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FWRD vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FWRD and VOO is 0.60, 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.


Performance

FWRD vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Forward Air Corporation (FWRD) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FWRD:

60.84%

VOO:

19.11%

Max Drawdown

FWRD:

-6.42%

VOO:

-33.99%

Current Drawdown

FWRD:

-6.42%

VOO:

-7.67%

Returns By Period


FWRD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOO

YTD

-3.41%

1M

5.73%

6M

-5.06%

1Y

9.79%

5Y*

16.35%

10Y*

12.31%

*Annualized

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Risk-Adjusted Performance

FWRD vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FWRD
The Risk-Adjusted Performance Rank of FWRD is 4242
Overall Rank
The Sharpe Ratio Rank of FWRD is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of FWRD is 4343
Sortino Ratio Rank
The Omega Ratio Rank of FWRD is 4444
Omega Ratio Rank
The Calmar Ratio Rank of FWRD is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FWRD is 3535
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6464
Overall Rank
The Sharpe Ratio Rank of VOO is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FWRD vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Forward Air Corporation (FWRD) and Vanguard S&P 500 ETF (VOO). 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

FWRD vs. VOO - Dividend Comparison

FWRD has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.


TTM20242023202220212020201920182017201620152014
FWRD
Forward Air Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.34%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

FWRD vs. VOO - Drawdown Comparison

The maximum FWRD drawdown since its inception was -6.42%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FWRD and VOO. For additional features, visit the drawdowns tool.


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Volatility

FWRD vs. VOO - Volatility Comparison


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