ES vs. VWNAX
Compare and contrast key facts about Eversource Energy (ES) and Vanguard Windsor II Fund Admiral Shares (VWNAX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ES or VWNAX.
Correlation
The correlation between ES and VWNAX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ES vs. VWNAX - Performance Comparison
Key characteristics
ES:
-0.21
VWNAX:
0.32
ES:
-0.14
VWNAX:
0.46
ES:
0.98
VWNAX:
1.09
ES:
-0.12
VWNAX:
0.39
ES:
-0.66
VWNAX:
2.77
ES:
7.64%
VWNAX:
1.82%
ES:
23.55%
VWNAX:
15.59%
ES:
-65.47%
VWNAX:
-57.51%
ES:
-33.86%
VWNAX:
-12.96%
Returns By Period
In the year-to-date period, ES achieves a -4.62% return, which is significantly lower than VWNAX's 3.74% return. Over the past 10 years, ES has underperformed VWNAX with an annualized return of 4.02%, while VWNAX has yielded a comparatively higher 9.32% annualized return.
ES
-4.62%
-8.40%
-0.92%
-4.43%
-4.67%
4.02%
VWNAX
3.74%
-11.08%
-5.43%
4.38%
10.09%
9.32%
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Risk-Adjusted Performance
ES vs. VWNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) and Vanguard Windsor II Fund Admiral Shares (VWNAX). 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.
Dividends
ES vs. VWNAX - Dividend Comparison
ES's dividend yield for the trailing twelve months is around 5.09%, more than VWNAX's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ES Eversource Energy | 5.09% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% | 3.47% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 0.92% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
Drawdowns
ES vs. VWNAX - Drawdown Comparison
The maximum ES drawdown since its inception was -65.47%, which is greater than VWNAX's maximum drawdown of -57.51%. Use the drawdown chart below to compare losses from any high point for ES and VWNAX. For additional features, visit the drawdowns tool.
Volatility
ES vs. VWNAX - Volatility Comparison
The current volatility for Eversource Energy (ES) is 7.03%, while Vanguard Windsor II Fund Admiral Shares (VWNAX) has a volatility of 12.15%. This indicates that ES experiences smaller price fluctuations and is considered to be less risky than VWNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.