RICK vs. NASDX

In the year-to-date period, RICK achieves a -28.37% return, which is significantly lower than NASDX's 2.03% return. Over the past 10 years, RICK has underperformed NASDX with an annualized return of 13.51%, while NASDX has yielded a comparatively higher 17.36% annualized return.

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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.

The current RICK Sharpe Ratio is -0.30, which is lower than the NASDX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of RICK and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RICK's dividend yield for the trailing twelve months is around 0.66%, less than NASDX's 8.46% yield.

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.

RCI Hospitality Holdings, Inc. (RICK) has a higher volatility of 11.05% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.51%. 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.