PortfoliosLab logoPortfoliosLab logo
NGVC vs. CCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NGVC vs. CCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Coastal Financial Corporation (CCB). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, NGVC achieves a 29.38% return, which is significantly higher than CCB's -64.23% return.


NGVC

1D
-0.37%
1M
-1.66%
6M
18.63%
YTD
29.38%
1Y
-14.59%
3Y*
42.75%
5Y*
27.84%
10Y*
13.50%
ALL TIME*
6.81%

CCB

1D
2.71%
1M
-47.68%
6M
-57.20%
YTD
-64.23%
1Y
-55.64%
3Y*
-2.64%
5Y*
7.00%
10Y*
ALL TIME*
12.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$23.14M$14.79M$11.39M
$3.37M$3.34M$3.93M

NGVC vs. CCB - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
NGVC
Natural Grocers by Vitamin Cottage, Inc.
29.38%-36.07%152.51%91.83%-34.02%6.24%62.34%-35.12%0.20%
CCB
Coastal Financial Corporation
-64.23%34.95%91.20%-6.54%-6.12%141.05%27.50%8.14%-6.28%

Correlation

The correlation between NGVC and CCB is 0.11, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.11

Correlation (3Y)
Balances recent behavior with more history.

0.26

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.29

Correlation (All Time)
Calculated using the full available price history since Jul 18, 2018

0.24

The correlation between NGVC and CCB shifts across timeframes, from 0.11 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NGVC:

$738.69M

CCB:

$625.05M

EPS

NGVC:

$2.07

CCB:

-$0.33

PS Ratio

NGVC:

0.56

CCB:

0.98

Total Revenue (TTM)

NGVC:

$1.34B

CCB:

$485.14M

Gross Profit (TTM)

NGVC:

$398.61M

CCB:

$241.13M

EBITDA (TTM)

NGVC:

$87.79M

CCB:

$54.64M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

NGVC vs. CCB — Risk / Return Rank

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

NGVC
NGVC Risk / Return Rank: 3030
Overall Rank
NGVC Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
NGVC Sortino Ratio Rank: 2727
Sortino Ratio Rank
NGVC Omega Ratio Rank: 2727
Omega Ratio Rank
NGVC Calmar Ratio Rank: 3333
Calmar Ratio Rank
NGVC Martin Ratio Rank: 3535
Martin Ratio Rank

CCB
CCB Risk / Return Rank: 66
Overall Rank
CCB Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CCB Sortino Ratio Rank: 1010
Sortino Ratio Rank
CCB Omega Ratio Rank: 55
Omega Ratio Rank
CCB Calmar Ratio Rank: 99
Calmar Ratio Rank
CCB Martin Ratio Rank: 00
Martin Ratio Rank
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.

NGVC vs. CCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Coastal Financial Corporation (CCB). 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.


NGVCCCBDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+0.92

Omega ratioGain probability vs. loss probability

0.97

0.78

+0.19

Calmar ratioReturn relative to maximum drawdown

-0.33

-0.87

+0.54

Martin ratioReturn relative to average drawdown

-0.50

-2.21

+1.71

NGVC vs. CCB - Sharpe Ratio Comparison

The current NGVC Sharpe Ratio is -0.35, which is higher than the CCB Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of NGVC and CCB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

NGVC vs. CCB - Drawdown Comparison

The maximum NGVC drawdown since its inception was -89.04%, which is greater than CCB's maximum drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for NGVC and CCB.


Loading charts...

Drawdown Indicators


NGVCCCBDifference

Max Drawdown

Largest peak-to-trough decline

-89.04%

-66.45%

-22.59%

Max Drawdown (1Y)

Largest decline over 1 year

-41.80%

-66.45%

+24.65%

Max Drawdown (3Y)

Largest decline over 3 years

-59.87%

-66.45%

+6.58%

Max Drawdown (5Y)

Largest decline over 5 years

-63.34%

-66.45%

+3.11%

Max Drawdown (10Y)

Largest decline over 10 years

-73.77%

Current Drawdown

Current decline from peak

-45.15%

-65.55%

+20.40%

Average Drawdown

Average peak-to-trough decline

-52.49%

-15.07%

-37.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.35%

25.99%

+1.36%

Volatility

NGVC vs. CCB - Volatility Comparison

The current volatility for Natural Grocers by Vitamin Cottage, Inc. (NGVC) is 12.05%, while Coastal Financial Corporation (CCB) has a volatility of 57.84%. This indicates that NGVC experiences smaller price fluctuations and is considered to be less risky than CCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NGVCCCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.05%

57.84%

-45.79%

Volatility (6M)

Calculated over the trailing 6-month period

26.17%

64.65%

-38.48%

Volatility (1Y)

Calculated over the trailing 1-year period

39.73%

59.73%

-20.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.18%

42.94%

+5.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.68%

50.13%

+5.55%

Dividends

NGVC vs. CCB - Dividend Comparison

NGVC's dividend yield for the trailing twelve months is around 1.78%, while CCB has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
CCB
Coastal Financial Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NGVC
Natural Grocers by Vitamin Cottage, Inc.
1.78%2.04%1.06%8.75%4.38%2.18%16.59%0.71%

Financials

NGVC vs. CCB - Financials Comparison

This section allows you to compare key financial metrics between Natural Grocers by Vitamin Cottage, Inc. and Coastal Financial Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


NGVC and CCB have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CCB has higher volatility (57.84%) compared to NGVC (12.05%). In terms of maximum drawdown, NGVC dropped -89.04% vs CCB's -66.45%.

NGVC currently has the higher Sharpe Ratio (-0.35 vs -0.96), 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.

Portfolio Optimizer

Find the right allocation for NGVC and CCB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer