MFIN vs. ^SP500TR
Compare and contrast key facts about Medallion Financial Corp. (MFIN) and S&P 500 Total Return (^SP500TR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIN or ^SP500TR.
Correlation
The correlation between MFIN and ^SP500TR is 0.29, 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.
Performance
MFIN vs. ^SP500TR - Performance Comparison
Key characteristics
MFIN:
-0.11
^SP500TR:
1.75
MFIN:
0.14
^SP500TR:
2.36
MFIN:
1.02
^SP500TR:
1.32
MFIN:
-0.11
^SP500TR:
2.66
MFIN:
-0.32
^SP500TR:
11.02
MFIN:
14.95%
^SP500TR:
2.04%
MFIN:
41.53%
^SP500TR:
12.89%
MFIN:
-90.32%
^SP500TR:
-55.25%
MFIN:
-31.86%
^SP500TR:
-2.12%
Returns By Period
In the year-to-date period, MFIN achieves a -13.42% return, which is significantly lower than ^SP500TR's 2.42% return. Over the past 10 years, MFIN has underperformed ^SP500TR with an annualized return of 0.63%, while ^SP500TR has yielded a comparatively higher 13.06% annualized return.
MFIN
-13.42%
-13.69%
6.11%
6.63%
6.95%
0.63%
^SP500TR
2.42%
-1.08%
7.42%
19.81%
14.30%
13.06%
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
MFIN vs. ^SP500TR — Risk-Adjusted Performance Rank
MFIN
^SP500TR
MFIN vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medallion Financial Corp. (MFIN) and S&P 500 Total Return (^SP500TR). 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.
Drawdowns
MFIN vs. ^SP500TR - Drawdown Comparison
The maximum MFIN drawdown since its inception was -90.32%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MFIN and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
MFIN vs. ^SP500TR - Volatility Comparison
Medallion Financial Corp. (MFIN) has a higher volatility of 10.12% compared to S&P 500 Total Return (^SP500TR) at 3.43%. This indicates that MFIN's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.