Correlation
The correlation between RPMMX and VOO is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
RPMMX vs. VOO
Compare and contrast key facts about Reinhart Mid Cap PMV Fund (RPMMX) and Vanguard S&P 500 ETF (VOO).
RPMMX is managed by Reinhartfunds. It was launched on Jun 1, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMMX or VOO.
Performance
RPMMX vs. VOO - Performance Comparison
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Key characteristics
RPMMX:
0.06
VOO:
0.74
RPMMX:
0.21
VOO:
1.04
RPMMX:
1.03
VOO:
1.15
RPMMX:
0.05
VOO:
0.68
RPMMX:
0.13
VOO:
2.58
RPMMX:
7.42%
VOO:
4.93%
RPMMX:
19.88%
VOO:
19.54%
RPMMX:
-48.85%
VOO:
-33.99%
RPMMX:
-12.26%
VOO:
-3.55%
Returns By Period
In the year-to-date period, RPMMX achieves a -3.11% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, RPMMX has underperformed VOO with an annualized return of 2.02%, while VOO has yielded a comparatively higher 12.81% annualized return.
RPMMX
-3.11%
2.76%
-11.77%
-0.12%
-1.72%
7.65%
2.02%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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RPMMX vs. VOO - Expense Ratio Comparison
RPMMX has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RPMMX vs. VOO — Risk-Adjusted Performance Rank
RPMMX
VOO
RPMMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Mid Cap PMV Fund (RPMMX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
RPMMX vs. VOO - Dividend Comparison
RPMMX's dividend yield for the trailing twelve months is around 3.10%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMMX Reinhart Mid Cap PMV Fund | 3.10% | 3.00% | 5.65% | 5.04% | 0.74% | 0.73% | 0.50% | 9.52% | 8.84% | 2.67% | 3.29% | 4.39% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RPMMX vs. VOO - Drawdown Comparison
The maximum RPMMX drawdown since its inception was -48.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RPMMX and VOO.
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Volatility
RPMMX vs. VOO - Volatility Comparison
Reinhart Mid Cap PMV Fund (RPMMX) has a higher volatility of 5.59% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that RPMMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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