UAN vs. VGT
Compare and contrast key facts about CVR Partners, LP (UAN) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UAN or VGT.
Key characteristics
| UAN | VGT | |
|---|---|---|
| YTD Return | 15.60% | 29.70% |
| 1Y Return | -1.87% | 44.81% |
| 3Y Return (Ann) | 15.35% | 12.42% |
| 5Y Return (Ann) | 31.97% | 23.16% |
| 10Y Return (Ann) | 3.72% | 21.13% |
| Sharpe Ratio | -0.10 | 2.08 |
| Sortino Ratio | 0.11 | 2.66 |
| Omega Ratio | 1.01 | 1.37 |
| Calmar Ratio | -0.07 | 2.89 |
| Martin Ratio | -0.25 | 10.41 |
| Ulcer Index | 12.87% | 4.22% |
| Daily Std Dev | 33.67% | 21.11% |
| Max Drawdown | -96.77% | -54.63% |
| Current Drawdown | -35.27% | -0.18% |
Correlation
The correlation between UAN and VGT is 0.21, 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
UAN vs. VGT - Performance Comparison
In the year-to-date period, UAN achieves a 15.60% return, which is significantly lower than VGT's 29.70% return. Over the past 10 years, UAN has underperformed VGT with an annualized return of 3.72%, while VGT has yielded a comparatively higher 21.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
UAN vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CVR Partners, LP (UAN) and Vanguard Information Technology ETF (VGT). 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
UAN vs. VGT - Dividend Comparison
UAN's dividend yield for the trailing twelve months is around 11.94%, more than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UAN CVR Partners, LP | 9.69% | 40.64% | 19.21% | 5.62% | 0.00% | 12.90% | 0.00% | 0.61% | 11.81% | 15.61% | 14.48% | 10.60% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
UAN vs. VGT - Drawdown Comparison
The maximum UAN drawdown since its inception was -96.77%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for UAN and VGT. For additional features, visit the drawdowns tool.
Volatility
UAN vs. VGT - Volatility Comparison
CVR Partners, LP (UAN) has a higher volatility of 10.88% compared to Vanguard Information Technology ETF (VGT) at 6.35%. This indicates that UAN's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.