ALEX vs. SCHX

In the year-to-date period, ALEX achieves a -0.13% return, which is significantly higher than SCHX's -3.38% return. Over the past 10 years, ALEX has underperformed SCHX with an annualized return of -1.81%, while SCHX has yielded a comparatively higher 13.64% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Alexander & Baldwin, Inc. (ALEX) and Schwab U.S. Large-Cap ETF (SCHX). 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.

The current ALEX Sharpe Ratio is 0.45, which is comparable to the SCHX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of ALEX and SCHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALEX's dividend yield for the trailing twelve months is around 5.12%, more than SCHX's 1.27% yield.

The maximum ALEX drawdown since its inception was -69.78%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for ALEX and SCHX. For additional features, visit the drawdowns tool.

Alexander & Baldwin, Inc. (ALEX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 6.41% and 6.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.