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VIRC vs. APO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VIRC and APO is 0.10, 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.


-0.50.00.51.00.1

Performance

VIRC vs. APO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virco Mfg. Corporation (VIRC) and Apollo Global Management, Inc. (APO). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
-24.62%
45.89%
VIRC
APO

Key characteristics

Sharpe Ratio

VIRC:

-0.03

APO:

2.83

Sortino Ratio

VIRC:

0.44

APO:

3.36

Omega Ratio

VIRC:

1.06

APO:

1.49

Calmar Ratio

VIRC:

-0.05

APO:

4.30

Martin Ratio

VIRC:

-0.13

APO:

17.17

Ulcer Index

VIRC:

17.55%

APO:

5.23%

Daily Std Dev

VIRC:

68.20%

APO:

31.79%

Max Drawdown

VIRC:

-91.93%

APO:

-56.98%

Current Drawdown

VIRC:

-41.81%

APO:

-3.91%

Fundamentals

Market Cap

VIRC:

$189.45M

APO:

$99.76B

EPS

VIRC:

$1.52

APO:

$9.47

PE Ratio

VIRC:

7.65

APO:

18.62

PEG Ratio

VIRC:

0.00

APO:

1.37

Total Revenue (TTM)

VIRC:

$280.38M

APO:

$31.88B

Gross Profit (TTM)

VIRC:

$123.31M

APO:

$29.78B

EBITDA (TTM)

VIRC:

$39.20M

APO:

$9.18B

Returns By Period

In the year-to-date period, VIRC achieves a -11.48% return, which is significantly lower than APO's 86.92% return. Over the past 10 years, VIRC has underperformed APO with an annualized return of 16.09%, while APO has yielded a comparatively higher 28.40% annualized return.


VIRC

YTD

-11.48%

1M

-33.07%

6M

-29.53%

1Y

-8.04%

5Y*

19.70%

10Y*

16.09%

APO

YTD

86.92%

1M

2.43%

6M

46.13%

1Y

90.21%

5Y*

33.21%

10Y*

28.40%

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Risk-Adjusted Performance

VIRC vs. APO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virco Mfg. Corporation (VIRC) and Apollo Global Management, Inc. (APO). 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.


Sharpe ratio
The chart of Sharpe ratio for VIRC, currently valued at -0.03, compared to the broader market-4.00-2.000.002.00-0.032.83
The chart of Sortino ratio for VIRC, currently valued at 0.44, compared to the broader market-4.00-2.000.002.004.000.443.36
The chart of Omega ratio for VIRC, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.49
The chart of Calmar ratio for VIRC, currently valued at -0.05, compared to the broader market0.002.004.006.00-0.054.30
The chart of Martin ratio for VIRC, currently valued at -0.13, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.1317.17
VIRC
APO

The current VIRC Sharpe Ratio is -0.03, which is lower than the APO Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of VIRC and APO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
-0.03
2.83
VIRC
APO

Dividends

VIRC vs. APO - Dividend Comparison

VIRC's dividend yield for the trailing twelve months is around 0.85%, less than APO's 1.06% yield.


TTM20232022202120202019201820172016201520142013
VIRC
Virco Mfg. Corporation
0.85%0.17%0.00%0.00%0.00%0.00%1.50%0.30%0.00%0.00%0.00%0.00%
APO
Apollo Global Management, Inc.
1.06%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%12.50%

Drawdowns

VIRC vs. APO - Drawdown Comparison

The maximum VIRC drawdown since its inception was -91.93%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for VIRC and APO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-41.81%
-3.91%
VIRC
APO

Volatility

VIRC vs. APO - Volatility Comparison

Virco Mfg. Corporation (VIRC) has a higher volatility of 22.62% compared to Apollo Global Management, Inc. (APO) at 8.86%. This indicates that VIRC's price experiences larger fluctuations and is considered to be riskier than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
22.62%
8.86%
VIRC
APO

Financials

VIRC vs. APO - Financials Comparison

This section allows you to compare key financial metrics between Virco Mfg. Corporation and Apollo Global Management, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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