MLP vs. VFAIX

In the year-to-date period, MLP achieves a 49.02% return, which is significantly higher than VFAIX's 37.16% return. Over the past 10 years, MLP has outperformed VFAIX with an annualized return of 16.11%, while VFAIX has yielded a comparatively lower 12.16% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Maui Land & Pineapple Company, Inc. (MLP) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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 MLP Sharpe Ratio is 1.40, which is lower than the VFAIX Sharpe Ratio of 3.35. The chart below compares the historical Sharpe Ratios of MLP and VFAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MLP has not paid dividends to shareholders, while VFAIX's dividend yield for the trailing twelve months is around 1.57%.

The maximum MLP drawdown since its inception was -95.97%, which is greater than VFAIX's maximum drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for MLP and VFAIX. For additional features, visit the drawdowns tool.

Maui Land & Pineapple Company, Inc. (MLP) has a higher volatility of 17.03% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 7.77%. This indicates that MLP's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.