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INFU vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between INFU and VTI is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

INFU vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfuSystem Holdings Inc. (INFU) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%OctoberNovemberDecember2025February
112.80%
448.14%
INFU
VTI

Key characteristics

Sharpe Ratio

INFU:

-0.24

VTI:

1.36

Sortino Ratio

INFU:

0.02

VTI:

1.87

Omega Ratio

INFU:

1.00

VTI:

1.25

Calmar Ratio

INFU:

-0.17

VTI:

2.08

Martin Ratio

INFU:

-0.50

VTI:

8.05

Ulcer Index

INFU:

24.96%

VTI:

2.22%

Daily Std Dev

INFU:

53.28%

VTI:

13.11%

Max Drawdown

INFU:

-78.33%

VTI:

-55.45%

Current Drawdown

INFU:

-65.18%

VTI:

-3.35%

Returns By Period

In the year-to-date period, INFU achieves a -5.56% return, which is significantly lower than VTI's 1.09% return. Both investments have delivered pretty close results over the past 10 years, with INFU having a 12.50% annualized return and VTI not far behind at 12.35%.


INFU

YTD

-5.56%

1M

-1.36%

6M

20.00%

1Y

-14.19%

5Y*

-5.98%

10Y*

12.50%

VTI

YTD

1.09%

1M

-1.89%

6M

5.90%

1Y

16.48%

5Y*

15.74%

10Y*

12.35%

*Annualized

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Risk-Adjusted Performance

INFU vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFU
The Risk-Adjusted Performance Rank of INFU is 3636
Overall Rank
The Sharpe Ratio Rank of INFU is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of INFU is 3535
Sortino Ratio Rank
The Omega Ratio Rank of INFU is 3434
Omega Ratio Rank
The Calmar Ratio Rank of INFU is 3838
Calmar Ratio Rank
The Martin Ratio Rank of INFU is 3838
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 6969
Overall Rank
The Sharpe Ratio Rank of VTI is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6767
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 7474
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

INFU vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for InfuSystem Holdings Inc. (INFU) and Vanguard Total Stock Market ETF (VTI). 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.


Sharpe ratio
The chart of Sharpe ratio for INFU, currently valued at -0.23, compared to the broader market-3.00-2.00-1.000.001.002.003.00-0.241.36
The chart of Sortino ratio for INFU, currently valued at 0.02, compared to the broader market-4.00-2.000.002.004.000.021.87
The chart of Omega ratio for INFU, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.25
The chart of Calmar ratio for INFU, currently valued at -0.17, compared to the broader market0.001.002.003.004.005.006.00-0.172.08
The chart of Martin ratio for INFU, currently valued at -0.50, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.508.05
INFU
VTI

The current INFU Sharpe Ratio is -0.24, which is lower than the VTI Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of INFU and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2025February
-0.24
1.36
INFU
VTI

Dividends

INFU vs. VTI - Dividend Comparison

INFU has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.25%.


TTM20242023202220212020201920182017201620152014
INFU
InfuSystem Holdings Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.25%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

INFU vs. VTI - Drawdown Comparison

The maximum INFU drawdown since its inception was -78.33%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for INFU and VTI. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%OctoberNovemberDecember2025February
-65.18%
-3.35%
INFU
VTI

Volatility

INFU vs. VTI - Volatility Comparison

InfuSystem Holdings Inc. (INFU) has a higher volatility of 14.24% compared to Vanguard Total Stock Market ETF (VTI) at 3.76%. This indicates that INFU's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%OctoberNovemberDecember2025February
14.24%
3.76%
INFU
VTI
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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