VQNPX vs. CSOIX
VQNPX (Vanguard Growth and Income Fund Investor Shares) and CSOIX (Credit Suisse Strategic Income Fund) are both mutual funds - VQNPX is a Large Cap Blend Equities fund managed by Vanguard, while CSOIX is a High Yield Bonds fund managed by Credit Suisse. Over the past 10 years, VQNPX returned 15.30%/yr vs 5.72%/yr for CSOIX. At a 0.34 correlation, their price movements are largely independent. VQNPX charges 0.32%/yr vs 0.79%/yr for CSOIX.
Performance
VQNPX vs. CSOIX - Performance Comparison
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Returns By Period
In the year-to-date period, VQNPX achieves a 10.42% return, which is significantly higher than CSOIX's -0.30% return. Over the past 10 years, VQNPX has outperformed CSOIX with an annualized return of 15.30%, while CSOIX has yielded a comparatively lower 5.72% annualized return.
VQNPX
- 1D
- 0.05%
- 1M
- 5.79%
- YTD
- 10.42%
- 6M
- 10.71%
- 1Y
- 28.67%
- 3Y*
- 23.06%
- 5Y*
- 14.15%
- 10Y*
- 15.30%
CSOIX
- 1D
- 0.00%
- 1M
- 0.11%
- YTD
- -0.30%
- 6M
- 0.28%
- 1Y
- 3.30%
- 3Y*
- 7.11%
- 5Y*
- 3.94%
- 10Y*
- 5.72%
VQNPX vs. CSOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 10.42% | 19.13% | 25.72% | 24.72% | -17.26% | 28.74% | 17.90% | 29.66% | -4.70% | 19.82% |
CSOIX Credit Suisse Strategic Income Fund | -0.30% | 5.66% | 8.26% | 12.62% | -7.23% | 5.47% | 4.77% | 10.17% | -0.72% | 8.21% |
Correlation
The correlation between VQNPX and CSOIX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.34 |
The correlation between VQNPX and CSOIX shifts across timeframes, from 0.34 (all time) to 0.47 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VQNPX vs. CSOIX — Risk / Return Rank
VQNPX
CSOIX
VQNPX vs. CSOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) and Credit Suisse Strategic Income Fund (CSOIX). 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.
| VQNPX | CSOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.30 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 1.16 | +1.87 |
| Martin ratioReturn relative to average drawdown | 13.65 | 4.27 | +9.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VQNPX | CSOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.36 | 1.25 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 1.19 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 1.43 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.44 | -0.82 |
Drawdowns
VQNPX vs. CSOIX - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -55.93%, which is greater than CSOIX's maximum drawdown of -20.04%. Use the drawdown chart below to compare losses from any high point for VQNPX and CSOIX.
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Drawdown Indicators
| VQNPX | CSOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.93% | -20.04% | -35.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -2.86% | -6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -19.68% | -2.92% | -16.76% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -10.39% | -12.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -20.04% | -14.29% |
Current DrawdownCurrent decline from peak | 0.00% | -0.30% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -1.48% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 0.77% | +1.39% |
Volatility
VQNPX vs. CSOIX - Volatility Comparison
Vanguard Growth and Income Fund Investor Shares (VQNPX) has a higher volatility of 3.04% compared to Credit Suisse Strategic Income Fund (CSOIX) at 0.55%. This indicates that VQNPX's price experiences larger fluctuations and is considered to be riskier than CSOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VQNPX | CSOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 0.55% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 2.01% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.54% | 2.64% | +9.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 3.34% | +13.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 4.01% | +14.21% |
VQNPX vs. CSOIX - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is lower than CSOIX's 0.79% expense ratio.
Dividends
VQNPX vs. CSOIX - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 9.60%, more than CSOIX's 5.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSOIX Credit Suisse Strategic Income Fund | 5.92% | 7.12% | 7.05% | 6.72% | 4.39% | 3.92% | 4.95% | 5.35% | 5.45% | 5.18% | 7.19% | 6.86% |
VQNPX Vanguard Growth and Income Fund Investor Shares | 9.60% | 10.60% | 11.56% | 8.60% | 9.69% | 15.16% | 6.53% | 4.09% | 7.92% | 5.01% | 6.90% | 7.60% |
Frequently Asked Questions
VQNPX and CSOIX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VQNPX has higher volatility (3.04%) compared to CSOIX (0.55%). In terms of maximum drawdown, VQNPX dropped -55.93% vs CSOIX's -20.04%.
VQNPX currently has the higher Sharpe Ratio (2.35 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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