PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
RELI vs. DOW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RELI and DOW is 0.10, 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.


-0.50.00.51.00.1

Performance

RELI vs. DOW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Reliance Global Group, Inc. (RELI) and Dow Inc. (DOW). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
-99.97%
8.90%
RELI
DOW

Key characteristics

Sharpe Ratio

RELI:

-0.58

DOW:

-1.12

Sortino Ratio

RELI:

-1.22

DOW:

-1.55

Omega Ratio

RELI:

0.86

DOW:

0.83

Calmar Ratio

RELI:

-0.86

DOW:

-0.63

Martin Ratio

RELI:

-1.45

DOW:

-1.98

Ulcer Index

RELI:

59.27%

DOW:

11.50%

Daily Std Dev

RELI:

149.45%

DOW:

20.32%

Max Drawdown

RELI:

-99.99%

DOW:

-60.87%

Current Drawdown

RELI:

-99.99%

DOW:

-34.67%

Fundamentals

Market Cap

RELI:

$2.24M

DOW:

$28.40B

EPS

RELI:

-$78.45

DOW:

$1.50

Total Revenue (TTM)

RELI:

$14.08M

DOW:

$43.18B

Gross Profit (TTM)

RELI:

$5.00M

DOW:

$4.64B

EBITDA (TTM)

RELI:

-$5.04M

DOW:

$4.43B

Returns By Period

In the year-to-date period, RELI achieves a -86.86% return, which is significantly lower than DOW's -23.15% return.


RELI

YTD

-86.86%

1M

-13.04%

6M

-84.83%

1Y

-84.34%

5Y*

-82.18%

10Y*

N/A

DOW

YTD

-23.15%

1M

-7.63%

6M

-23.86%

1Y

-23.34%

5Y*

-1.01%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

RELI vs. DOW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Reliance Global Group, Inc. (RELI) and Dow Inc. (DOW). 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.


Sharpe ratio
The chart of Sharpe ratio for RELI, currently valued at -0.58, compared to the broader market-4.00-2.000.002.00-0.58-1.12
The chart of Sortino ratio for RELI, currently valued at -1.22, compared to the broader market-4.00-2.000.002.004.00-1.22-1.55
The chart of Omega ratio for RELI, currently valued at 0.86, compared to the broader market0.501.001.502.000.860.83
The chart of Calmar ratio for RELI, currently valued at -0.86, compared to the broader market0.002.004.006.00-0.86-0.63
The chart of Martin ratio for RELI, currently valued at -1.45, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.45-1.98
RELI
DOW

The current RELI Sharpe Ratio is -0.58, which is higher than the DOW Sharpe Ratio of -1.12. The chart below compares the historical Sharpe Ratios of RELI and DOW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50JulyAugustSeptemberOctoberNovemberDecember
-0.58
-1.12
RELI
DOW

Dividends

RELI vs. DOW - Dividend Comparison

RELI has not paid dividends to shareholders, while DOW's dividend yield for the trailing twelve months is around 7.01%.


TTM20232022202120202019
RELI
Reliance Global Group, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%
DOW
Dow Inc.
7.01%5.11%5.56%4.94%5.05%3.84%

Drawdowns

RELI vs. DOW - Drawdown Comparison

The maximum RELI drawdown since its inception was -99.99%, which is greater than DOW's maximum drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for RELI and DOW. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%JulyAugustSeptemberOctoberNovemberDecember
-99.99%
-34.67%
RELI
DOW

Volatility

RELI vs. DOW - Volatility Comparison

Reliance Global Group, Inc. (RELI) has a higher volatility of 33.29% compared to Dow Inc. (DOW) at 7.14%. This indicates that RELI's price experiences larger fluctuations and is considered to be riskier than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
33.29%
7.14%
RELI
DOW

Financials

RELI vs. DOW - Financials Comparison

This section allows you to compare key financial metrics between Reliance Global Group, Inc. and Dow Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab