AVUSX vs. BX
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and The Blackstone Group Inc. (BX).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or BX.
Correlation
The correlation between AVUSX and BX is 0.70, 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.
Performance
AVUSX vs. BX - Performance Comparison
Key characteristics
AVUSX:
1.60
BX:
1.08
AVUSX:
2.21
BX:
1.59
AVUSX:
1.30
BX:
1.19
AVUSX:
2.42
BX:
1.69
AVUSX:
8.79
BX:
4.47
AVUSX:
2.33%
BX:
7.05%
AVUSX:
12.84%
BX:
29.20%
AVUSX:
-36.23%
BX:
-87.64%
AVUSX:
-0.76%
BX:
-16.96%
Returns By Period
In the year-to-date period, AVUSX achieves a 4.12% return, which is significantly higher than BX's -4.13% return.
AVUSX
4.12%
0.16%
10.25%
21.01%
13.98%
N/A
BX
-4.13%
-8.94%
23.27%
33.33%
26.17%
22.11%
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Risk-Adjusted Performance
AVUSX vs. BX — Risk-Adjusted Performance Rank
AVUSX
BX
AVUSX vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and The Blackstone Group Inc. (BX). 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
AVUSX vs. BX - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.31%, less than BX's 2.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.31% | 1.37% | 1.19% | 1.63% | 0.67% | 0.70% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BX The Blackstone Group Inc. | 2.41% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.86% | 5.63% |
Drawdowns
AVUSX vs. BX - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum BX drawdown of -87.64%. Use the drawdown chart below to compare losses from any high point for AVUSX and BX. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. BX - Volatility Comparison
The current volatility for Avantis U.S. Equity Fund (AVUSX) is 2.83%, while The Blackstone Group Inc. (BX) has a volatility of 8.30%. This indicates that AVUSX experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.