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:
-0.40
NASDX:
0.95
RICK:
-0.39
NASDX:
1.31
RICK:
0.96
NASDX:
1.18
RICK:
-0.26
NASDX:
1.37
RICK:
-0.68
NASDX:
4.18
RICK:
23.00%
NASDX:
4.46%
RICK:
39.06%
NASDX:
19.74%
RICK:
-94.57%
NASDX:
-81.69%
RICK:
-45.58%
NASDX:
-6.24%
Returns By Period
In the year-to-date period, RICK achieves a -8.96% return, which is significantly lower than NASDX's 2.03% return. Over the past 10 years, RICK has outperformed NASDX with an annualized return of 18.52%, while NASDX has yielded a comparatively lower 14.79% annualized return.
RICK
-8.96%
-8.03%
13.11%
-15.49%
23.37%
18.52%
NASDX
2.03%
1.08%
1.52%
16.92%
14.12%
14.79%
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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 0.50%, more than NASDX's 0.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICK RCI Hospitality Holdings, Inc. | 0.50% | 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 | 0.35% | 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 -94.57%, 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 13.06% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 6.54%. 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.