SDVGX vs. ARGFX

In the year-to-date period, SDVGX achieves a 0.32% return, which is significantly higher than ARGFX's -3.66% return. Over the past 10 years, SDVGX has outperformed ARGFX with an annualized return of 0.25%, while ARGFX has yielded a comparatively lower -0.43% annualized return.

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SDVGX has a 0.70% expense ratio, which is lower than ARGFX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SIT Dividend Growth Fund (SDVGX) and Ariel Fund (ARGFX). 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 SDVGX Sharpe Ratio is -0.06, which is lower than the ARGFX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SDVGX and ARGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SDVGX's dividend yield for the trailing twelve months is around 12.39%, more than ARGFX's 0.12% yield.

The maximum SDVGX drawdown since its inception was -46.19%, smaller than the maximum ARGFX drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for SDVGX and ARGFX. For additional features, visit the drawdowns tool.

The current volatility for SIT Dividend Growth Fund (SDVGX) is 5.31%, while Ariel Fund (ARGFX) has a volatility of 6.96%. This indicates that SDVGX experiences smaller price fluctuations and is considered to be less risky than ARGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.