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:
0.53
^SP500TR:
0.22
MFIN:
0.98
^SP500TR:
0.43
MFIN:
1.12
^SP500TR:
1.06
MFIN:
0.43
^SP500TR:
0.22
MFIN:
2.02
^SP500TR:
0.96
MFIN:
9.47%
^SP500TR:
4.30%
MFIN:
36.49%
^SP500TR:
19.19%
MFIN:
-90.32%
^SP500TR:
-55.25%
MFIN:
-25.57%
^SP500TR:
-15.85%
Returns By Period
In the year-to-date period, MFIN achieves a -5.44% return, which is significantly higher than ^SP500TR's -11.95% return. Over the past 10 years, MFIN has underperformed ^SP500TR with an annualized return of 1.31%, while ^SP500TR has yielded a comparatively higher 11.33% annualized return.
MFIN
-5.44%
-0.34%
-0.76%
18.23%
36.95%
1.31%
^SP500TR
-11.95%
-8.91%
-11.30%
5.26%
14.82%
11.33%
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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
The current volatility for Medallion Financial Corp. (MFIN) is 10.37%, while S&P 500 Total Return (^SP500TR) has a volatility of 13.74%. This indicates that MFIN experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.