MFIN vs. XLG

In the year-to-date period, MFIN achieves a -0.38% return, which is significantly higher than XLG's -0.87% return. Over the past 10 years, MFIN has underperformed XLG with an annualized return of 1.24%, while XLG has yielded a comparatively higher 14.66% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Medallion Financial Corp. (MFIN) and Invesco S&P 500® Top 50 ETF (XLG). 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.

The current MFIN Sharpe Ratio is 0.58, which is comparable to the XLG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of MFIN and XLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFIN's dividend yield for the trailing twelve months is around 4.82%, more than XLG's 0.73% yield.

The maximum MFIN drawdown since its inception was -90.32%, which is greater than XLG's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for MFIN and XLG. For additional features, visit the drawdowns tool.

Medallion Financial Corp. (MFIN) and Invesco S&P 500® Top 50 ETF (XLG) have volatilities of 6.44% and 6.16%, 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.