INDEX vs. IARCX

In the year-to-date period, INDEX achieves a 0.53% return, which is significantly higher than IARCX's 0.30% return. Over the past 10 years, INDEX has outperformed IARCX with an annualized return of 9.67%, while IARCX has yielded a comparatively lower 3.46% annualized return.

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INDEX has a 0.25% expense ratio, which is lower than IARCX's 1.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Index Funds S&P 500 Equal Weight (INDEX) and Invesco Real Estate Fund (IARCX). 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 INDEX Sharpe Ratio is 0.59, which is comparable to the IARCX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of INDEX and IARCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INDEX's dividend yield for the trailing twelve months is around 1.96%, less than IARCX's 3.62% yield.

The maximum INDEX drawdown since its inception was -38.82%, smaller than the maximum IARCX drawdown of -81.73%. Use the drawdown chart below to compare losses from any high point for INDEX and IARCX.

Index Funds S&P 500 Equal Weight (INDEX) and Invesco Real Estate Fund (IARCX) have volatilities of 4.81% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.