MDRR vs. CASH

Last updated Aug 1, 2026

MDRR (Medalist Diversified REIT, Inc.) and CASH (Pathward Financial, Inc.) are both stocks. MDRR operates in REIT - Diversified (Real Estate), while CASH operates in Banks - Regional (Financial Services). Over the past 5 years, MDRR returned -6.84%/yr vs 12.57%/yr for CASH. Their 0.06 correlation means their historical movements had little consistent relationship.

Performance

MDRR vs. CASH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medalist Diversified REIT, Inc. (MDRR) and Pathward Financial, Inc. (CASH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MDRR achieves a -5.71% return, which is significantly lower than CASH's 24.43% return.

MDRR

• 1D: 0.26%
• 1M: -0.46%
• 6M: -5.45%
• YTD: -5.71%
• 1Y: 3.15%
• 3Y*: 2.48%
• 5Y*: -6.84%
• 10Y*: —
• ALL TIME*: -25.36%

CASH

• 1D: 0.62%
• 1M: -0.54%
• 6M: -2.16%
• YTD: 24.43%
• 1Y: 18.28%
• 3Y*: 19.05%
• 5Y*: 12.57%
• 10Y*: 17.69%
• ALL TIME*: 12.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CASH Pathward Financial, Inc.	$21.60M	$19.27M	$18.69M
MDRR Medalist Diversified REIT, Inc.	$14.89K	$11.45K	$25.86K

MDRR vs. CASH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
MDRR Medalist Diversified REIT, Inc.	-5.71%	-5.47%	28.55%	-3.98%	-37.26%	-43.15%	-35.08%	-55.42%	-6.66%
CASH Pathward Financial, Inc.	24.43%	-3.25%	39.47%	23.45%	-27.48%	63.82%	0.94%	89.68%	-15.27%

Correlation

The correlation between MDRR and CASH is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.01
Correlation (3Y) Balances recent behavior with more history.	0.02
Correlation (5Y) Shows whether the relationship held over a longer period.	0.07
Correlation (All Time) Calculated using the full available price history since Nov 28, 2018	0.06

Fundamentals

Market Cap MDRR : $14.13M CASH : $1.86B
EPS MDRR : $5.27 CASH : $7.92
PE Ratio MDRR : 2.16 CASH : 11.14
PS Ratio MDRR : 1.60 CASH : 4.48
PB Ratio MDRR : 0.94 CASH : 2.26
Total Revenue (TTM) MDRR : $10.23M CASH : $437.03M
Gross Profit (TTM) MDRR : -$739.05K CASH : $160.30M
EBITDA (TTM) MDRR : $16.57M CASH : $216.92M

Return for Risk

MDRR vs. CASH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MDRR

MDRR Risk / Return Rank: 47
MDRR Sharpe Ratio Rank: 48
MDRR Sortino Ratio Rank: 45
MDRR Omega Ratio Rank: 46
MDRR Calmar Ratio Rank: 48
MDRR Martin Ratio Rank: 47

CASH

CASH Risk / Return Rank: 61
CASH Sharpe Ratio Rank: 65
CASH Sortino Ratio Rank: 57
CASH Omega Ratio Rank: 59
CASH Calmar Ratio Rank: 62
CASH Martin Ratio Rank: 63

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MDRR vs. CASH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Medalist Diversified REIT, Inc. (MDRR) and Pathward Financial, Inc. (CASH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MDRR	CASH	Difference
Sharpe ratio: Return per unit of total volatility	0.07	0.57	-0.51
Sortino ratio: Return per unit of downside risk	0.46	0.93	-0.47
Omega ratio: Gain probability vs. loss probability	1.06	1.13	-0.07
Calmar ratio: Return relative to maximum drawdown	0.11	0.77	-0.66
Martin ratio: Return relative to average drawdown	0.20	1.69	-1.49

MDRR vs. CASH - Sharpe Ratio Comparison

The current MDRR Sharpe Ratio is 0.07, which is lower than the CASH Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of MDRR and CASH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MDRR vs. CASH - Drawdown Comparison

The maximum MDRR drawdown since its inception was -91.37%, which is greater than CASH's maximum drawdown of -83.66%. Use the drawdown chart below to compare losses from any high point for MDRR and CASH.

Drawdown Indicators

	MDRR	CASH	Difference
Max Drawdown Largest peak-to-trough decline	-91.37%	-83.66%	-7.71%
Max Drawdown (1Y) Largest decline over 1 year	-28.17%	-22.21%	-5.96%
Max Drawdown (3Y) Largest decline over 3 years	-29.54%	-22.21%	-7.33%
Max Drawdown (5Y) Largest decline over 5 years	-48.88%	-50.84%	+1.96%
Max Drawdown (10Y) Largest decline over 10 years	—	-64.90%	—
Current Drawdown Current decline from peak	-89.40%	-11.64%	-77.76%
Average Drawdown Average peak-to-trough decline	-78.42%	-22.84%	-55.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.54%	10.06%	+5.48%

Volatility

MDRR vs. CASH - Volatility Comparison

Medalist Diversified REIT, Inc. (MDRR) and Pathward Financial, Inc. (CASH) have volatilities of 10.14% and 9.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MDRR	CASH	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.14%	9.87%	+0.27%
Volatility (6M) Calculated over the trailing 6-month period	31.97%	22.31%	+9.66%
Volatility (1Y) Calculated over the trailing 1-year period	48.68%	29.71%	+18.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.43%	33.42%	+14.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	83.31%	41.36%	+41.95%

Dividends

MDRR vs. CASH - Dividend Comparison

MDRR's dividend yield for the trailing twelve months is around 2.37%, more than CASH's 0.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CASH Pathward Financial, Inc.	0.23%	0.28%	0.27%	0.38%	0.46%	0.34%	0.55%	0.55%	0.96%	0.56%	0.51%	1.13%
MDRR Medalist Diversified REIT, Inc.	2.37%	2.17%	1.28%	3.05%	10.00%	3.33%	5.73%	15.17%	2.01%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both MDRR and CASH in my portfolio?

MDRR and CASH have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MDRR or CASH?

MDRR has higher volatility (10.14%) compared to CASH (9.87%). In terms of maximum drawdown, MDRR dropped -91.37% vs CASH's -83.66%.

Which has better risk-adjusted returns?

CASH currently has the higher Sharpe Ratio (0.57 vs 0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.