FPACX vs. VOLMX

In the year-to-date period, FPACX achieves a 5.21% return, which is significantly lower than VOLMX's 13.67% return. Both investments have delivered pretty close results over the past 10 years, with FPACX having a 2.53% annualized return and VOLMX not far ahead at 2.54%.

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FPACX has a 1.00% expense ratio, which is lower than VOLMX's 1.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Volumetric Fund (VOLMX). 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 0.58, which is lower than the VOLMX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of FPACX and VOLMX, 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 1.37%, while VOLMX has not paid dividends to shareholders.

The maximum FPACX drawdown since its inception was -35.01%, smaller than the maximum VOLMX drawdown of -49.43%. Use the drawdown chart below to compare losses from any high point for FPACX and VOLMX. For additional features, visit the drawdowns tool.

FPA Crescent Fund (FPACX) has a higher volatility of 6.62% compared to Volumetric Fund (VOLMX) at 4.02%. This indicates that FPACX's price experiences larger fluctuations and is considered to be riskier than VOLMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.