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ACR vs. FNDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ACR vs. FNDX

Last updated May 12, 2025

Compare and contrast key facts about ACRES Commercial Realty Corp. (ACR) and Schwab Fundamental U.S. Large Company Index ETF (FNDX).

FNDX is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental U.S. Large Company Index. It was launched on Aug 15, 2013.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACR or FNDX.

Correlation

The correlation between ACR and FNDX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ACR vs. FNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ACRES Commercial Realty Corp. (ACR) and Schwab Fundamental U.S. Large Company Index ETF (FNDX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ACR:

13.28%

FNDX:

8.66%

Max Drawdown

ACR:

-1.97%

FNDX:

-0.61%

Current Drawdown

ACR:

-1.97%

FNDX:

0.00%

Returns By Period

ACR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FNDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

ACR vs. FNDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ACR
The Risk-Adjusted Performance Rank of ACR is 7979
Overall Rank
The Sharpe Ratio Rank of ACR is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ACR is 7676
Sortino Ratio Rank
The Omega Ratio Rank of ACR is 7777
Omega Ratio Rank
The Calmar Ratio Rank of ACR is 7272
Calmar Ratio Rank
The Martin Ratio Rank of ACR is 8383
Martin Ratio Rank
FNDX
The Risk-Adjusted Performance Rank of FNDX is 6363
Overall Rank
The Sharpe Ratio Rank of FNDX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of FNDX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of FNDX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of FNDX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of FNDX is 6666
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.

ACR vs. FNDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ACRES Commercial Realty Corp. (ACR) and Schwab Fundamental U.S. Large Company Index ETF (FNDX). 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

ACR vs. FNDX - Dividend Comparison

ACR has not paid dividends to shareholders, while FNDX's dividend yield for the trailing twelve months is around 1.85%.

TTM20242023202220212020201920182017201620152014
ACR
ACRES Commercial Realty Corp.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FNDX
Schwab Fundamental U.S. Large Company Index ETF		1.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ACR vs. FNDX - Drawdown Comparison

The maximum ACR drawdown since its inception was -1.97%, which is greater than FNDX's maximum drawdown of -0.61%. Use the drawdown chart below to compare losses from any high point for ACR and FNDX. For additional features, visit the drawdowns tool.

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Volatility

ACR vs. FNDX - Volatility Comparison

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