INDEX vs. NYT
Compare and contrast key facts about Index Funds S&P 500 Equal Weight (INDEX) and The New York Times Company (NYT).
INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDEX or NYT.
Correlation
The correlation between INDEX and NYT is 0.49, 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
INDEX vs. NYT - Performance Comparison
Key characteristics
INDEX:
1.95
NYT:
0.33
INDEX:
2.61
NYT:
0.57
INDEX:
1.36
NYT:
1.08
INDEX:
2.99
NYT:
0.30
INDEX:
12.05
NYT:
1.04
INDEX:
2.08%
NYT:
6.85%
INDEX:
12.86%
NYT:
21.78%
INDEX:
-38.82%
NYT:
-92.09%
INDEX:
-2.78%
NYT:
-8.09%
Returns By Period
In the year-to-date period, INDEX achieves a 1.20% return, which is significantly higher than NYT's 0.35% return.
INDEX
1.20%
-1.98%
6.39%
25.50%
11.15%
N/A
NYT
0.35%
-6.04%
-1.75%
10.86%
9.99%
16.73%
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Risk-Adjusted Performance
INDEX vs. NYT — Risk-Adjusted Performance Rank
INDEX
NYT
INDEX vs. NYT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Index Funds S&P 500 Equal Weight (INDEX) and The New York Times Company (NYT). 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
INDEX vs. NYT - Dividend Comparison
INDEX's dividend yield for the trailing twelve months is around 1.32%, more than NYT's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDEX Index Funds S&P 500 Equal Weight | 1.32% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
NYT The New York Times Company | 1.00% | 0.96% | 0.86% | 1.05% | 0.56% | 0.44% | 0.59% | 0.72% | 0.86% | 1.20% | 1.19% | 1.21% |
Drawdowns
INDEX vs. NYT - Drawdown Comparison
The maximum INDEX drawdown since its inception was -38.82%, smaller than the maximum NYT drawdown of -92.09%. Use the drawdown chart below to compare losses from any high point for INDEX and NYT. For additional features, visit the drawdowns tool.
Volatility
INDEX vs. NYT - Volatility Comparison
Index Funds S&P 500 Equal Weight (INDEX) and The New York Times Company (NYT) have volatilities of 5.01% and 5.07%, 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.