POST vs. USNQX
Compare and contrast key facts about Post Holdings, Inc. (POST) and USAA Nasdaq 100 Index Fund (USNQX).
USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POST or USNQX.
Key characteristics
| POST | USNQX | |
|---|---|---|
| YTD Return | 23.76% | 25.67% |
| 1Y Return | 29.05% | 33.94% |
| 3Y Return (Ann) | 16.10% | 6.09% |
| 5Y Return (Ann) | 9.42% | 18.45% |
| 10Y Return (Ann) | 16.53% | 16.34% |
| Sharpe Ratio | 1.66 | 1.91 |
| Sortino Ratio | 2.72 | 2.56 |
| Omega Ratio | 1.31 | 1.35 |
| Calmar Ratio | 2.45 | 2.47 |
| Martin Ratio | 10.42 | 8.97 |
| Ulcer Index | 2.84% | 3.74% |
| Daily Std Dev | 17.84% | 17.52% |
| Max Drawdown | -47.37% | -74.36% |
| Current Drawdown | -7.82% | -0.23% |
Correlation
The correlation between POST and USNQX is 0.32, 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
POST vs. USNQX - Performance Comparison
In the year-to-date period, POST achieves a 23.76% return, which is significantly lower than USNQX's 25.67% return. Both investments have delivered pretty close results over the past 10 years, with POST having a 16.53% annualized return and USNQX not far behind at 16.34%. 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
POST vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Post Holdings, Inc. (POST) and USAA Nasdaq 100 Index Fund (USNQX). 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
POST vs. USNQX - Dividend Comparison
POST has not paid dividends to shareholders, while USNQX's dividend yield for the trailing twelve months is around 0.46%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POST Post Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USNQX USAA Nasdaq 100 Index Fund | 0.46% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
Drawdowns
POST vs. USNQX - Drawdown Comparison
The maximum POST drawdown since its inception was -47.37%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for POST and USNQX. For additional features, visit the drawdowns tool.
Volatility
POST vs. USNQX - Volatility Comparison
The current volatility for Post Holdings, Inc. (POST) is 4.07%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 5.10%. This indicates that POST experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.