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.
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
Key characteristics
RICK:
-0.71
NASDX:
-0.51
RICK:
-0.98
NASDX:
-0.52
RICK:
0.89
NASDX:
0.93
RICK:
-0.48
NASDX:
-0.48
RICK:
-1.71
NASDX:
-1.72
RICK:
16.81%
NASDX:
6.62%
RICK:
40.48%
NASDX:
22.48%
RICK:
-94.56%
NASDX:
-81.69%
RICK:
-58.54%
NASDX:
-23.91%
Returns By Period
In the year-to-date period, RICK achieves a -30.64% return, which is significantly lower than NASDX's -17.20% return. Over the past 10 years, RICK has outperformed NASDX with an annualized return of 14.47%, while NASDX has yielded a comparatively lower 11.92% annualized return.
RICK
-30.64%
-16.45%
-4.78%
-28.30%
37.80%
14.47%
NASDX
-17.20%
-15.68%
-19.80%
-10.00%
13.77%
11.92%
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Risk-Adjusted Performance
RICK vs. NASDX — Risk-Adjusted Performance Rank
RICK
NASDX
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 0.68%, more than NASDX's 0.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICK RCI Hospitality Holdings, Inc. | 0.68% | 0.45% | 0.36% | 0.21% | 0.21% | 0.38% | 0.63% | 0.54% | 0.43% | 0.70% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.30% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
RICK vs. NASDX - Drawdown Comparison
The maximum RICK drawdown since its inception was -94.56%, 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 12.24% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 10.70%. 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.