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CALM vs. VGSH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CALM vs. VGSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cal-Maine Foods, Inc. (CALM) and Vanguard Short-Term Treasury ETF (VGSH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CALM achieves a -4.04% return, which is significantly lower than VGSH's 0.48% return. Over the past 10 years, CALM has outperformed VGSH with an annualized return of 8.39%, while VGSH has yielded a comparatively lower 1.74% annualized return.


CALM

1D
1.10%
1M
0.80%
YTD
-4.04%
6M
-7.64%
1Y
-18.41%
3Y*
22.93%
5Y*
22.21%
10Y*
8.39%

VGSH

1D
-0.03%
1M
0.08%
YTD
0.48%
6M
0.74%
1Y
3.43%
3Y*
4.15%
5Y*
1.81%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CALM vs. VGSH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CALM
Cal-Maine Foods, Inc.
-4.04%-15.61%87.00%14.48%51.87%-1.38%-12.19%2.09%-3.90%0.62%
VGSH
Vanguard Short-Term Treasury ETF
0.48%5.07%4.00%4.31%-3.86%-0.60%3.04%3.52%1.55%0.04%

Correlation

The correlation between CALM and VGSH is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.03

Correlation (10Y)
Calculated over the trailing 10-year period

-0.06

Correlation (All Time)
Calculated using the full available price history since Nov 24, 2009

-0.09

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Return for Risk

CALM vs. VGSH — Risk / Return Rank

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

CALM
CALM Risk / Return Rank: 2020
Overall Rank
CALM Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CALM Sortino Ratio Rank: 1717
Sortino Ratio Rank
CALM Omega Ratio Rank: 1717
Omega Ratio Rank
CALM Calmar Ratio Rank: 2323
Calmar Ratio Rank
CALM Martin Ratio Rank: 2525
Martin Ratio Rank

VGSH
VGSH Risk / Return Rank: 8383
Overall Rank
VGSH Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
VGSH Sortino Ratio Rank: 9191
Sortino Ratio Rank
VGSH Omega Ratio Rank: 8888
Omega Ratio Rank
VGSH Calmar Ratio Rank: 7676
Calmar Ratio Rank
VGSH Martin Ratio Rank: 7878
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.

CALM vs. VGSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cal-Maine Foods, Inc. (CALM) and Vanguard Short-Term Treasury ETF (VGSH). 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.


CALMVGSHDifference
Sharpe ratioReturn per unit of total volatility

-3.24

Sortino ratioReturn per unit of downside risk

-5.07

Omega ratioGain probability vs. loss probability

0.92

1.57

-0.64

Calmar ratioReturn relative to maximum drawdown

-0.50

3.90

-4.40

Martin ratioReturn relative to average drawdown

-0.79

15.52

-16.31

CALM vs. VGSH - Sharpe Ratio Comparison

The current CALM Sharpe Ratio is -0.56, which is lower than the VGSH Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of CALM and VGSH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CALMVGSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.56

2.68

-3.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.93

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

1.11

-0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

1.01

-0.63

Drawdowns

CALM vs. VGSH - Drawdown Comparison

The maximum CALM drawdown since its inception was -74.08%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for CALM and VGSH.


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Drawdown Indicators


CALMVGSHDifference

Max Drawdown

Largest peak-to-trough decline

-74.08%

-5.70%

-68.38%

Max Drawdown (1Y)

Largest decline over 1 year

-37.00%

-0.88%

-36.12%

Max Drawdown (3Y)

Largest decline over 3 years

-37.00%

-0.97%

-36.03%

Max Drawdown (5Y)

Largest decline over 5 years

-37.00%

-5.66%

-31.34%

Max Drawdown (10Y)

Largest decline over 10 years

-39.12%

-5.70%

-33.42%

Current Drawdown

Current decline from peak

-33.59%

-0.29%

-33.30%

Average Drawdown

Average peak-to-trough decline

-30.31%

-0.60%

-29.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.36%

0.22%

+23.14%

Volatility

CALM vs. VGSH - Volatility Comparison

Cal-Maine Foods, Inc. (CALM) has a higher volatility of 7.35% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.35%. This indicates that CALM's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CALMVGSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.35%

0.35%

+7.00%

Volatility (6M)

Calculated over the trailing 6-month period

20.50%

0.88%

+19.62%

Volatility (1Y)

Calculated over the trailing 1-year period

33.15%

1.29%

+31.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.60%

1.97%

+30.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.16%

1.57%

+29.59%

Dividends

CALM vs. VGSH - Dividend Comparison

CALM's dividend yield for the trailing twelve months is around 6.37%, more than VGSH's 3.87% yield.


PositionTTM20252024202320222021202020192018201720162015
CALM
Cal-Maine Foods, Inc.
6.37%10.90%2.82%7.51%3.17%0.09%0.00%0.98%1.03%0.00%2.70%4.10%
VGSH
Vanguard Short-Term Treasury ETF
3.87%4.00%4.18%3.31%1.15%0.66%1.74%2.28%1.79%1.10%0.84%0.69%

Frequently Asked Questions


CALM and VGSH have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CALM has higher volatility (7.35%) compared to VGSH (0.35%). In terms of maximum drawdown, CALM dropped -74.08% vs VGSH's -5.70%.

VGSH currently has the higher Sharpe Ratio (2.68 vs -0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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