PTON vs. VCR
Compare and contrast key facts about Peloton Interactive, Inc. (PTON) and Vanguard Consumer Discretionary ETF (VCR).
VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTON or VCR.
Key characteristics
| PTON | VCR | |
|---|---|---|
| YTD Return | -48.60% | 0.13% |
| 1Y Return | -64.55% | 24.45% |
| 3Y Return (Ann) | -68.08% | -0.02% |
| Sharpe Ratio | -0.80 | 1.33 |
| Daily Std Dev | 79.23% | 17.71% |
| Max Drawdown | -98.19% | -61.54% |
| Current Drawdown | -98.13% | -12.51% |
Correlation
The correlation between PTON and VCR is 0.44, 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
PTON vs. VCR - Performance Comparison
In the year-to-date period, PTON achieves a -48.60% return, which is significantly lower than VCR's 0.13% 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
PTON vs. VCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Peloton Interactive, Inc. (PTON) and Vanguard Consumer Discretionary ETF (VCR). 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
PTON vs. VCR - Dividend Comparison
PTON has not paid dividends to shareholders, while VCR's dividend yield for the trailing twelve months is around 0.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTON Peloton Interactive, 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% |
VCR Vanguard Consumer Discretionary ETF | 0.82% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
Drawdowns
PTON vs. VCR - Drawdown Comparison
The maximum PTON drawdown since its inception was -98.19%, which is greater than VCR's maximum drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for PTON and VCR. For additional features, visit the drawdowns tool.
Volatility
PTON vs. VCR - Volatility Comparison
Peloton Interactive, Inc. (PTON) has a higher volatility of 19.33% compared to Vanguard Consumer Discretionary ETF (VCR) at 5.52%. This indicates that PTON's price experiences larger fluctuations and is considered to be riskier than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.