FAIRX vs. JOE
Compare and contrast key facts about Fairholme Fund (FAIRX) and The St. Joe Company (JOE).
FAIRX is managed by Fairholme. It was launched on Dec 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIRX or JOE.
Correlation
The correlation between FAIRX and JOE is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FAIRX vs. JOE - Performance Comparison
Key characteristics
FAIRX:
-0.28
JOE:
-0.44
FAIRX:
-0.26
JOE:
-0.48
FAIRX:
0.97
JOE:
0.95
FAIRX:
-0.22
JOE:
-0.25
FAIRX:
-0.52
JOE:
-0.79
FAIRX:
11.11%
JOE:
14.48%
FAIRX:
20.81%
JOE:
25.99%
FAIRX:
-63.71%
JOE:
-84.33%
FAIRX:
-20.97%
JOE:
-40.38%
Returns By Period
In the year-to-date period, FAIRX achieves a 5.13% return, which is significantly lower than JOE's 5.41% return. Over the past 10 years, FAIRX has underperformed JOE with an annualized return of -0.17%, while JOE has yielded a comparatively higher 10.92% annualized return.
FAIRX
5.13%
-0.70%
-13.26%
-7.50%
9.19%
-0.17%
JOE
5.41%
-1.19%
-19.15%
-13.32%
18.00%
10.92%
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Risk-Adjusted Performance
FAIRX vs. JOE — Risk-Adjusted Performance Rank
FAIRX
JOE
FAIRX vs. JOE - Risk-Adjusted Performance Comparison
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.
Dividends
FAIRX vs. JOE - Dividend Comparison
FAIRX's dividend yield for the trailing twelve months is around 0.68%, less than JOE's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAIRX Fairholme Fund | 0.68% | 0.71% | 0.41% | 0.00% | 0.00% | 0.00% | 0.83% | 2.23% | 1.29% | 1.87% | 3.24% |
JOE The St. Joe Company | 1.10% | 1.16% | 0.73% | 1.03% | 0.61% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAIRX vs. JOE - Drawdown Comparison
The maximum FAIRX drawdown since its inception was -63.71%, 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.
Volatility
FAIRX vs. JOE - Volatility Comparison
The current volatility for Fairholme Fund (FAIRX) is 4.28%, while The St. Joe Company (JOE) has a volatility of 5.54%. 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.