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AIRC vs. VWUAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AIRCVWUAX

Correlation

-0.50.00.51.00.4

The correlation between AIRC and VWUAX is 0.36, 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

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
1.09%
15.99%
AIRC
VWUAX

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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.


AIRC
Sharpe ratio
The chart of Sharpe ratio for AIRC, currently valued at 1.19, compared to the broader market-4.00-2.000.002.004.001.19
Sortino ratio
The chart of Sortino ratio for AIRC, currently valued at 3.33, compared to the broader market-4.00-2.000.002.004.006.003.33
Omega ratio
The chart of Omega ratio for AIRC, currently valued at 1.59, compared to the broader market0.501.001.502.001.59
Calmar ratio
The chart of Calmar ratio for AIRC, currently valued at 0.76, compared to the broader market0.002.004.006.000.76
Martin ratio
The chart of Martin ratio for AIRC, currently valued at 6.33, compared to the broader market0.0010.0020.0030.006.33
VWUAX
Sharpe ratio
The chart of Sharpe ratio for VWUAX, currently valued at 2.18, compared to the broader market-4.00-2.000.002.004.002.18
Sortino ratio
The chart of Sortino ratio for VWUAX, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.006.002.85
Omega ratio
The chart of Omega ratio for VWUAX, currently valued at 1.40, compared to the broader market0.501.001.502.001.40
Calmar ratio
The chart of Calmar ratio for VWUAX, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for VWUAX, currently valued at 12.71, compared to the broader market0.0010.0020.0030.0012.71

AIRC vs. VWUAX - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.19
2.18
AIRC
VWUAX

Dividends

AIRC vs. VWUAX - Dividend Comparison

AIRC has not paid dividends to shareholders, while VWUAX's dividend yield for the trailing twelve months is around 0.28%.


TTM20232022202120202019201820172016201520142013
AIRC
Apartment Income REIT Corp.
2.30%5.18%5.25%3.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWUAX
Vanguard U.S. Growth Fund Admiral Shares
0.28%0.37%0.49%0.08%0.13%0.47%0.53%0.40%0.57%0.65%0.81%0.53%

Drawdowns

AIRC vs. VWUAX - Drawdown Comparison


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-21.55%
-1.03%
AIRC
VWUAX

Volatility

AIRC vs. VWUAX - Volatility Comparison

The current volatility for Apartment Income REIT Corp. (AIRC) is 0.00%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 5.23%. This indicates that AIRC experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember0
5.23%
AIRC
VWUAX