SILVX vs. SILV
Compare and contrast key facts about SGI U.S. Large Equity Fund (SILVX) and SilverCrest Metals Inc (SILV).
SILVX is managed by Summit Global Investments. It was launched on Feb 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SILVX or SILV.
Correlation
The correlation between SILVX and SILV is 0.19, 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
SILVX vs. SILV - Performance Comparison
Key characteristics
SILVX:
-0.15
SILV:
1.91
SILVX:
-0.04
SILV:
2.55
SILVX:
0.99
SILV:
1.29
SILVX:
-0.12
SILV:
1.76
SILVX:
-0.40
SILV:
9.33
SILVX:
8.06%
SILV:
11.24%
SILVX:
20.95%
SILV:
54.09%
SILVX:
-31.81%
SILV:
-69.92%
SILVX:
-22.30%
SILV:
-6.48%
Returns By Period
In the year-to-date period, SILVX achieves a 4.22% return, which is significantly lower than SILV's 26.92% return.
SILVX
4.22%
2.64%
-12.43%
-4.42%
-0.76%
3.40%
SILV
26.92%
12.68%
37.66%
122.54%
11.81%
N/A
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Risk-Adjusted Performance
SILVX vs. SILV — Risk-Adjusted Performance Rank
SILVX
SILV
SILVX vs. SILV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Equity Fund (SILVX) and SilverCrest Metals Inc (SILV). 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
SILVX vs. SILV - Dividend Comparison
SILVX's dividend yield for the trailing twelve months is around 0.58%, while SILV has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SILVX SGI U.S. Large Equity Fund | 0.58% | 0.60% | 0.94% | 1.12% | 0.20% | 0.37% | 0.98% | 0.75% | 1.18% | 1.11% | 1.53% | 1.17% |
SILV SilverCrest Metals Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SILVX vs. SILV - Drawdown Comparison
The maximum SILVX drawdown since its inception was -31.81%, smaller than the maximum SILV drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for SILVX and SILV. For additional features, visit the drawdowns tool.
Volatility
SILVX vs. SILV - Volatility Comparison
The current volatility for SGI U.S. Large Equity Fund (SILVX) is 2.44%, while SilverCrest Metals Inc (SILV) has a volatility of 13.01%. This indicates that SILVX experiences smaller price fluctuations and is considered to be less risky than SILV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.