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PATI vs. SCHG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


PATISCHG

Correlation

-0.50.00.51.00.0

The correlation between PATI and SCHG is 0.03, 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

PATI vs. SCHG - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2024FebruaryMarchApril
111.58%
26.62%
PATI
SCHG

Compare stocks, funds, or ETFs

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


Patriot Transportation Holding, Inc.

Schwab U.S. Large-Cap Growth ETF

Risk-Adjusted Performance

PATI vs. SCHG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Patriot Transportation Holding, Inc. (PATI) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.


PATI
Sharpe ratio
The chart of Sharpe ratio for PATI, currently valued at 0.67, compared to the broader market-2.00-1.000.001.002.003.004.000.67
Sortino ratio
The chart of Sortino ratio for PATI, currently valued at 5.15, compared to the broader market-4.00-2.000.002.004.006.005.15
Omega ratio
The chart of Omega ratio for PATI, currently valued at 1.82, compared to the broader market0.501.001.501.82
Calmar ratio
The chart of Calmar ratio for PATI, currently valued at 1.84, compared to the broader market0.002.004.006.001.84
Martin ratio
The chart of Martin ratio for PATI, currently valued at 7.89, compared to the broader market0.0010.0020.0030.007.89
SCHG
Sharpe ratio
The chart of Sharpe ratio for SCHG, currently valued at 2.56, compared to the broader market-2.00-1.000.001.002.003.004.002.56
Sortino ratio
The chart of Sortino ratio for SCHG, currently valued at 3.50, compared to the broader market-4.00-2.000.002.004.006.003.50
Omega ratio
The chart of Omega ratio for SCHG, currently valued at 1.44, compared to the broader market0.501.001.501.44
Calmar ratio
The chart of Calmar ratio for SCHG, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for SCHG, currently valued at 13.66, compared to the broader market0.0010.0020.0030.0013.66

PATI vs. SCHG - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
0.67
2.56
PATI
SCHG

Dividends

PATI vs. SCHG - Dividend Comparison

PATI has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.45%.


TTM20232022202120202019201820172016201520142013
PATI
Patriot Transportation Holding, Inc.
0.00%0.00%0.00%46.82%68.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHG
Schwab U.S. Large-Cap Growth ETF
0.45%0.46%0.55%0.42%0.52%0.82%1.27%1.01%0.82%1.22%1.09%1.07%

Drawdowns

PATI vs. SCHG - Drawdown Comparison


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril0
-4.79%
PATI
SCHG

Volatility

PATI vs. SCHG - Volatility Comparison

The current volatility for Patriot Transportation Holding, Inc. (PATI) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.91%. This indicates that PATI experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%NovemberDecember2024FebruaryMarchApril0
4.91%
PATI
SCHG