AMH vs. VWUAX
Compare and contrast key facts about American Homes 4 Rent (AMH) 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: AMH or VWUAX.
Key characteristics
| AMH | VWUAX | |
|---|---|---|
| YTD Return | 6.23% | 31.75% |
| 1Y Return | 10.12% | 45.08% |
| 3Y Return (Ann) | 0.15% | 2.94% |
| 5Y Return (Ann) | 9.41% | 17.06% |
| 10Y Return (Ann) | 9.56% | 14.95% |
| Sharpe Ratio | 0.61 | 2.55 |
| Sortino Ratio | 1.01 | 3.27 |
| Omega Ratio | 1.12 | 1.46 |
| Calmar Ratio | 0.63 | 1.85 |
| Martin Ratio | 2.65 | 15.02 |
| Ulcer Index | 4.33% | 3.16% |
| Daily Std Dev | 18.75% | 18.57% |
| Max Drawdown | -38.40% | -50.37% |
| Current Drawdown | -9.02% | 0.00% |
Correlation
The correlation between AMH and VWUAX is 0.40, 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
AMH vs. VWUAX - Performance Comparison
In the year-to-date period, AMH achieves a 6.23% return, which is significantly lower than VWUAX's 31.75% return. Over the past 10 years, AMH has underperformed VWUAX with an annualized return of 9.56%, while VWUAX has yielded a comparatively higher 14.95% annualized 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
AMH vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Homes 4 Rent (AMH) 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
AMH vs. VWUAX - Dividend Comparison
AMH's dividend yield for the trailing twelve months is around 2.67%, more than VWUAX's 0.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMH American Homes 4 Rent | 2.67% | 2.45% | 2.39% | 0.92% | 0.67% | 0.76% | 1.01% | 0.92% | 0.95% | 1.20% | 1.17% | 0.31% |
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
AMH vs. VWUAX - Drawdown Comparison
The maximum AMH drawdown since its inception was -38.40%, smaller than the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for AMH and VWUAX. For additional features, visit the drawdowns tool.
Volatility
AMH vs. VWUAX - Volatility Comparison
American Homes 4 Rent (AMH) has a higher volatility of 7.78% compared to Vanguard U.S. Growth Fund Admiral Shares (VWUAX) at 5.25%. This indicates that AMH'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.