AIRC vs. VWUAX
Compare and contrast key facts about Apartment Income REIT Corp. (AIRC) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIRC or VWUAX.
Key characteristics
AIRC | VWUAX | |
---|---|---|
YTD Return | 12.20% | 8.75% |
1Y Return | 12.38% | 37.46% |
3Y Return (Ann) | -1.20% | 0.16% |
Sharpe Ratio | 0.51 | 2.27 |
Daily Std Dev | 31.56% | 17.82% |
Max Drawdown | -44.34% | -50.37% |
Current Drawdown | -22.89% | -11.06% |
Correlation
The correlation between AIRC and VWUAX is 0.39, 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
AIRC vs. VWUAX - Performance Comparison
In the year-to-date period, AIRC achieves a 12.20% return, which is significantly higher than VWUAX's 8.75% 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
AIRC vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apartment Income REIT Corp. (AIRC) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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
AIRC vs. VWUAX - Dividend Comparison
AIRC's dividend yield for the trailing twelve months is around 4.69%, more than VWUAX's 0.34% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Apartment Income REIT Corp. | 4.69% | 5.18% | 5.25% | 3.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard U.S. Growth Fund Admiral Shares | 0.34% | 0.37% | 0.49% | 13.48% | 4.00% | 3.83% | 9.80% | 5.03% | 1.67% | 9.10% | 8.44% | 0.53% |
Drawdowns
AIRC vs. VWUAX - Drawdown Comparison
The maximum AIRC drawdown since its inception was -44.34%, smaller than the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for AIRC and VWUAX. For additional features, visit the drawdowns tool.
Volatility
AIRC vs. VWUAX - Volatility Comparison
Apartment Income REIT Corp. (AIRC) has a higher volatility of 20.55% compared to Vanguard U.S. Growth Fund Admiral Shares (VWUAX) at 5.95%. This indicates that AIRC's price experiences larger fluctuations and is considered to be riskier than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.