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OPOF vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between OPOF and VOO is 0.08, 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

OPOF vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Old Point Financial Corporation (OPOF) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

OPOF:

4.46

VOO:

0.60

Sortino Ratio

OPOF:

6.47

VOO:

0.88

Omega Ratio

OPOF:

1.96

VOO:

1.13

Calmar Ratio

OPOF:

3.25

VOO:

0.56

Martin Ratio

OPOF:

41.26

VOO:

2.13

Ulcer Index

OPOF:

4.14%

VOO:

4.91%

Daily Std Dev

OPOF:

38.14%

VOO:

19.46%

Max Drawdown

OPOF:

-63.89%

VOO:

-33.99%

Current Drawdown

OPOF:

-3.87%

VOO:

-5.22%

Returns By Period

In the year-to-date period, OPOF achieves a 50.38% return, which is significantly higher than VOO's -0.85% return. Both investments have delivered pretty close results over the past 10 years, with OPOF having a 12.53% annualized return and VOO not far ahead at 12.64%.


OPOF

YTD

50.38%

1M

-0.03%

6M

82.15%

1Y

170.47%

3Y*

17.86%

5Y*

23.59%

10Y*

12.53%

VOO

YTD

-0.85%

1M

5.19%

6M

-2.10%

1Y

10.85%

3Y*

15.45%

5Y*

16.18%

10Y*

12.64%

*Annualized

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Old Point Financial Corporation

Vanguard S&P 500 ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

OPOF vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OPOF
The Risk-Adjusted Performance Rank of OPOF is 9999
Overall Rank
The Sharpe Ratio Rank of OPOF is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of OPOF is 9999
Sortino Ratio Rank
The Omega Ratio Rank of OPOF is 9999
Omega Ratio Rank
The Calmar Ratio Rank of OPOF is 9797
Calmar Ratio Rank
The Martin Ratio Rank of OPOF is 100100
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6262
Overall Rank
The Sharpe Ratio Rank of VOO is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6262
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6565
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OPOF vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Old Point Financial Corporation (OPOF) and Vanguard S&P 500 ETF (VOO). 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 OPOF Sharpe Ratio is 4.46, which is higher than the VOO Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of OPOF and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

OPOF vs. VOO - Dividend Comparison

OPOF's dividend yield for the trailing twelve months is around 1.44%, more than VOO's 1.31% yield.


TTM20242023202220212020201920182017201620152014
OPOF
Old Point Financial Corporation
1.44%2.15%3.12%1.93%2.14%2.53%1.75%2.02%1.48%1.60%1.98%1.73%
VOO
Vanguard S&P 500 ETF
1.31%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

OPOF vs. VOO - Drawdown Comparison

The maximum OPOF drawdown since its inception was -63.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OPOF and VOO.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

OPOF vs. VOO - Volatility Comparison

Old Point Financial Corporation (OPOF) has a higher volatility of 4.76% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that OPOF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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