LAD vs. VDIGX

In the year-to-date period, LAD achieves a -9.15% return, which is significantly lower than VDIGX's -1.06% return. Over the past 10 years, LAD has outperformed VDIGX with an annualized return of 12.74%, while VDIGX has yielded a comparatively lower 6.21% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) and Vanguard Dividend Growth Fund (VDIGX). 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 LAD Sharpe Ratio is 0.55, which is higher than the VDIGX Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of LAD and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LAD's dividend yield for the trailing twelve months is around 0.66%, less than VDIGX's 13.44% yield.

The maximum LAD drawdown since its inception was -95.17%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for LAD and VDIGX. For additional features, visit the drawdowns tool.

Lithia Motors, Inc. (LAD) has a higher volatility of 10.91% compared to Vanguard Dividend Growth Fund (VDIGX) at 4.68%. This indicates that LAD's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.