INDEX vs. NYT

In the year-to-date period, INDEX achieves a 1.09% return, which is significantly lower than NYT's 7.19% return. Over the past 10 years, INDEX has underperformed NYT with an annualized return of 9.73%, while NYT has yielded a comparatively higher 15.89% annualized return.

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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.

The current INDEX Sharpe Ratio is 0.62, which is comparable to the NYT Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of INDEX and NYT, 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 1.95%, more than NYT's 1.03% yield.

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.

Index Funds S&P 500 Equal Weight (INDEX) has a higher volatility of 4.73% compared to The New York Times Company (NYT) at 3.40%. This indicates that INDEX's price experiences larger fluctuations and is considered to be riskier than NYT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.