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

Correlation

The correlation between VWUSX and VQNPX is 0.80, 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

VWUSX vs. VQNPX - Performance Comparison

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

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Key characteristics

Daily Std Dev

VWUSX:

26.47%

VQNPX:

9.12%

Max Drawdown

VWUSX:

-71.26%

VQNPX:

-0.76%

Current Drawdown

VWUSX:

-10.82%

VQNPX:

-0.23%

Returns By Period


VWUSX

YTD

-4.91%

1M

9.23%

6M

-4.52%

1Y

13.19%

5Y*

13.14%

10Y*

13.37%

VQNPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VWUSX vs. VQNPX - Expense Ratio Comparison

VWUSX has a 0.38% expense ratio, which is higher than VQNPX's 0.32% expense ratio.


Risk-Adjusted Performance

VWUSX vs. VQNPX — Risk-Adjusted Performance Rank

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

VWUSX
The Risk-Adjusted Performance Rank of VWUSX is 5959
Overall Rank
The Sharpe Ratio Rank of VWUSX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VWUSX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of VWUSX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of VWUSX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VWUSX is 5555
Martin Ratio Rank

VQNPX
The Risk-Adjusted Performance Rank of VQNPX is 2020
Overall Rank
The Sharpe Ratio Rank of VQNPX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of VQNPX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of VQNPX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of VQNPX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of VQNPX is 2020
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.

VWUSX vs. VQNPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth and Income Fund Investor Shares (VQNPX). 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

VWUSX vs. VQNPX - Dividend Comparison

VWUSX's dividend yield for the trailing twelve months is around 4.83%, less than VQNPX's 11.99% yield.


TTM20242023202220212020201920182017201620152014
VWUSX
Vanguard U.S. Growth Fund Investor Shares
4.83%4.60%0.28%0.37%13.39%3.90%4.05%9.65%5.03%1.52%8.95%8.28%
VQNPX
Vanguard Growth and Income Fund Investor Shares
11.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWUSX vs. VQNPX - Drawdown Comparison

The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VQNPX's maximum drawdown of -0.76%. Use the drawdown chart below to compare losses from any high point for VWUSX and VQNPX. For additional features, visit the drawdowns tool.


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Volatility

VWUSX vs. VQNPX - Volatility Comparison


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