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ATRI vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ATRI and VOO is 0.32, 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

ATRI vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Atrion Corporation (ATRI) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
0.62%
8.46%
ATRI
VOO

Key characteristics

Returns By Period


ATRI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOO

YTD

1.98%

1M

2.24%

6M

9.59%

1Y

27.12%

5Y*

14.29%

10Y*

13.52%

*Annualized

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Risk-Adjusted Performance

ATRI vs. VOO — Risk-Adjusted Performance Rank

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

ATRI
The Risk-Adjusted Performance Rank of ATRI is 4040
Overall Rank
The Sharpe Ratio Rank of ATRI is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of ATRI is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ATRI is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ATRI is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ATRI is 4141
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 8383
Overall Rank
The Sharpe Ratio Rank of VOO is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ATRI vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Atrion Corporation (ATRI) and Vanguard S&P 500 ETF (VOO). 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 ATRI, currently valued at 1.32, compared to the broader market-2.000.002.004.001.322.21
The chart of Sortino ratio for ATRI, currently valued at 1.86, compared to the broader market-4.00-2.000.002.004.001.862.92
The chart of Omega ratio for ATRI, currently valued at 1.39, compared to the broader market0.501.001.502.001.391.41
The chart of Calmar ratio for ATRI, currently valued at 0.80, compared to the broader market0.002.004.006.000.803.34
The chart of Martin ratio for ATRI, currently valued at 6.81, compared to the broader market-10.000.0010.0020.0030.006.8114.07
ATRI
VOO


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.32
2.21
ATRI
VOO

Dividends

ATRI vs. VOO - Dividend Comparison

ATRI has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.22%.


TTM20242023202220212020201920182017201620152014
ATRI
Atrion Corporation
0.96%0.96%2.30%1.47%1.05%1.03%0.77%0.69%0.71%0.77%0.87%0.82%
VOO
Vanguard S&P 500 ETF
1.22%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

ATRI vs. VOO - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-46.77%
-1.36%
ATRI
VOO

Volatility

ATRI vs. VOO - Volatility Comparison

The current volatility for Atrion Corporation (ATRI) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that ATRI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember20250
5.05%
ATRI
VOO
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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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