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^AW05 vs. VTSAX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^AW05 and VTSAX is 0.85, 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.


-0.50.00.51.00.8

Performance

^AW05 vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FTSE All World ex South Africa Index (^AW05) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.47%
11.43%
^AW05
VTSAX

Key characteristics

Sharpe Ratio

^AW05:

1.89

VTSAX:

2.12

Sortino Ratio

^AW05:

2.52

VTSAX:

2.82

Omega Ratio

^AW05:

1.35

VTSAX:

1.39

Calmar Ratio

^AW05:

2.34

VTSAX:

3.19

Martin Ratio

^AW05:

10.78

VTSAX:

13.51

Ulcer Index

^AW05:

1.79%

VTSAX:

2.02%

Daily Std Dev

^AW05:

10.09%

VTSAX:

12.86%

Max Drawdown

^AW05:

-59.47%

VTSAX:

-55.34%

Current Drawdown

^AW05:

-2.00%

VTSAX:

-1.45%

Returns By Period

In the year-to-date period, ^AW05 achieves a 17.43% return, which is significantly lower than VTSAX's 26.93% return. Over the past 10 years, ^AW05 has underperformed VTSAX with an annualized return of 7.14%, while VTSAX has yielded a comparatively higher 12.65% annualized return.


^AW05

YTD

17.43%

1M

0.30%

6M

6.45%

1Y

18.41%

5Y*

8.32%

10Y*

7.14%

VTSAX

YTD

26.93%

1M

0.51%

6M

11.76%

1Y

27.29%

5Y*

14.35%

10Y*

12.65%

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Risk-Adjusted Performance

^AW05 vs. VTSAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FTSE All World ex South Africa Index (^AW05) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.


Sharpe ratio
The chart of Sharpe ratio for ^AW05, currently valued at 1.89, compared to the broader market-0.500.000.501.001.502.002.501.892.29
The chart of Sortino ratio for ^AW05, currently valued at 2.52, compared to the broader market-1.000.001.002.003.002.523.02
The chart of Omega ratio for ^AW05, currently valued at 1.35, compared to the broader market0.901.001.101.201.301.401.351.43
The chart of Calmar ratio for ^AW05, currently valued at 2.34, compared to the broader market0.001.002.003.002.343.41
The chart of Martin ratio for ^AW05, currently valued at 10.78, compared to the broader market0.005.0010.0015.0010.7814.59
^AW05
VTSAX

The current ^AW05 Sharpe Ratio is 1.89, which is comparable to the VTSAX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of ^AW05 and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.89
2.29
^AW05
VTSAX

Drawdowns

^AW05 vs. VTSAX - Drawdown Comparison

The maximum ^AW05 drawdown since its inception was -59.47%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for ^AW05 and VTSAX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.00%
-1.45%
^AW05
VTSAX

Volatility

^AW05 vs. VTSAX - Volatility Comparison

The current volatility for FTSE All World ex South Africa Index (^AW05) is 2.91%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.14%. This indicates that ^AW05 experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.91%
4.14%
^AW05
VTSAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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