Correlation
The correlation between FMUEX and DOW is 0.54, 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.
FMUEX vs. DOW
Compare and contrast key facts about RBB Free Market U.S. Equity Fund (FMUEX) and Dow Inc. (DOW).
FMUEX is managed by RBB Funds. It was launched on Dec 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMUEX or DOW.
Performance
FMUEX vs. DOW - Performance Comparison
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Key characteristics
FMUEX:
0.03
DOW:
-1.35
FMUEX:
0.17
DOW:
-2.21
FMUEX:
1.02
DOW:
0.72
FMUEX:
0.01
DOW:
-0.84
FMUEX:
0.03
DOW:
-1.80
FMUEX:
8.87%
DOW:
26.61%
FMUEX:
21.35%
DOW:
35.34%
FMUEX:
-57.48%
DOW:
-60.87%
FMUEX:
-13.12%
DOW:
-52.63%
Returns By Period
In the year-to-date period, FMUEX achieves a -3.64% return, which is significantly higher than DOW's -27.84% return.
FMUEX
-3.64%
5.11%
-12.76%
0.71%
2.41%
10.80%
3.91%
DOW
-27.84%
-7.06%
-34.50%
-47.42%
-21.33%
-1.18%
N/A
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Risk-Adjusted Performance
FMUEX vs. DOW — Risk-Adjusted Performance Rank
FMUEX
DOW
FMUEX vs. DOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBB Free Market U.S. Equity Fund (FMUEX) and Dow Inc. (DOW). 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.
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Dividends
FMUEX vs. DOW - Dividend Comparison
FMUEX's dividend yield for the trailing twelve months is around 3.97%, less than DOW's 12.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMUEX RBB Free Market U.S. Equity Fund | 3.97% | 3.83% | 4.12% | 8.26% | 4.39% | 1.61% | 5.57% | 5.88% | 3.80% | 4.80% | 8.51% | 4.23% |
DOW Dow Inc. | 12.62% | 6.98% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FMUEX vs. DOW - Drawdown Comparison
The maximum FMUEX drawdown since its inception was -57.48%, smaller than the maximum DOW drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for FMUEX and DOW.
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Volatility
FMUEX vs. DOW - Volatility Comparison
The current volatility for RBB Free Market U.S. Equity Fund (FMUEX) is 5.72%, while Dow Inc. (DOW) has a volatility of 9.76%. This indicates that FMUEX experiences smaller price fluctuations and is considered to be less risky than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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