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WIREX vs. VTCAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WIREX vs. VTCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wireless Fund (WIREX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). The values are adjusted to include any dividend payments, if applicable.

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WIREX vs. VTCAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WIREX
Wireless Fund
-11.18%26.45%38.24%57.70%-34.76%23.22%41.12%37.03%-4.60%29.76%
VTCAX
Vanguard Communication Services Index Fund Admiral Shares
-10.02%26.27%33.10%44.73%-38.78%14.09%28.95%28.03%-16.51%-5.57%

Returns By Period

In the year-to-date period, WIREX achieves a -11.18% return, which is significantly lower than VTCAX's -10.02% return. Over the past 10 years, WIREX has outperformed VTCAX with an annualized return of 17.28%, while VTCAX has yielded a comparatively lower 8.09% annualized return.


WIREX

1D
-1.51%
1M
-9.44%
YTD
-11.18%
6M
-9.46%
1Y
28.92%
3Y*
26.56%
5Y*
14.08%
10Y*
17.28%

VTCAX

1D
0.56%
1M
-9.34%
YTD
-10.02%
6M
-6.89%
1Y
18.31%
3Y*
22.92%
5Y*
7.15%
10Y*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WIREX vs. VTCAX - Expense Ratio Comparison

WIREX has a 1.95% expense ratio, which is higher than VTCAX's 0.10% expense ratio.


Return for Risk

WIREX vs. VTCAX — Risk / Return Rank

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

WIREX
WIREX Risk / Return Rank: 6262
Overall Rank
WIREX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
WIREX Sortino Ratio Rank: 6666
Sortino Ratio Rank
WIREX Omega Ratio Rank: 6060
Omega Ratio Rank
WIREX Calmar Ratio Rank: 6969
Calmar Ratio Rank
WIREX Martin Ratio Rank: 5454
Martin Ratio Rank

VTCAX
VTCAX Risk / Return Rank: 4848
Overall Rank
VTCAX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
VTCAX Sortino Ratio Rank: 5656
Sortino Ratio Rank
VTCAX Omega Ratio Rank: 5151
Omega Ratio Rank
VTCAX Calmar Ratio Rank: 4444
Calmar Ratio Rank
VTCAX Martin Ratio Rank: 4040
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.

WIREX vs. VTCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wireless Fund (WIREX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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.


WIREXVTCAXDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.94

+0.15

Sortino ratio

Return per unit of downside risk

1.65

1.48

+0.17

Omega ratio

Gain probability vs. loss probability

1.23

1.20

+0.03

Calmar ratio

Return relative to maximum drawdown

1.57

1.11

+0.46

Martin ratio

Return relative to average drawdown

5.25

4.16

+1.09

WIREX vs. VTCAX - Sharpe Ratio Comparison

The current WIREX Sharpe Ratio is 1.09, which is comparable to the VTCAX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of WIREX and VTCAX, 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


WIREXVTCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

0.94

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.34

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.39

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.41

-0.40

Correlation

The correlation between WIREX and VTCAX is 0.75, 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

WIREX vs. VTCAX - Dividend Comparison

WIREX's dividend yield for the trailing twelve months is around 3.83%, more than VTCAX's 1.09% yield.


TTM20252024202320222021202020192018201720162015
WIREX
Wireless Fund
3.83%3.41%1.95%0.45%6.80%16.58%11.36%21.52%5.51%0.00%0.00%0.00%
VTCAX
Vanguard Communication Services Index Fund Admiral Shares
1.09%0.95%1.06%1.04%0.88%1.20%0.73%0.89%2.77%3.84%2.68%3.55%

Drawdowns

WIREX vs. VTCAX - Drawdown Comparison

The maximum WIREX drawdown since its inception was -98.24%, which is greater than VTCAX's maximum drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for WIREX and VTCAX.


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Drawdown Indicators


WIREXVTCAXDifference

Max Drawdown

Largest peak-to-trough decline

-98.24%

-57.11%

-41.13%

Max Drawdown (1Y)

Largest decline over 1 year

-16.20%

-13.56%

-2.64%

Max Drawdown (5Y)

Largest decline over 5 years

-98.24%

-46.58%

-51.66%

Max Drawdown (10Y)

Largest decline over 10 years

-98.24%

-46.58%

-51.66%

Current Drawdown

Current decline from peak

-97.44%

-13.08%

-84.36%

Average Drawdown

Average peak-to-trough decline

-60.77%

-11.96%

-48.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.84%

3.61%

+1.23%

Volatility

WIREX vs. VTCAX - Volatility Comparison

Wireless Fund (WIREX) has a higher volatility of 7.08% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 5.02%. This indicates that WIREX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WIREXVTCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

5.02%

+2.06%

Volatility (6M)

Calculated over the trailing 6-month period

16.19%

11.16%

+5.03%

Volatility (1Y)

Calculated over the trailing 1-year period

26.56%

20.09%

+6.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2,245.99%

21.23%

+2,224.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1,588.19%

20.95%

+1,567.24%