FBNC vs. SMH

In the year-to-date period, FBNC achieves a -5.40% return, which is significantly lower than SMH's -1.00% return. Over the past 10 years, FBNC has underperformed SMH with an annualized return of 12.23%, while SMH has yielded a comparatively higher 24.75% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for First Bancorp (FBNC) and VanEck Vectors Semiconductor ETF (SMH). 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 FBNC Sharpe Ratio is 0.98, which is higher than the SMH Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of FBNC and SMH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBNC's dividend yield for the trailing twelve months is around 2.13%, more than SMH's 0.45% yield.

The maximum FBNC drawdown since its inception was -70.98%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for FBNC and SMH.

The current volatility for First Bancorp (FBNC) is 6.67%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.05%. This indicates that FBNC experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.