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VTUIX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VTUIX vs. VIGAX

Last updated May 19, 2025

Compare and contrast key facts about Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).

VTUIX is managed by Vontobel. It was launched on Mar 27, 2018. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTUIX or VIGAX.

Correlation

The correlation between VTUIX and VIGAX is 0.90, 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.

Performance

VTUIX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VTUIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIGAX

YTD

1.34%

1M

18.01%

6M

4.68%

1Y

19.14%

5Y*

18.16%

10Y*

15.29%

*Annualized

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VTUIX vs. VIGAX - Expense Ratio Comparison

VTUIX has a 0.65% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

VTUIX
Vontobel U.S. Equity Institutional Fund
VIGAX
Vanguard Growth Index Fund Admiral Shares

Risk-Adjusted Performance

VTUIX vs. VIGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VTUIX
The Risk-Adjusted Performance Rank of VTUIX is 7474
Overall Rank
The Sharpe Ratio Rank of VTUIX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of VTUIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VTUIX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of VTUIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VTUIX is 9797
Martin Ratio Rank
VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 7474
Overall Rank
The Sharpe Ratio Rank of VIGAX is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 7272
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.

VTUIX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.

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Dividends

VTUIX vs. VIGAX - Dividend Comparison

VTUIX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.46%.

TTM20242023202220212020201920182017201620152014
VTUIX
Vontobel U.S. Equity Institutional Fund		0.62%0.62%0.53%0.36%0.36%0.29%0.65%0.73%0.00%0.00%0.00%0.00%
VIGAX
Vanguard Growth Index Fund Admiral Shares		0.46%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%

Drawdowns

VTUIX vs. VIGAX - Drawdown Comparison

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Volatility

VTUIX vs. VIGAX - Volatility Comparison

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