PINE vs. VNQ
Compare and contrast key facts about Alpine Income Property Trust, Inc. (PINE) and Vanguard Real Estate ETF (VNQ).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PINE or VNQ.
Key characteristics
| PINE | VNQ | |
|---|---|---|
| YTD Return | 11.36% | 9.63% |
| 1Y Return | 27.01% | 30.83% |
| 3Y Return (Ann) | 5.06% | -1.16% |
| Sharpe Ratio | 1.09 | 1.74 |
| Sortino Ratio | 1.71 | 2.51 |
| Omega Ratio | 1.21 | 1.32 |
| Calmar Ratio | 1.08 | 0.96 |
| Martin Ratio | 3.49 | 6.66 |
| Ulcer Index | 7.28% | 4.46% |
| Daily Std Dev | 23.44% | 17.11% |
| Max Drawdown | -60.00% | -73.07% |
| Current Drawdown | -4.85% | -9.56% |
Correlation
The correlation between PINE and VNQ is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PINE vs. VNQ - Performance Comparison
In the year-to-date period, PINE achieves a 11.36% return, which is significantly higher than VNQ's 9.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PINE vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpine Income Property Trust, Inc. (PINE) and Vanguard Real Estate ETF (VNQ). 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
PINE vs. VNQ - Dividend Comparison
PINE's dividend yield for the trailing twelve months is around 6.17%, more than VNQ's 3.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINE Alpine Income Property Trust, Inc. | 6.17% | 6.51% | 5.71% | 5.06% | 5.47% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.88% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
PINE vs. VNQ - Drawdown Comparison
The maximum PINE drawdown since its inception was -60.00%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for PINE and VNQ. For additional features, visit the drawdowns tool.
Volatility
PINE vs. VNQ - Volatility Comparison
Alpine Income Property Trust, Inc. (PINE) has a higher volatility of 7.55% compared to Vanguard Real Estate ETF (VNQ) at 5.37%. This indicates that PINE's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.