VFAIX vs. MLP
Compare and contrast key facts about Vanguard Financials Index Fund Admiral Shares (VFAIX) and Maui Land & Pineapple Company, Inc. (MLP).
VFAIX is managed by Blackrock. It was launched on Feb 4, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFAIX or MLP.
Correlation
The correlation between VFAIX and MLP is 0.26, 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
VFAIX vs. MLP - Performance Comparison
Key characteristics
VFAIX:
2.14
MLP:
1.23
VFAIX:
3.05
MLP:
1.98
VFAIX:
1.40
MLP:
1.25
VFAIX:
4.08
MLP:
0.80
VFAIX:
14.25
MLP:
6.12
VFAIX:
2.27%
MLP:
8.77%
VFAIX:
15.10%
MLP:
43.67%
VFAIX:
-78.64%
MLP:
-95.97%
VFAIX:
-6.30%
MLP:
-51.21%
Returns By Period
In the year-to-date period, VFAIX achieves a 29.84% return, which is significantly lower than MLP's 44.68% return. Over the past 10 years, VFAIX has underperformed MLP with an annualized return of 11.24%, while MLP has yielded a comparatively higher 15.18% annualized return.
VFAIX
29.84%
-4.19%
19.15%
30.71%
11.56%
11.24%
MLP
44.68%
-1.33%
14.84%
46.62%
15.37%
15.18%
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Risk-Adjusted Performance
VFAIX vs. MLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Financials Index Fund Admiral Shares (VFAIX) and Maui Land & Pineapple Company, Inc. (MLP). 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
VFAIX vs. MLP - Dividend Comparison
VFAIX's dividend yield for the trailing twelve months is around 1.20%, while MLP has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFAIX Vanguard Financials Index Fund Admiral Shares | 1.20% | 2.08% | 2.30% | 1.87% | 2.22% | 2.17% | 2.30% | 1.54% | 1.64% | 2.00% | 1.86% | 1.82% |
MLP Maui Land & Pineapple Company, 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
VFAIX vs. MLP - Drawdown Comparison
The maximum VFAIX drawdown since its inception was -78.64%, smaller than the maximum MLP drawdown of -95.97%. Use the drawdown chart below to compare losses from any high point for VFAIX and MLP. For additional features, visit the drawdowns tool.
Volatility
VFAIX vs. MLP - Volatility Comparison
The current volatility for Vanguard Financials Index Fund Admiral Shares (VFAIX) is 5.28%, while Maui Land & Pineapple Company, Inc. (MLP) has a volatility of 9.87%. This indicates that VFAIX experiences smaller price fluctuations and is considered to be less risky than MLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.