INF.L vs. VWALX
Compare and contrast key facts about Informa plc (INF.L) and Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX).
VWALX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INF.L or VWALX.
Key characteristics
| INF.L | VWALX | |
|---|---|---|
| YTD Return | 8.83% | 0.61% |
| 1Y Return | 23.19% | 5.05% |
| 3Y Return (Ann) | 16.43% | -0.58% |
| 5Y Return (Ann) | 3.87% | 1.98% |
| 10Y Return (Ann) | 8.78% | 3.37% |
| Sharpe Ratio | 1.32 | 1.07 |
| Daily Std Dev | 17.84% | 4.83% |
| Max Drawdown | -84.64% | -17.24% |
| Current Drawdown | -0.23% | -3.80% |
Correlation
The correlation between INF.L and VWALX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
INF.L vs. VWALX - Performance Comparison
In the year-to-date period, INF.L achieves a 8.83% return, which is significantly higher than VWALX's 0.61% return. Over the past 10 years, INF.L has outperformed VWALX with an annualized return of 8.78%, while VWALX has yielded a comparatively lower 3.37% 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
INF.L vs. VWALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Informa plc (INF.L) and Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX). 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
INF.L vs. VWALX - Dividend Comparison
INF.L's dividend yield for the trailing twelve months is around 0.01%, less than VWALX's 3.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INF.L Informa plc | 0.01% | 0.02% | 0.00% | 0.00% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.04% | 0.03% |
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares | 3.70% | 3.59% | 3.44% | 3.55% | 3.39% | 3.75% | 3.85% | 3.76% | 3.88% | 3.75% | 3.83% | 4.19% |
Drawdowns
INF.L vs. VWALX - Drawdown Comparison
The maximum INF.L drawdown since its inception was -84.64%, which is greater than VWALX's maximum drawdown of -17.24%. Use the drawdown chart below to compare losses from any high point for INF.L and VWALX. For additional features, visit the drawdowns tool.
Volatility
INF.L vs. VWALX - Volatility Comparison
Informa plc (INF.L) has a higher volatility of 4.95% compared to Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) at 0.94%. This indicates that INF.L's price experiences larger fluctuations and is considered to be riskier than VWALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.