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VWUSX vs. GAFFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VWUSX vs. GAFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard U.S. Growth Fund Investor Shares (VWUSX) and American Funds Growth Fund of Amer F3 (GAFFX). The values are adjusted to include any dividend payments, if applicable.

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VWUSX vs. GAFFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VWUSX
Vanguard U.S. Growth Fund Investor Shares
-11.82%15.39%31.65%45.17%-39.64%35.76%58.63%45.61%0.65%26.38%
GAFFX
American Funds Growth Fund of Amer F3
-8.00%20.09%28.41%37.68%-30.54%19.67%38.31%28.57%-2.89%20.76%

Returns By Period

In the year-to-date period, VWUSX achieves a -11.82% return, which is significantly lower than GAFFX's -8.00% return.


VWUSX

1D
3.81%
1M
-5.57%
YTD
-11.82%
6M
-12.37%
1Y
12.32%
3Y*
18.86%
5Y*
9.63%
10Y*
17.34%

GAFFX

1D
3.55%
1M
-6.33%
YTD
-8.00%
6M
-7.02%
1Y
17.18%
3Y*
20.63%
5Y*
9.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VWUSX vs. GAFFX - Expense Ratio Comparison

VWUSX has a 0.38% expense ratio, which is higher than GAFFX's 0.30% expense ratio.


Return for Risk

VWUSX vs. GAFFX — Risk / Return Rank

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

VWUSX
VWUSX Risk / Return Rank: 2222
Overall Rank
VWUSX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VWUSX Sortino Ratio Rank: 2323
Sortino Ratio Rank
VWUSX Omega Ratio Rank: 2222
Omega Ratio Rank
VWUSX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VWUSX Martin Ratio Rank: 2020
Martin Ratio Rank

GAFFX
GAFFX Risk / Return Rank: 4444
Overall Rank
GAFFX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GAFFX Sortino Ratio Rank: 4343
Sortino Ratio Rank
GAFFX Omega Ratio Rank: 4242
Omega Ratio Rank
GAFFX Calmar Ratio Rank: 5050
Calmar Ratio Rank
GAFFX Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VWUSX vs. GAFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and American Funds Growth Fund of Amer F3 (GAFFX). 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.


VWUSXGAFFXDifference

Sharpe ratio

Return per unit of total volatility

0.57

0.86

-0.29

Sortino ratio

Return per unit of downside risk

0.98

1.37

-0.39

Omega ratio

Gain probability vs. loss probability

1.14

1.20

-0.06

Calmar ratio

Return relative to maximum drawdown

0.68

1.29

-0.62

Martin ratio

Return relative to average drawdown

2.20

4.90

-2.71

VWUSX vs. GAFFX - Sharpe Ratio Comparison

The current VWUSX Sharpe Ratio is 0.57, which is lower than the GAFFX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of VWUSX and GAFFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VWUSXGAFFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

0.86

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.46

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.71

-0.31

Correlation

The correlation between VWUSX and GAFFX is 0.96, 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.


Dividends

VWUSX vs. GAFFX - Dividend Comparison

VWUSX's dividend yield for the trailing twelve months is around 10.62%, less than GAFFX's 11.96% yield.


TTM20252024202320222021202020192018201720162015
VWUSX
Vanguard U.S. Growth Fund Investor Shares
10.62%9.37%4.60%0.28%0.37%30.03%3.90%11.66%9.65%4.63%1.52%8.95%
GAFFX
American Funds Growth Fund of Amer F3
11.96%11.00%9.30%7.71%4.45%8.50%4.58%7.47%12.37%7.36%0.00%0.00%

Drawdowns

VWUSX vs. GAFFX - Drawdown Comparison

The maximum VWUSX drawdown since its inception was -73.31%, which is greater than GAFFX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for VWUSX and GAFFX.


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Drawdown Indicators


VWUSXGAFFXDifference

Max Drawdown

Largest peak-to-trough decline

-73.31%

-36.19%

-37.12%

Max Drawdown (1Y)

Largest decline over 1 year

-19.15%

-13.71%

-5.44%

Max Drawdown (5Y)

Largest decline over 5 years

-42.18%

-36.19%

-5.99%

Max Drawdown (10Y)

Largest decline over 10 years

-42.18%

Current Drawdown

Current decline from peak

-16.06%

-10.64%

-5.42%

Average Drawdown

Average peak-to-trough decline

-22.89%

-7.51%

-15.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.91%

3.62%

+2.29%

Volatility

VWUSX vs. GAFFX - Volatility Comparison

Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 7.11% compared to American Funds Growth Fund of Amer F3 (GAFFX) at 6.76%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than GAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VWUSXGAFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.11%

6.76%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

13.35%

12.14%

+1.21%

Volatility (1Y)

Calculated over the trailing 1-year period

23.65%

21.02%

+2.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.96%

20.23%

+6.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.60%

20.22%

+4.38%