RICK vs. NASDX
Compare and contrast key facts about RCI Hospitality Holdings, Inc. (RICK) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RICK or NASDX.
Key characteristics
| RICK | NASDX | |
|---|---|---|
| YTD Return | -24.02% | 24.54% |
| 1Y Return | -11.14% | 23.35% |
| 3Y Return (Ann) | -11.89% | 4.90% |
| 5Y Return (Ann) | 21.88% | 16.16% |
| 10Y Return (Ann) | 17.89% | 15.32% |
| Sharpe Ratio | -0.29 | 1.24 |
| Sortino Ratio | -0.18 | 1.64 |
| Omega Ratio | 0.98 | 1.24 |
| Calmar Ratio | -0.19 | 1.55 |
| Martin Ratio | -0.43 | 5.75 |
| Ulcer Index | 26.54% | 4.07% |
| Daily Std Dev | 38.65% | 18.90% |
| Max Drawdown | -94.57% | -81.69% |
| Current Drawdown | -47.90% | -1.06% |
Correlation
The correlation between RICK and NASDX is 0.23, 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
RICK vs. NASDX - Performance Comparison
In the year-to-date period, RICK achieves a -24.02% return, which is significantly lower than NASDX's 24.54% return. Over the past 10 years, RICK has outperformed NASDX with an annualized return of 17.89%, while NASDX has yielded a comparatively lower 15.32% annualized 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
RICK vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RCI Hospitality Holdings, Inc. (RICK) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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
RICK vs. NASDX - Dividend Comparison
RICK's dividend yield for the trailing twelve months is around 0.50%, more than NASDX's 0.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICK RCI Hospitality Holdings, Inc. | 0.50% | 0.36% | 0.21% | 0.21% | 0.38% | 0.63% | 0.54% | 0.43% | 0.70% | 0.00% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.38% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% | 0.72% |
Drawdowns
RICK vs. NASDX - Drawdown Comparison
The maximum RICK drawdown since its inception was -94.57%, which is greater than NASDX's maximum drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for RICK and NASDX. For additional features, visit the drawdowns tool.
Volatility
RICK vs. NASDX - Volatility Comparison
RCI Hospitality Holdings, Inc. (RICK) has a higher volatility of 12.36% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 4.96%. This indicates that RICK's price experiences larger fluctuations and is considered to be riskier than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.