Correlation
The correlation between UFCS and SCHB is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
UFCS vs. SCHB
Compare and contrast key facts about United Fire Group, Inc. (UFCS) and Schwab U.S. Broad Market ETF (SCHB).
SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UFCS or SCHB.
Performance
UFCS vs. SCHB - Performance Comparison
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Key characteristics
UFCS:
0.78
SCHB:
0.70
UFCS:
1.41
SCHB:
1.00
UFCS:
1.18
SCHB:
1.14
UFCS:
0.44
SCHB:
0.64
UFCS:
2.61
SCHB:
2.36
UFCS:
10.61%
SCHB:
5.21%
UFCS:
40.00%
SCHB:
19.80%
UFCS:
-69.89%
SCHB:
-35.27%
UFCS:
-40.94%
SCHB:
-4.06%
Returns By Period
In the year-to-date period, UFCS achieves a 0.56% return, which is significantly higher than SCHB's 0.38% return. Over the past 10 years, UFCS has underperformed SCHB with an annualized return of 2.31%, while SCHB has yielded a comparatively higher 12.14% annualized return.
UFCS
0.56%
2.60%
-6.50%
30.28%
-1.74%
3.98%
2.31%
SCHB
0.38%
5.72%
-2.65%
12.83%
13.73%
15.27%
12.14%
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Risk-Adjusted Performance
UFCS vs. SCHB — Risk-Adjusted Performance Rank
UFCS
SCHB
UFCS vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United Fire Group, Inc. (UFCS) and Schwab U.S. Broad Market ETF (SCHB). 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
UFCS vs. SCHB - Dividend Comparison
UFCS's dividend yield for the trailing twelve months is around 1.69%, more than SCHB's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFCS United Fire Group, Inc. | 1.69% | 2.25% | 3.18% | 2.30% | 2.59% | 4.54% | 2.97% | 7.59% | 2.39% | 1.97% | 2.24% | 2.62% |
SCHB Schwab U.S. Broad Market ETF | 1.25% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
UFCS vs. SCHB - Drawdown Comparison
The maximum UFCS drawdown since its inception was -69.89%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for UFCS and SCHB.
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Volatility
UFCS vs. SCHB - Volatility Comparison
United Fire Group, Inc. (UFCS) has a higher volatility of 8.39% compared to Schwab U.S. Broad Market ETF (SCHB) at 4.85%. This indicates that UFCS's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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