DEOPX vs. SCHB

In the year-to-date period, DEOPX achieves a -1.75% return, which is significantly lower than SCHB's 0.38% return. Over the past 10 years, DEOPX has underperformed SCHB with an annualized return of 8.95%, while SCHB has yielded a comparatively higher 12.14% annualized return.

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DEOPX has a 0.88% expense ratio, which is higher than SCHB's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Davenport Equity Opportunities Fund (DEOPX) and Schwab U.S. Broad Market ETF (SCHB). 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.

The current DEOPX Sharpe Ratio is 0.31, which is lower than the SCHB Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DEOPX and SCHB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DEOPX's dividend yield for the trailing twelve months is around 0.10%, less than SCHB's 1.25% yield.

The maximum DEOPX drawdown since its inception was -37.76%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for DEOPX and SCHB.

Davenport Equity Opportunities Fund (DEOPX) and Schwab U.S. Broad Market ETF (SCHB) have volatilities of 5.04% and 4.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.