LTC vs. FXAIX
Compare and contrast key facts about LTC Properties, Inc. (LTC) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTC or FXAIX.
Key characteristics
| LTC | FXAIX | |
|---|---|---|
| YTD Return | 29.33% | 27.16% |
| 1Y Return | 33.28% | 39.89% |
| 3Y Return (Ann) | 12.14% | 10.29% |
| 5Y Return (Ann) | 3.01% | 16.01% |
| 10Y Return (Ann) | 5.17% | 13.33% |
| Sharpe Ratio | 1.83 | 3.13 |
| Sortino Ratio | 2.44 | 4.16 |
| Omega Ratio | 1.34 | 1.59 |
| Calmar Ratio | 1.27 | 4.59 |
| Martin Ratio | 8.72 | 20.80 |
| Ulcer Index | 3.84% | 1.86% |
| Daily Std Dev | 18.24% | 12.39% |
| Max Drawdown | -80.23% | -33.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between LTC and FXAIX is 0.41, 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.
Performance
LTC vs. FXAIX - Performance Comparison
In the year-to-date period, LTC achieves a 29.33% return, which is significantly higher than FXAIX's 27.16% return. Over the past 10 years, LTC has underperformed FXAIX with an annualized return of 5.17%, while FXAIX has yielded a comparatively higher 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LTC vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) and Fidelity 500 Index Fund (FXAIX). 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
LTC vs. FXAIX - Dividend Comparison
LTC's dividend yield for the trailing twelve months is around 5.80%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 5.80% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% | 4.73% | 5.38% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LTC vs. FXAIX - Drawdown Comparison
The maximum LTC drawdown since its inception was -80.23%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LTC and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LTC vs. FXAIX - Volatility Comparison
LTC Properties, Inc. (LTC) has a higher volatility of 8.01% compared to Fidelity 500 Index Fund (FXAIX) at 3.91%. This indicates that LTC's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.