VWIGX vs. BLUEX
Compare and contrast key facts about Vanguard International Growth Fund Investor Shares (VWIGX) and AMG Veritas Global Real Return Fund (BLUEX).
VWIGX is managed by Vanguard. It was launched on Sep 30, 1981. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
VWIGX vs. BLUEX - Performance Comparison
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VWIGX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWIGX Vanguard International Growth Fund Investor Shares | -5.16% | 19.96% | 9.07% | 14.65% | -30.86% | -11.18% | 59.57% | 31.36% | -12.68% | 42.98% |
BLUEX AMG Veritas Global Real Return Fund | -8.68% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, VWIGX achieves a -5.16% return, which is significantly higher than BLUEX's -8.68% return. Both investments have delivered pretty close results over the past 10 years, with VWIGX having a 9.10% annualized return and BLUEX not far ahead at 9.35%.
VWIGX
- 1D
- 3.81%
- 1M
- -6.64%
- YTD
- -5.16%
- 6M
- -6.63%
- 1Y
- 12.09%
- 3Y*
- 8.16%
- 5Y*
- -2.88%
- 10Y*
- 9.10%
BLUEX
- 1D
- 1.10%
- 1M
- -5.47%
- YTD
- -8.68%
- 6M
- -9.03%
- 1Y
- -7.28%
- 3Y*
- 2.73%
- 5Y*
- 0.53%
- 10Y*
- 9.35%
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VWIGX vs. BLUEX - Expense Ratio Comparison
VWIGX has a 0.43% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
VWIGX vs. BLUEX — Risk / Return Rank
VWIGX
BLUEX
VWIGX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Growth Fund Investor Shares (VWIGX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| VWIGX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | -0.66 | +1.25 |
Sortino ratioReturn per unit of downside risk | 0.96 | -0.89 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.89 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | -0.69 | +1.44 |
Martin ratioReturn relative to average drawdown | 2.52 | -2.40 | +4.92 |
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
| VWIGX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | -0.66 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.05 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.57 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.49 | -0.02 |
Correlation
The correlation between VWIGX and BLUEX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VWIGX vs. BLUEX - Dividend Comparison
VWIGX's dividend yield for the trailing twelve months is around 7.11%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIGX Vanguard International Growth Fund Investor Shares | 7.11% | 6.74% | 9.68% | 1.82% | 6.90% | 2.36% | 2.28% | 1.20% | 5.34% | 0.84% | 1.26% | 1.39% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
VWIGX vs. BLUEX - Drawdown Comparison
The maximum VWIGX drawdown since its inception was -59.58%, which is greater than BLUEX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for VWIGX and BLUEX.
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Drawdown Indicators
| VWIGX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.58% | -54.27% | -5.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -12.19% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -52.69% | -21.87% | -30.82% |
Max Drawdown (10Y)Largest decline over 10 years | -53.25% | -29.06% | -24.19% |
Current DrawdownCurrent decline from peak | -22.72% | -10.58% | -12.14% |
Average DrawdownAverage peak-to-trough decline | -13.78% | -13.39% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.51% | +0.68% |
Volatility
VWIGX vs. BLUEX - Volatility Comparison
Vanguard International Growth Fund Investor Shares (VWIGX) has a higher volatility of 8.98% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.64%. This indicates that VWIGX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWIGX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 3.64% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 7.31% | +6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 11.01% | +10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.24% | 10.50% | +12.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 16.57% | +4.96% |