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

Correlation

The correlation between AIRC and VWUAX is 0.35, 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.


-0.50.00.51.00.3

Performance

AIRC vs. VWUAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apartment Income REIT Corp. (AIRC) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
19.16%
9.78%
AIRC
VWUAX

Key characteristics

Returns By Period


AIRC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VWUAX

YTD

28.35%

1M

-1.77%

6M

8.25%

1Y

28.49%

5Y*

11.34%

10Y*

9.62%

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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.


Sharpe ratio
The chart of Sharpe ratio for AIRC, currently valued at 0.81, compared to the broader market-4.00-2.000.002.000.811.48
The chart of Sortino ratio for AIRC, currently valued at 2.56, compared to the broader market-4.00-2.000.002.004.002.561.90
The chart of Omega ratio for AIRC, currently valued at 1.51, compared to the broader market0.501.001.502.001.511.29
The chart of Calmar ratio for AIRC, currently valued at 0.52, compared to the broader market0.002.004.006.000.520.99
The chart of Martin ratio for AIRC, currently valued at 4.16, compared to the broader market-5.000.005.0010.0015.0020.0025.004.169.17
AIRC
VWUAX


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.81
1.48
AIRC
VWUAX

Dividends

AIRC vs. VWUAX - Dividend Comparison

Neither AIRC nor VWUAX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AIRC
Apartment Income REIT Corp.
1.15%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
0.00%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%JulyAugustSeptemberOctoberNovemberDecember
-21.55%
-7.68%
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 9.58%. 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%JulyAugustSeptemberOctoberNovemberDecember0
9.58%
AIRC
VWUAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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