PBEE.L vs. VDIGX
Compare and contrast key facts about Pensionbee Group plc (PBEE.L) and Vanguard Dividend Growth Fund (VDIGX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBEE.L or VDIGX.
Correlation
The correlation between PBEE.L and VDIGX is 0.11, 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
PBEE.L vs. VDIGX - Performance Comparison
Key characteristics
PBEE.L:
2.04
VDIGX:
-0.11
PBEE.L:
3.06
VDIGX:
-0.05
PBEE.L:
1.36
VDIGX:
0.99
PBEE.L:
1.59
VDIGX:
-0.09
PBEE.L:
7.97
VDIGX:
-0.28
PBEE.L:
10.48%
VDIGX:
4.99%
PBEE.L:
40.97%
VDIGX:
13.08%
PBEE.L:
-75.14%
VDIGX:
-46.89%
PBEE.L:
-11.52%
VDIGX:
-12.05%
Returns By Period
In the year-to-date period, PBEE.L achieves a 5.30% return, which is significantly higher than VDIGX's 1.66% return.
PBEE.L
5.30%
0.30%
0.30%
79.79%
N/A
N/A
VDIGX
1.66%
1.29%
-7.56%
-2.55%
4.75%
6.45%
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Risk-Adjusted Performance
PBEE.L vs. VDIGX — Risk-Adjusted Performance Rank
PBEE.L
VDIGX
PBEE.L vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pensionbee Group plc (PBEE.L) and Vanguard Dividend Growth Fund (VDIGX). 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.
Dividends
PBEE.L vs. VDIGX - Dividend Comparison
PBEE.L has not paid dividends to shareholders, while VDIGX's dividend yield for the trailing twelve months is around 1.84%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBEE.L Pensionbee Group plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 1.84% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
PBEE.L vs. VDIGX - Drawdown Comparison
The maximum PBEE.L drawdown since its inception was -75.14%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for PBEE.L and VDIGX. For additional features, visit the drawdowns tool.
Volatility
PBEE.L vs. VDIGX - Volatility Comparison
Pensionbee Group plc (PBEE.L) has a higher volatility of 16.40% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.18%. This indicates that PBEE.L's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.