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ALSN vs. VONG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ALSN vs. VONG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allison Transmission Holdings, Inc. (ALSN) and Vanguard Russell 1000 Growth ETF (VONG). The values are adjusted to include any dividend payments, if applicable.

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ALSN vs. VONG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALSN
Allison Transmission Holdings, Inc.
19.87%-8.34%88.02%42.31%16.85%-14.08%-9.08%11.50%3.34%29.90%
VONG
Vanguard Russell 1000 Growth ETF
-9.79%18.45%33.20%42.67%-29.18%27.60%38.30%36.06%-1.53%30.05%

Returns By Period

In the year-to-date period, ALSN achieves a 19.87% return, which is significantly higher than VONG's -9.79% return. Over the past 10 years, ALSN has outperformed VONG with an annualized return of 17.67%, while VONG has yielded a comparatively lower 16.65% annualized return.


ALSN

1D
3.96%
1M
-6.34%
YTD
19.87%
6M
38.72%
1Y
23.77%
3Y*
39.08%
5Y*
25.37%
10Y*
17.67%

VONG

1D
3.76%
1M
-5.21%
YTD
-9.79%
6M
-8.75%
1Y
18.79%
3Y*
21.10%
5Y*
12.35%
10Y*
16.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ALSN vs. VONG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALSN
ALSN Risk / Return Rank: 6464
Overall Rank
ALSN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ALSN Sortino Ratio Rank: 6565
Sortino Ratio Rank
ALSN Omega Ratio Rank: 6262
Omega Ratio Rank
ALSN Calmar Ratio Rank: 6363
Calmar Ratio Rank
ALSN Martin Ratio Rank: 6060
Martin Ratio Rank

VONG
VONG Risk / Return Rank: 5151
Overall Rank
VONG Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
VONG Sortino Ratio Rank: 5656
Sortino Ratio Rank
VONG Omega Ratio Rank: 5454
Omega Ratio Rank
VONG Calmar Ratio Rank: 5151
Calmar Ratio Rank
VONG Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALSN vs. VONG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allison Transmission Holdings, Inc. (ALSN) and Vanguard Russell 1000 Growth ETF (VONG). 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.


ALSNVONGDifference

Sharpe ratio

Return per unit of total volatility

0.81

0.84

-0.03

Sortino ratio

Return per unit of downside risk

1.32

1.36

-0.05

Omega ratio

Gain probability vs. loss probability

1.16

1.19

-0.03

Calmar ratio

Return relative to maximum drawdown

0.92

1.16

-0.24

Martin ratio

Return relative to average drawdown

1.75

4.00

-2.26

ALSN vs. VONG - Sharpe Ratio Comparison

The current ALSN Sharpe Ratio is 0.81, which is comparable to the VONG Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of ALSN and VONG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ALSNVONGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

0.84

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

0.58

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.80

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.84

-0.35

Correlation

The correlation between ALSN and VONG is 0.43, 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.


Dividends

ALSN vs. VONG - Dividend Comparison

ALSN's dividend yield for the trailing twelve months is around 0.94%, more than VONG's 0.51% yield.


TTM20252024202320222021202020192018201720162015
ALSN
Allison Transmission Holdings, Inc.
0.94%1.10%0.93%1.58%2.02%2.09%1.58%1.24%1.37%1.39%1.78%2.32%
VONG
Vanguard Russell 1000 Growth ETF
0.51%0.45%0.55%0.71%0.98%0.58%0.77%1.03%1.18%1.19%1.48%1.47%

Drawdowns

ALSN vs. VONG - Drawdown Comparison

The maximum ALSN drawdown since its inception was -48.67%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for ALSN and VONG.


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Drawdown Indicators


ALSNVONGDifference

Max Drawdown

Largest peak-to-trough decline

-48.67%

-32.72%

-15.95%

Max Drawdown (1Y)

Largest decline over 1 year

-25.18%

-16.23%

-8.95%

Max Drawdown (5Y)

Largest decline over 5 years

-33.59%

-32.72%

-0.87%

Max Drawdown (10Y)

Largest decline over 10 years

-48.67%

-32.72%

-15.95%

Current Drawdown

Current decline from peak

-7.55%

-13.09%

+5.54%

Average Drawdown

Average peak-to-trough decline

-13.10%

-4.90%

-8.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.32%

4.72%

+8.60%

Volatility

ALSN vs. VONG - Volatility Comparison

Allison Transmission Holdings, Inc. (ALSN) has a higher volatility of 9.86% compared to Vanguard Russell 1000 Growth ETF (VONG) at 6.72%. This indicates that ALSN's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALSNVONGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.86%

6.72%

+3.14%

Volatility (6M)

Calculated over the trailing 6-month period

18.61%

12.34%

+6.27%

Volatility (1Y)

Calculated over the trailing 1-year period

29.31%

22.40%

+6.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.76%

21.35%

+7.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.51%

20.82%

+8.69%