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:
2.00
NYT:
0.75
INDEX:
2.66
NYT:
1.09
INDEX:
1.37
NYT:
1.16
INDEX:
3.02
NYT:
0.70
INDEX:
12.85
NYT:
2.51
INDEX:
1.97%
NYT:
6.61%
INDEX:
12.65%
NYT:
22.16%
INDEX:
-38.82%
NYT:
-92.09%
INDEX:
-4.38%
NYT:
-6.97%
Returns By Period
In the year-to-date period, INDEX achieves a 23.38% return, which is significantly higher than NYT's 9.02% return.
INDEX
23.38%
-1.49%
7.10%
23.99%
11.92%
N/A
NYT
9.02%
1.65%
4.34%
16.41%
11.04%
15.64%
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Risk-Adjusted Performance
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 has not paid dividends to shareholders, while NYT's dividend yield for the trailing twelve months is around 0.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDEX Index Funds S&P 500 Equal Weight | 0.00% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% | 0.00% |
NYT The New York Times Company | 0.95% | 0.86% | 1.05% | 0.56% | 0.44% | 0.59% | 0.72% | 0.86% | 1.20% | 1.19% | 1.21% | 0.25% |
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
The current volatility for Index Funds S&P 500 Equal Weight (INDEX) is 4.24%, while The New York Times Company (NYT) has a volatility of 6.67%. This indicates that INDEX experiences smaller price fluctuations and is considered to be less risky than NYT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.