FPACX vs. VHT

In the year-to-date period, FPACX achieves a 1.27% return, which is significantly higher than VHT's -4.00% return. Both investments have delivered pretty close results over the past 10 years, with FPACX having a 7.63% annualized return and VHT not far behind at 7.42%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FPACX has a 1.00% expense ratio, which is higher than VHT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Vanguard Health Care ETF (VHT). 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 FPACX Sharpe Ratio is 0.72, which is higher than the VHT Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of FPACX and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPACX's dividend yield for the trailing twelve months is around 9.19%, more than VHT's 1.64% yield.

The maximum FPACX drawdown since its inception was -31.59%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for FPACX and VHT. For additional features, visit the drawdowns tool.

The current volatility for FPA Crescent Fund (FPACX) is 3.66%, while Vanguard Health Care ETF (VHT) has a volatility of 6.89%. This indicates that FPACX experiences smaller price fluctuations and is considered to be less risky than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.