ADLIX vs. VOW3.DE
Compare and contrast key facts about AMG Beutel Goodman Core Plus Bond Fund (ADLIX) and Volkswagen AG (VOW3.DE).
ADLIX is managed by AMG. It was launched on Jul 18, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADLIX or VOW3.DE.
Key characteristics
| ADLIX | VOW3.DE | |
|---|---|---|
| YTD Return | -2.61% | 3.00% |
| 1Y Return | -1.70% | 0.38% |
| 3Y Return (Ann) | -3.74% | -10.37% |
| 5Y Return (Ann) | -0.59% | 0.74% |
| 10Y Return (Ann) | 1.26% | -0.55% |
| Sharpe Ratio | -0.12 | -0.13 |
| Daily Std Dev | 6.74% | 21.50% |
| Max Drawdown | -18.17% | -77.22% |
| Current Drawdown | -13.03% | -37.05% |
Correlation
The correlation between ADLIX and VOW3.DE is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ADLIX vs. VOW3.DE - Performance Comparison
In the year-to-date period, ADLIX achieves a -2.61% return, which is significantly lower than VOW3.DE's 3.00% return. Over the past 10 years, ADLIX has outperformed VOW3.DE with an annualized return of 1.26%, while VOW3.DE has yielded a comparatively lower -0.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ADLIX vs. VOW3.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Beutel Goodman Core Plus Bond Fund (ADLIX) and Volkswagen AG (VOW3.DE). 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.
Dividends
ADLIX vs. VOW3.DE - Dividend Comparison
ADLIX's dividend yield for the trailing twelve months is around 4.37%, less than VOW3.DE's 7.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADLIX AMG Beutel Goodman Core Plus Bond Fund | 4.37% | 4.04% | 3.94% | 2.55% | 3.10% | 3.53% | 3.81% | 3.23% | 3.57% | 3.88% | 3.97% | 3.72% |
VOW3.DE Volkswagen AG | 7.61% | 7.84% | 22.87% | 2.74% | 3.19% | 2.76% | 2.85% | 1.24% | 0.13% | 3.63% | 2.20% | 1.74% |
Drawdowns
ADLIX vs. VOW3.DE - Drawdown Comparison
The maximum ADLIX drawdown since its inception was -18.17%, smaller than the maximum VOW3.DE drawdown of -77.22%. Use the drawdown chart below to compare losses from any high point for ADLIX and VOW3.DE. For additional features, visit the drawdowns tool.
Volatility
ADLIX vs. VOW3.DE - Volatility Comparison
The current volatility for AMG Beutel Goodman Core Plus Bond Fund (ADLIX) is 2.01%, while Volkswagen AG (VOW3.DE) has a volatility of 7.67%. This indicates that ADLIX experiences smaller price fluctuations and is considered to be less risky than VOW3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.