VFAIX vs. MLP

In the year-to-date period, VFAIX achieves a 33.81% return, which is significantly lower than MLP's 46.63% return. Over the past 10 years, VFAIX has underperformed MLP with an annualized return of 11.95%, while MLP has yielded a comparatively higher 15.77% annualized return.

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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.

The current VFAIX Sharpe Ratio is 3.15, which is higher than the MLP Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of VFAIX and MLP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFAIX's dividend yield for the trailing twelve months is around 1.61%, while MLP has not paid dividends to shareholders.

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.

The current volatility for Vanguard Financials Index Fund Admiral Shares (VFAIX) is 7.68%, while Maui Land & Pineapple Company, Inc. (MLP) has a volatility of 17.06%. 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.