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VSCGX vs. VFFVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VSCGX and VFFVX is 0.93, 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

VSCGX vs. VFFVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and Vanguard Target Retirement 2055 Fund (VFFVX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
121.97%
300.32%
VSCGX
VFFVX

Key characteristics

Sharpe Ratio

VSCGX:

1.47

VFFVX:

1.56

Sortino Ratio

VSCGX:

2.10

VFFVX:

2.17

Omega Ratio

VSCGX:

1.26

VFFVX:

1.29

Calmar Ratio

VSCGX:

1.33

VFFVX:

2.44

Martin Ratio

VSCGX:

8.36

VFFVX:

9.72

Ulcer Index

VSCGX:

1.05%

VFFVX:

1.78%

Daily Std Dev

VSCGX:

5.96%

VFFVX:

11.08%

Max Drawdown

VSCGX:

-30.62%

VFFVX:

-31.40%

Current Drawdown

VSCGX:

-2.40%

VFFVX:

-3.30%

Returns By Period

In the year-to-date period, VSCGX achieves a 7.78% return, which is significantly lower than VFFVX's 14.88% return. Over the past 10 years, VSCGX has underperformed VFFVX with an annualized return of 4.85%, while VFFVX has yielded a comparatively higher 8.68% annualized return.


VSCGX

YTD

7.78%

1M

-0.37%

6M

3.74%

1Y

8.26%

5Y*

4.08%

10Y*

4.85%

VFFVX

YTD

14.88%

1M

-0.87%

6M

5.63%

1Y

13.41%

5Y*

9.19%

10Y*

8.68%

Compare stocks, funds, or ETFs

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


VSCGX vs. VFFVX - Expense Ratio Comparison

VSCGX has a 0.12% expense ratio, which is higher than VFFVX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


VSCGX
Vanguard LifeStrategy Conservative Growth Fund
Expense ratio chart for VSCGX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
Expense ratio chart for VFFVX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

VSCGX vs. VFFVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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 VSCGX, currently valued at 1.47, compared to the broader market-1.000.001.002.003.004.001.471.56
The chart of Sortino ratio for VSCGX, currently valued at 2.10, compared to the broader market-2.000.002.004.006.008.0010.002.102.17
The chart of Omega ratio for VSCGX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.29
The chart of Calmar ratio for VSCGX, currently valued at 1.33, compared to the broader market0.002.004.006.008.0010.0012.0014.001.332.44
The chart of Martin ratio for VSCGX, currently valued at 8.36, compared to the broader market0.0020.0040.0060.008.369.72
VSCGX
VFFVX

The current VSCGX Sharpe Ratio is 1.47, which is comparable to the VFFVX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of VSCGX and VFFVX, 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 Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.47
1.56
VSCGX
VFFVX

Dividends

VSCGX vs. VFFVX - Dividend Comparison

VSCGX's dividend yield for the trailing twelve months is around 3.09%, more than VFFVX's 1.90% yield.


TTM20232022202120202019201820172016201520142013
VSCGX
Vanguard LifeStrategy Conservative Growth Fund
3.09%2.93%2.05%1.98%1.73%2.58%2.70%2.21%2.22%2.19%2.16%1.96%
VFFVX
Vanguard Target Retirement 2055 Fund
1.90%2.18%2.10%2.10%1.60%2.15%2.35%1.83%1.99%1.92%1.73%1.57%

Drawdowns

VSCGX vs. VFFVX - Drawdown Comparison

The maximum VSCGX drawdown since its inception was -30.62%, roughly equal to the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for VSCGX and VFFVX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.40%
-3.30%
VSCGX
VFFVX

Volatility

VSCGX vs. VFFVX - Volatility Comparison

The current volatility for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) is 1.91%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 3.15%. This indicates that VSCGX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
1.91%
3.15%
VSCGX
VFFVX
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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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