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LZB vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LZB and VOO is 0.55, 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.


-0.50.00.51.00.6

Performance

LZB vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in La-Z-Boy Incorporated (LZB) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
9.26%
9.33%
LZB
VOO

Key characteristics

Sharpe Ratio

LZB:

0.56

VOO:

1.89

Sortino Ratio

LZB:

1.15

VOO:

2.54

Omega Ratio

LZB:

1.13

VOO:

1.35

Calmar Ratio

LZB:

0.85

VOO:

2.83

Martin Ratio

LZB:

2.99

VOO:

11.83

Ulcer Index

LZB:

6.56%

VOO:

2.02%

Daily Std Dev

LZB:

35.35%

VOO:

12.66%

Max Drawdown

LZB:

-97.65%

VOO:

-33.99%

Current Drawdown

LZB:

-7.16%

VOO:

-0.42%

Returns By Period

In the year-to-date period, LZB achieves a 2.32% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, LZB has underperformed VOO with an annualized return of 7.69%, while VOO has yielded a comparatively higher 13.26% annualized return.


LZB

YTD

2.32%

1M

-1.91%

6M

13.90%

1Y

26.09%

5Y*

8.07%

10Y*

7.69%

VOO

YTD

4.17%

1M

1.23%

6M

10.51%

1Y

24.45%

5Y*

14.68%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

LZB vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LZB
The Risk-Adjusted Performance Rank of LZB is 6767
Overall Rank
The Sharpe Ratio Rank of LZB is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of LZB is 6363
Sortino Ratio Rank
The Omega Ratio Rank of LZB is 5959
Omega Ratio Rank
The Calmar Ratio Rank of LZB is 7676
Calmar Ratio Rank
The Martin Ratio Rank of LZB is 7272
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7979
Overall Rank
The Sharpe Ratio Rank of VOO is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7676
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7878
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 7979
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LZB vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for La-Z-Boy Incorporated (LZB) and Vanguard S&P 500 ETF (VOO). 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.


Sharpe ratio
The chart of Sharpe ratio for LZB, currently valued at 0.56, compared to the broader market-2.000.002.000.561.89
The chart of Sortino ratio for LZB, currently valued at 1.15, compared to the broader market-4.00-2.000.002.004.006.001.152.54
The chart of Omega ratio for LZB, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.35
The chart of Calmar ratio for LZB, currently valued at 0.85, compared to the broader market0.002.004.006.000.852.83
The chart of Martin ratio for LZB, currently valued at 2.99, compared to the broader market-10.000.0010.0020.0030.002.9911.83
LZB
VOO

The current LZB Sharpe Ratio is 0.56, which is lower than the VOO Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of LZB and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.56
1.89
LZB
VOO

Dividends

LZB vs. VOO - Dividend Comparison

LZB's dividend yield for the trailing twelve months is around 1.84%, more than VOO's 1.19% yield.


TTM20242023202220212020201920182017201620152014
LZB
La-Z-Boy Incorporated
1.84%1.88%2.02%2.97%1.69%0.88%1.68%1.77%1.44%1.32%1.39%0.97%
VOO
Vanguard S&P 500 ETF
1.19%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

LZB vs. VOO - Drawdown Comparison

The maximum LZB drawdown since its inception was -97.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LZB and VOO. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-7.16%
-0.42%
LZB
VOO

Volatility

LZB vs. VOO - Volatility Comparison

La-Z-Boy Incorporated (LZB) has a higher volatility of 11.98% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that LZB's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
11.98%
2.94%
LZB
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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