STZ vs. ACSTX

In the year-to-date period, STZ achieves a -15.63% return, which is significantly lower than ACSTX's -2.45% return. Over the past 10 years, STZ has outperformed ACSTX with an annualized return of 6.15%, while ACSTX has yielded a comparatively lower 2.37% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Constellation Brands, Inc. (STZ) and Invesco Comstock Fund (ACSTX). 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 STZ Sharpe Ratio is -0.96, which is lower than the ACSTX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of STZ and ACSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STZ's dividend yield for the trailing twelve months is around 2.18%, less than ACSTX's 10.47% yield.

The maximum STZ drawdown since its inception was -75.46%, which is greater than ACSTX's maximum drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for STZ and ACSTX. For additional features, visit the drawdowns tool.

The current volatility for Constellation Brands, Inc. (STZ) is 9.28%, while Invesco Comstock Fund (ACSTX) has a volatility of 12.09%. This indicates that STZ experiences smaller price fluctuations and is considered to be less risky than ACSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.