KRT vs. VTSAX
Compare and contrast key facts about Karat Packaging Inc. (KRT) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KRT or VTSAX.
Performance
KRT vs. VTSAX - Performance Comparison
Returns By Period
In the year-to-date period, KRT achieves a 22.56% return, which is significantly lower than VTSAX's 24.09% return.
KRT
22.56%
5.84%
3.75%
43.19%
N/A
N/A
VTSAX
24.09%
0.90%
11.75%
32.49%
14.83%
12.58%
Key characteristics
| KRT | VTSAX | |
|---|---|---|
| Sharpe Ratio | 1.21 | 2.62 |
| Sortino Ratio | 1.66 | 3.50 |
| Omega Ratio | 1.25 | 1.48 |
| Calmar Ratio | 2.13 | 3.84 |
| Martin Ratio | 5.52 | 16.73 |
| Ulcer Index | 8.27% | 1.96% |
| Daily Std Dev | 37.84% | 12.58% |
| Max Drawdown | -48.46% | -55.34% |
| Current Drawdown | -4.82% | -2.01% |
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Correlation
The correlation between KRT and VTSAX is 0.34, 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.
Risk-Adjusted Performance
KRT vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Karat Packaging Inc. (KRT) 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.
Dividends
KRT vs. VTSAX - Dividend Comparison
KRT's dividend yield for the trailing twelve months is around 3.94%, more than VTSAX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRT Karat Packaging Inc. | 3.94% | 6.24% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.27% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
KRT vs. VTSAX - Drawdown Comparison
The maximum KRT drawdown since its inception was -48.46%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for KRT and VTSAX. For additional features, visit the drawdowns tool.
Volatility
KRT vs. VTSAX - Volatility Comparison
Karat Packaging Inc. (KRT) has a higher volatility of 10.67% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.25%. This indicates that KRT'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.