EIX vs. VOLMX

In the year-to-date period, EIX achieves a -25.50% return, which is significantly lower than VOLMX's -7.39% return. Over the past 10 years, EIX has outperformed VOLMX with an annualized return of 3.35%, while VOLMX has yielded a comparatively lower 0.90% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Edison International (EIX) and Volumetric Fund (VOLMX). 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 EIX Sharpe Ratio is -0.49, which is lower than the VOLMX Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of EIX and VOLMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EIX's dividend yield for the trailing twelve months is around 5.55%, while VOLMX has not paid dividends to shareholders.

The maximum EIX drawdown since its inception was -72.18%, which is greater than VOLMX's maximum drawdown of -49.43%. Use the drawdown chart below to compare losses from any high point for EIX and VOLMX. For additional features, visit the drawdowns tool.

Edison International (EIX) has a higher volatility of 11.99% compared to Volumetric Fund (VOLMX) at 10.16%. This indicates that EIX's price experiences larger fluctuations and is considered to be riskier than VOLMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.