Correlation
The correlation between AGAQX and SCHD is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
AGAQX vs. SCHD
Compare and contrast key facts about 361 Global Long/Short Equity Fund (AGAQX) and Schwab US Dividend Equity ETF (SCHD).
AGAQX is managed by 361 Funds. It was launched on Dec 11, 2014. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGAQX or SCHD.
Performance
AGAQX vs. SCHD - Performance Comparison
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Key characteristics
Returns By Period
AGAQX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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AGAQX vs. SCHD - Expense Ratio Comparison
AGAQX has a 1.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AGAQX vs. SCHD — Risk-Adjusted Performance Rank
AGAQX
SCHD
AGAQX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 361 Global Long/Short Equity Fund (AGAQX) and Schwab US Dividend Equity ETF (SCHD). 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
AGAQX vs. SCHD - Dividend Comparison
AGAQX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGAQX 361 Global Long/Short Equity Fund | 117.76% | 3.60% | 2.65% | 0.02% | 2.94% | 0.00% | 2.99% | 3.23% | 6.68% | 0.30% | 0.85% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AGAQX vs. SCHD - Drawdown Comparison
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Volatility
AGAQX vs. SCHD - Volatility Comparison
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