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BUYZ vs. ANWPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUYZ and ANWPX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

BUYZ vs. ANWPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Disruptive Commerce ETF (BUYZ) and American Funds New Perspective Fund Class A (ANWPX). The values are adjusted to include any dividend payments, if applicable.

20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%JulyAugustSeptemberOctoberNovemberDecember
54.65%
72.09%
BUYZ
ANWPX

Key characteristics

Sharpe Ratio

BUYZ:

1.87

ANWPX:

0.99

Sortino Ratio

BUYZ:

2.56

ANWPX:

1.34

Omega Ratio

BUYZ:

1.33

ANWPX:

1.19

Calmar Ratio

BUYZ:

0.57

ANWPX:

1.15

Martin Ratio

BUYZ:

9.08

ANWPX:

6.43

Ulcer Index

BUYZ:

3.49%

ANWPX:

2.14%

Daily Std Dev

BUYZ:

16.96%

ANWPX:

13.90%

Max Drawdown

BUYZ:

-68.06%

ANWPX:

-50.43%

Current Drawdown

BUYZ:

-39.48%

ANWPX:

-8.34%

Returns By Period

In the year-to-date period, BUYZ achieves a 30.77% return, which is significantly higher than ANWPX's 11.66% return.


BUYZ

YTD

30.77%

1M

0.65%

6M

20.55%

1Y

30.38%

5Y*

N/A

10Y*

N/A

ANWPX

YTD

11.66%

1M

-4.09%

6M

0.06%

1Y

12.43%

5Y*

10.24%

10Y*

10.70%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUYZ vs. ANWPX - Expense Ratio Comparison

BUYZ has a 0.50% expense ratio, which is lower than ANWPX's 0.72% expense ratio.


ANWPX
American Funds New Perspective Fund Class A
Expense ratio chart for ANWPX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for BUYZ: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

BUYZ vs. ANWPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Disruptive Commerce ETF (BUYZ) and American Funds New Perspective Fund Class A (ANWPX). 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 BUYZ, currently valued at 1.87, compared to the broader market0.002.004.001.870.99
The chart of Sortino ratio for BUYZ, currently valued at 2.56, compared to the broader market-2.000.002.004.006.008.0010.002.561.34
The chart of Omega ratio for BUYZ, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.001.331.19
The chart of Calmar ratio for BUYZ, currently valued at 0.57, compared to the broader market0.005.0010.0015.000.571.15
The chart of Martin ratio for BUYZ, currently valued at 9.08, compared to the broader market0.0020.0040.0060.0080.00100.009.086.43
BUYZ
ANWPX

The current BUYZ Sharpe Ratio is 1.87, which is higher than the ANWPX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of BUYZ and ANWPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.87
0.99
BUYZ
ANWPX

Dividends

BUYZ vs. ANWPX - Dividend Comparison

Neither BUYZ nor ANWPX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BUYZ
Franklin Disruptive Commerce ETF
0.00%0.00%0.00%0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ANWPX
American Funds New Perspective Fund Class A
0.00%0.94%0.84%0.33%0.13%1.01%1.18%0.45%0.82%0.72%7.58%6.26%

Drawdowns

BUYZ vs. ANWPX - Drawdown Comparison

The maximum BUYZ drawdown since its inception was -68.06%, which is greater than ANWPX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for BUYZ and ANWPX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-39.48%
-8.34%
BUYZ
ANWPX

Volatility

BUYZ vs. ANWPX - Volatility Comparison

The current volatility for Franklin Disruptive Commerce ETF (BUYZ) is 5.39%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.84%. This indicates that BUYZ experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
5.39%
6.84%
BUYZ
ANWPX
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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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