LIND vs. FMAT
Compare and contrast key facts about Lindblad Expeditions Holdings, Inc. (LIND) and Fidelity MSCI Materials Index ETF (FMAT).
FMAT is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Materials Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIND or FMAT.
Performance
LIND vs. FMAT - Performance Comparison
Returns By Period
In the year-to-date period, LIND achieves a 14.02% return, which is significantly higher than FMAT's 12.12% return.
LIND
14.02%
34.13%
57.86%
71.79%
-3.12%
N/A
FMAT
12.12%
0.02%
5.63%
21.02%
12.37%
8.69%
Key characteristics
| LIND | FMAT | |
|---|---|---|
| Sharpe Ratio | 1.18 | 1.47 |
| Sortino Ratio | 2.12 | 2.06 |
| Omega Ratio | 1.24 | 1.25 |
| Calmar Ratio | 1.06 | 2.59 |
| Martin Ratio | 3.23 | 6.84 |
| Ulcer Index | 22.26% | 3.07% |
| Daily Std Dev | 60.93% | 14.27% |
| Max Drawdown | -83.16% | -41.11% |
| Current Drawdown | -40.29% | -2.10% |
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Correlation
The correlation between LIND and FMAT is 0.39, 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
LIND vs. FMAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lindblad Expeditions Holdings, Inc. (LIND) and Fidelity MSCI Materials Index ETF (FMAT). 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
LIND vs. FMAT - Dividend Comparison
LIND has not paid dividends to shareholders, while FMAT's dividend yield for the trailing twelve months is around 1.51%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIND Lindblad Expeditions 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% |
FMAT Fidelity MSCI Materials Index ETF | 1.51% | 1.71% | 2.00% | 1.44% | 1.73% | 1.89% | 2.18% | 1.53% | 1.78% | 2.16% | 1.65% | 0.39% |
Drawdowns
LIND vs. FMAT - Drawdown Comparison
The maximum LIND drawdown since its inception was -83.16%, which is greater than FMAT's maximum drawdown of -41.11%. Use the drawdown chart below to compare losses from any high point for LIND and FMAT. For additional features, visit the drawdowns tool.
Volatility
LIND vs. FMAT - Volatility Comparison
Lindblad Expeditions Holdings, Inc. (LIND) has a higher volatility of 27.37% compared to Fidelity MSCI Materials Index ETF (FMAT) at 4.18%. This indicates that LIND's price experiences larger fluctuations and is considered to be riskier than FMAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.