FAIRX vs. JOE

In the year-to-date period, FAIRX achieves a 2.19% return, which is significantly higher than JOE's 1.04% return. Over the past 10 years, FAIRX has underperformed JOE with an annualized return of 4.81%, while JOE has yielded a comparatively higher 11.18% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fairholme Fund (FAIRX) and The St. Joe Company (JOE). 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 FAIRX Sharpe Ratio is -0.70, which is comparable to the JOE Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of FAIRX and JOE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAIRX's dividend yield for the trailing twelve months is around 0.70%, less than JOE's 0.93% yield.

The maximum FAIRX drawdown since its inception was -51.28%, smaller than the maximum JOE drawdown of -84.33%. Use the drawdown chart below to compare losses from any high point for FAIRX and JOE. For additional features, visit the drawdowns tool.

The current volatility for Fairholme Fund (FAIRX) is 6.81%, while The St. Joe Company (JOE) has a volatility of 8.50%. This indicates that FAIRX experiences smaller price fluctuations and is considered to be less risky than JOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.