FBRT vs. VTIAX

In the year-to-date period, FBRT achieves a -9.57% return, which is significantly lower than VTIAX's 13.83% return.

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This table presents a comparison of risk-adjusted performance metrics for Franklin BSP Realty Trust, Inc. (FBRT) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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 FBRT Sharpe Ratio is -0.08, which is lower than the VTIAX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of FBRT and VTIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBRT's dividend yield for the trailing twelve months is around 12.87%, more than VTIAX's 2.88% yield.

The maximum FBRT drawdown since its inception was -31.30%, smaller than the maximum VTIAX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for FBRT and VTIAX.

Franklin BSP Realty Trust, Inc. (FBRT) has a higher volatility of 6.59% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 2.71%. This indicates that FBRT's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.