PLMR vs. FXAIX

In the year-to-date period, PLMR achieves a 41.86% return, which is significantly higher than FXAIX's -9.86% return.

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This table presents a comparison of risk-adjusted performance metrics for Palomar Holdings, Inc. (PLMR) and Fidelity 500 Index Fund (FXAIX). 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 PLMR Sharpe Ratio is 2.53, which is higher than the FXAIX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of PLMR and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLMR has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.41%.

The maximum PLMR drawdown since its inception was -62.86%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PLMR and FXAIX. For additional features, visit the drawdowns tool.

Palomar Holdings, Inc. (PLMR) and Fidelity 500 Index Fund (FXAIX) have volatilities of 13.87% and 13.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.