Correlation
The correlation between LRFC and VCSH is 0.11, 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.
LRFC vs. VCSH
Compare and contrast key facts about Logan Ridge Finance Corporation (LRFC) and Vanguard Short-Term Corporate Bond ETF (VCSH).
VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LRFC or VCSH.
Performance
LRFC vs. VCSH - Performance Comparison
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Key characteristics
LRFC:
-0.59
VCSH:
2.91
LRFC:
-0.78
VCSH:
4.23
LRFC:
0.89
VCSH:
1.59
LRFC:
-0.20
VCSH:
5.35
LRFC:
-1.12
VCSH:
14.92
LRFC:
12.18%
VCSH:
0.46%
LRFC:
22.69%
VCSH:
2.45%
LRFC:
-85.59%
VCSH:
-12.86%
LRFC:
-64.97%
VCSH:
0.00%
Returns By Period
In the year-to-date period, LRFC achieves a -24.46% return, which is significantly lower than VCSH's 2.66% return. Over the past 10 years, LRFC has underperformed VCSH with an annualized return of -9.20%, while VCSH has yielded a comparatively higher 2.49% annualized return.
LRFC
-24.46%
3.16%
-27.34%
-13.20%
5.17%
3.90%
-9.20%
VCSH
2.66%
0.13%
2.73%
7.09%
3.98%
1.99%
2.49%
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Risk-Adjusted Performance
LRFC vs. VCSH — Risk-Adjusted Performance Rank
LRFC
VCSH
LRFC vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Logan Ridge Finance Corporation (LRFC) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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.
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Dividends
LRFC vs. VCSH - Dividend Comparison
LRFC's dividend yield for the trailing twelve months is around 7.75%, more than VCSH's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRFC Logan Ridge Finance Corporation | 7.75% | 5.36% | 4.25% | 0.00% | 0.00% | 10.37% | 11.41% | 13.89% | 19.49% | 13.94% | 19.74% | 10.53% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.11% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
LRFC vs. VCSH - Drawdown Comparison
The maximum LRFC drawdown since its inception was -85.59%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for LRFC and VCSH.
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Volatility
LRFC vs. VCSH - Volatility Comparison
Logan Ridge Finance Corporation (LRFC) has a higher volatility of 4.55% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.69%. This indicates that LRFC's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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