ADJEX vs. VIIIX

In the year-to-date period, ADJEX achieves a -1.31% return, which is significantly lower than VIIIX's 1.21% return. Over the past 10 years, ADJEX has underperformed VIIIX with an annualized return of 7.01%, while VIIIX has yielded a comparatively higher 12.86% annualized return.

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ADJEX has a 0.99% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Azzad Ethical Fund (ADJEX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.

The current ADJEX Sharpe Ratio is -0.25, which is lower than the VIIIX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of ADJEX and VIIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADJEX's dividend yield for the trailing twelve months is around 5.54%, more than VIIIX's 2.54% yield.

The maximum ADJEX drawdown since its inception was -55.91%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for ADJEX and VIIIX.

Azzad Ethical Fund (ADJEX) has a higher volatility of 6.14% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.70%. This indicates that ADJEX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.