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VQNPX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VQNPX and VFIAX is 0.99, 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.


-0.50.00.51.01.0

Performance

VQNPX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.65%
7.40%
VQNPX
VFIAX

Key characteristics

Sharpe Ratio

VQNPX:

0.56

VFIAX:

1.75

Sortino Ratio

VQNPX:

0.74

VFIAX:

2.35

Omega Ratio

VQNPX:

1.14

VFIAX:

1.32

Calmar Ratio

VQNPX:

0.60

VFIAX:

2.66

Martin Ratio

VQNPX:

2.06

VFIAX:

10.99

Ulcer Index

VQNPX:

4.93%

VFIAX:

2.04%

Daily Std Dev

VQNPX:

18.33%

VFIAX:

12.89%

Max Drawdown

VQNPX:

-61.71%

VFIAX:

-55.20%

Current Drawdown

VQNPX:

-10.79%

VFIAX:

-2.12%

Returns By Period

In the year-to-date period, VQNPX achieves a 2.18% return, which is significantly lower than VFIAX's 2.41% return. Over the past 10 years, VQNPX has underperformed VFIAX with an annualized return of 5.52%, while VFIAX has yielded a comparatively higher 13.01% annualized return.


VQNPX

YTD

2.18%

1M

-1.78%

6M

-2.65%

1Y

7.56%

5Y*

4.84%

10Y*

5.52%

VFIAX

YTD

2.41%

1M

-1.09%

6M

7.40%

1Y

19.76%

5Y*

14.24%

10Y*

13.01%

*Annualized

Compare stocks, funds, or ETFs

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


VQNPX vs. VFIAX - Expense Ratio Comparison

VQNPX has a 0.32% expense ratio, which is higher than VFIAX's 0.04% expense ratio.


VQNPX
Vanguard Growth and Income Fund Investor Shares
Expense ratio chart for VQNPX: current value at 0.32% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.32%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

VQNPX vs. VFIAX — Risk-Adjusted Performance Rank

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

VQNPX
The Risk-Adjusted Performance Rank of VQNPX is 3333
Overall Rank
The Sharpe Ratio Rank of VQNPX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of VQNPX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of VQNPX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of VQNPX is 4747
Calmar Ratio Rank
The Martin Ratio Rank of VQNPX is 3333
Martin Ratio Rank

VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 8686
Overall Rank
The Sharpe Ratio Rank of VFIAX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VQNPX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 VQNPX, currently valued at 0.56, compared to the broader market-1.000.001.002.003.004.000.561.75
The chart of Sortino ratio for VQNPX, currently valued at 0.74, compared to the broader market0.002.004.006.008.0010.0012.000.742.35
The chart of Omega ratio for VQNPX, currently valued at 1.14, compared to the broader market1.002.003.004.001.141.32
The chart of Calmar ratio for VQNPX, currently valued at 0.60, compared to the broader market0.005.0010.0015.0020.000.602.66
The chart of Martin ratio for VQNPX, currently valued at 2.06, compared to the broader market0.0020.0040.0060.0080.002.0610.99
VQNPX
VFIAX

The current VQNPX Sharpe Ratio is 0.56, which is lower than the VFIAX Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of VQNPX and VFIAX, 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.56
1.75
VQNPX
VFIAX

Dividends

VQNPX vs. VFIAX - Dividend Comparison

VQNPX's dividend yield for the trailing twelve months is around 0.94%, less than VFIAX's 1.21% yield.


TTM20242023202220212020201920182017201620152014
VQNPX
Vanguard Growth and Income Fund Investor Shares
0.94%0.96%1.20%1.64%1.15%1.36%1.58%1.79%1.47%2.07%1.87%1.65%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.21%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

VQNPX vs. VFIAX - Drawdown Comparison

The maximum VQNPX drawdown since its inception was -61.71%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VQNPX and VFIAX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.79%
-2.12%
VQNPX
VFIAX

Volatility

VQNPX vs. VFIAX - Volatility Comparison

Vanguard Growth and Income Fund Investor Shares (VQNPX) has a higher volatility of 3.86% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.43%. This indicates that VQNPX's price experiences larger fluctuations and is considered to be riskier than VFIAX 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%12.00%14.00%SeptemberOctoberNovemberDecember2025February
3.86%
3.43%
VQNPX
VFIAX
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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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