IDA vs. VTRIX
Compare and contrast key facts about IDACORP, Inc. (IDA) and Vanguard International Value Fund (VTRIX).
VTRIX is managed by Vanguard. It was launched on May 16, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDA or VTRIX.
Key characteristics
| IDA | VTRIX | |
|---|---|---|
| YTD Return | -2.63% | 2.95% |
| 1Y Return | -11.79% | 8.55% |
| 3Y Return (Ann) | 0.40% | 1.74% |
| 5Y Return (Ann) | 2.11% | 5.90% |
| 10Y Return (Ann) | 8.71% | 3.95% |
| Sharpe Ratio | -0.66 | 0.78 |
| Daily Std Dev | 18.68% | 11.82% |
| Max Drawdown | -54.01% | -59.40% |
| Current Drawdown | -14.85% | -1.33% |
Correlation
The correlation between IDA and VTRIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IDA vs. VTRIX - Performance Comparison
In the year-to-date period, IDA achieves a -2.63% return, which is significantly lower than VTRIX's 2.95% return. Over the past 10 years, IDA has outperformed VTRIX with an annualized return of 8.71%, while VTRIX has yielded a comparatively lower 3.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IDA vs. VTRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDACORP, Inc. (IDA) and Vanguard International Value Fund (VTRIX). 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.
Dividends
IDA vs. VTRIX - Dividend Comparison
IDA's dividend yield for the trailing twelve months is around 3.41%, more than VTRIX's 2.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDA IDACORP, Inc. | 3.41% | 3.25% | 2.82% | 2.54% | 2.83% | 2.40% | 2.58% | 2.45% | 2.58% | 2.82% | 2.66% | 3.03% |
VTRIX Vanguard International Value Fund | 2.70% | 2.78% | 2.75% | 4.35% | 1.58% | 2.96% | 6.24% | 1.86% | 2.29% | 2.13% | 2.79% | 1.86% |
Drawdowns
IDA vs. VTRIX - Drawdown Comparison
The maximum IDA drawdown since its inception was -54.01%, smaller than the maximum VTRIX drawdown of -59.40%. Use the drawdown chart below to compare losses from any high point for IDA and VTRIX. For additional features, visit the drawdowns tool.
Volatility
IDA vs. VTRIX - Volatility Comparison
IDACORP, Inc. (IDA) has a higher volatility of 5.56% compared to Vanguard International Value Fund (VTRIX) at 3.52%. This indicates that IDA's price experiences larger fluctuations and is considered to be riskier than VTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.