DXYZ vs. IJH

In the year-to-date period, DXYZ achieves a -20.57% return, which is significantly lower than IJH's -4.10% return.

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This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and iShares Core S&P Mid-Cap ETF (IJH). 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 DXYZ Sharpe Ratio is 1.71, which is higher than the IJH Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of DXYZ and IJH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DXYZ has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.39%.

The maximum DXYZ drawdown since its inception was -90.35%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for DXYZ and IJH. For additional features, visit the drawdowns tool.

Destiny Tech100 Inc (DXYZ) has a higher volatility of 19.90% compared to iShares Core S&P Mid-Cap ETF (IJH) at 5.55%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.