWUSX: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%

Risk-Adjusted Performance

VPCCX vs. VWUSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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 VPCCX, currently valued at 0.48, compared to the broader market-1.000.001.002.003.004.000.481.45
The chart of Sortino ratio for VPCCX, currently valued at 0.68, compared to the broader market-2.000.002.004.006.008.0010.000.681.87
The chart of Omega ratio for VPCCX, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.003.501.111.28
The chart of Calmar ratio for VPCCX, currently valued at 0.66, compared to the broader market0.002.004.006.008.0010.0012.000.661.39
The chart of Martin ratio for VPCCX, currently valued at 2.44, compared to the broader market0.0020.0040.0060.002.448.86
VPCCX
VWUSX

The current VPCCX Sharpe Ratio is 0.48, which is lower than the VWUSX Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of VPCCX and VWUSX, 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 Ratio0.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.48
1.45
VPCCX
VWUSX

Dividends

VPCCX vs. VWUSX - Dividend Comparison

Neither VPCCX nor VWUSX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
VPCCX
Vanguard PRIMECAP Core Fund
0.00%1.25%1.34%0.70%1.23%1.39%1.38%1.07%1.25%1.17%1.25%0.92%
VWUSX
Vanguard U.S. Growth Fund Investor Shares
0.00%0.28%0.37%0.00%0.03%0.35%0.39%0.40%0.42%0.49%0.65%0.39%

Drawdowns

VPCCX vs. VWUSX - Drawdown Comparison

The maximum VPCCX drawdown since its inception was -47.53%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VPCCX and VWUSX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.81%
-6.76%
VPCCX
VWUSX

Volatility

VPCCX vs. VWUSX - Volatility Comparison

Vanguard PRIMECAP Core Fund (VPCCX) has a higher volatility of 10.10% compared to Vanguard U.S. Growth Fund Investor Shares (VWUSX) at 9.52%. This indicates that VPCCX's price experiences larger fluctuations and is considered to be riskier than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
10.10%
9.52%
VPCCX
VWUSX
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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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