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 0.29, 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:
-0.48
NASDX:
0.46
RICK:
-0.53
NASDX:
0.81
RICK:
0.94
NASDX:
1.11
RICK:
-0.32
NASDX:
0.51
RICK:
-1.33
NASDX:
1.75
RICK:
15.12%
NASDX:
6.66%
RICK:
41.71%
NASDX:
25.40%
RICK:
-94.56%
NASDX:
-81.69%
RICK:
-57.86%
NASDX:
-12.29%
Returns By Period
In the year-to-date period, RICK achieves a -29.51% return, which is significantly lower than NASDX's -7.45% return. Over the past 10 years, RICK has underperformed NASDX with an annualized return of 14.03%, while NASDX has yielded a comparatively higher 16.18% annualized return.
RICK
-29.51%
-11.52%
-5.94%
-19.71%
37.36%
14.03%
NASDX
-7.45%
-2.41%
-4.32%
11.90%
17.75%
16.18%
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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 0.67%, less than NASDX's 9.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICK RCI Hospitality Holdings, Inc. | 0.67% | 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 | 9.32% | 8.65% | 7.53% | 3.75% | 2.40% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% | 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) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) have volatilities of 16.96% and 16.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.