PortfoliosLab logoPortfoliosLab logo
JHX vs. VTSAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JHX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in James Hardie Industries plc (JHX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JHX vs. VTSAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JHX
James Hardie Industries plc
-8.72%-32.65%-20.33%115.55%-55.39%41.66%51.02%71.63%-31.53%12.83%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
-6.75%17.12%23.23%26.51%-19.52%25.72%20.98%30.79%-5.18%21.16%

Returns By Period

In the year-to-date period, JHX achieves a -8.72% return, which is significantly lower than VTSAX's -6.75% return. Over the past 10 years, JHX has underperformed VTSAX with an annualized return of 4.75%, while VTSAX has yielded a comparatively higher 13.27% annualized return.


JHX

1D
7.74%
1M
-22.22%
YTD
-8.72%
6M
-1.41%
1Y
-19.61%
3Y*
-4.36%
5Y*
-9.50%
10Y*
4.75%

VTSAX

1D
-0.46%
1M
-7.71%
YTD
-6.75%
6M
-4.47%
1Y
14.76%
3Y*
16.69%
5Y*
10.11%
10Y*
13.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

JHX vs. VTSAX — Risk / Return Rank

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

JHX
JHX Risk / Return Rank: 2727
Overall Rank
JHX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
JHX Sortino Ratio Rank: 2828
Sortino Ratio Rank
JHX Omega Ratio Rank: 2727
Omega Ratio Rank
JHX Calmar Ratio Rank: 2626
Calmar Ratio Rank
JHX Martin Ratio Rank: 2727
Martin Ratio Rank

VTSAX
VTSAX Risk / Return Rank: 4646
Overall Rank
VTSAX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 4545
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 4949
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 4141
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JHX vs. VTSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for James Hardie Industries plc (JHX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.


JHXVTSAXDifference

Sharpe ratio

Return per unit of total volatility

-0.35

0.84

-1.18

Sortino ratio

Return per unit of downside risk

-0.10

1.29

-1.39

Omega ratio

Gain probability vs. loss probability

0.98

1.20

-0.21

Calmar ratio

Return relative to maximum drawdown

-0.50

1.05

-1.55

Martin ratio

Return relative to average drawdown

-0.91

5.08

-6.00

JHX vs. VTSAX - Sharpe Ratio Comparison

The current JHX Sharpe Ratio is -0.35, which is lower than the VTSAX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of JHX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


JHXVTSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

0.84

-1.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.59

-0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.72

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.43

-0.20

Correlation

The correlation between JHX and VTSAX is 0.40, 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.


Dividends

JHX vs. VTSAX - Dividend Comparison

JHX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.20%.


TTM20252024202320222021202020192018201720162015
JHX
James Hardie Industries plc
0.00%0.00%0.00%0.00%1.67%2.70%0.00%1.83%3.41%1.61%1.90%4.58%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
1.20%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Drawdowns

JHX vs. VTSAX - Drawdown Comparison

The maximum JHX drawdown since its inception was -75.86%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for JHX and VTSAX.


Loading graphics...

Drawdown Indicators


JHXVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-75.86%

-55.33%

-20.53%

Max Drawdown (1Y)

Largest decline over 1 year

-43.73%

-12.41%

-31.32%

Max Drawdown (5Y)

Largest decline over 5 years

-60.26%

-25.36%

-34.90%

Max Drawdown (10Y)

Largest decline over 10 years

-60.26%

-34.97%

-25.29%

Current Drawdown

Current decline from peak

-54.90%

-8.92%

-45.98%

Average Drawdown

Average peak-to-trough decline

-18.05%

-9.06%

-8.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.00%

2.56%

+21.44%

Volatility

JHX vs. VTSAX - Volatility Comparison

James Hardie Industries plc (JHX) has a higher volatility of 13.83% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.39%. This indicates that JHX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


JHXVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.83%

4.39%

+9.44%

Volatility (6M)

Calculated over the trailing 6-month period

29.72%

9.33%

+20.39%

Volatility (1Y)

Calculated over the trailing 1-year period

56.43%

18.42%

+38.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.50%

17.32%

+25.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.87%

18.37%

+21.50%