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CASY vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CASY and VTI is 0.49, 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.


-0.50.00.51.00.5

Performance

CASY vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Casey's General Stores, Inc. (CASY) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.78%
6.71%
CASY
VTI

Key characteristics

Sharpe Ratio

CASY:

1.30

VTI:

1.94

Sortino Ratio

CASY:

2.34

VTI:

2.59

Omega Ratio

CASY:

1.29

VTI:

1.36

Calmar Ratio

CASY:

4.07

VTI:

2.92

Martin Ratio

CASY:

11.12

VTI:

12.07

Ulcer Index

CASY:

3.38%

VTI:

2.07%

Daily Std Dev

CASY:

28.87%

VTI:

12.89%

Max Drawdown

CASY:

-74.33%

VTI:

-55.45%

Current Drawdown

CASY:

-8.66%

VTI:

-3.25%

Returns By Period

In the year-to-date period, CASY achieves a -1.36% return, which is significantly lower than VTI's 0.65% return. Over the past 10 years, CASY has outperformed VTI with an annualized return of 16.68%, while VTI has yielded a comparatively lower 12.68% annualized return.


CASY

YTD

-1.36%

1M

-6.52%

6M

7.78%

1Y

38.85%

5Y*

19.27%

10Y*

16.68%

VTI

YTD

0.65%

1M

-2.63%

6M

6.71%

1Y

25.25%

5Y*

13.77%

10Y*

12.68%

*Annualized

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Risk-Adjusted Performance

CASY vs. VTI — Risk-Adjusted Performance Rank

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

CASY
The Risk-Adjusted Performance Rank of CASY is 8989
Overall Rank
The Sharpe Ratio Rank of CASY is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of CASY is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CASY is 8383
Omega Ratio Rank
The Calmar Ratio Rank of CASY is 9797
Calmar Ratio Rank
The Martin Ratio Rank of CASY is 9393
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 7979
Overall Rank
The Sharpe Ratio Rank of VTI is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 7878
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 8080
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 8181
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.

CASY vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and Vanguard Total Stock Market ETF (VTI). 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 CASY, currently valued at 1.30, compared to the broader market-4.00-2.000.002.001.301.94
The chart of Sortino ratio for CASY, currently valued at 2.34, compared to the broader market-4.00-2.000.002.004.002.342.59
The chart of Omega ratio for CASY, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.36
The chart of Calmar ratio for CASY, currently valued at 4.07, compared to the broader market0.002.004.006.004.072.92
The chart of Martin ratio for CASY, currently valued at 11.12, compared to the broader market-10.000.0010.0020.0011.1212.07
CASY
VTI

The current CASY Sharpe Ratio is 1.30, which is lower than the VTI Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of CASY and VTI, 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 Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.30
1.94
CASY
VTI

Dividends

CASY vs. VTI - Dividend Comparison

CASY's dividend yield for the trailing twelve months is around 0.48%, less than VTI's 1.26% yield.


TTM20242023202220212020201920182017201620152014
CASY
Casey's General Stores, Inc.
0.48%0.47%0.59%0.65%0.69%0.72%0.77%0.86%1.13%0.77%0.70%0.84%
VTI
Vanguard Total Stock Market ETF
1.26%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

CASY vs. VTI - Drawdown Comparison

The maximum CASY drawdown since its inception was -74.33%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for CASY and VTI. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.66%
-3.25%
CASY
VTI

Volatility

CASY vs. VTI - Volatility Comparison

Casey's General Stores, Inc. (CASY) has a higher volatility of 5.71% compared to Vanguard Total Stock Market ETF (VTI) at 4.57%. This indicates that CASY's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
5.71%
4.57%
CASY
VTI
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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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