VOLMX vs. FPACX

In the year-to-date period, VOLMX achieves a -3.27% return, which is significantly lower than FPACX's 3.46% return. Over the past 10 years, VOLMX has underperformed FPACX with an annualized return of 1.27%, while FPACX has yielded a comparatively higher 7.88% annualized return.

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VOLMX has a 1.89% expense ratio, which is higher than FPACX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) and FPA Crescent Fund (FPACX). 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 VOLMX Sharpe Ratio is -0.25, which is lower than the FPACX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of VOLMX and FPACX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VOLMX has not paid dividends to shareholders, while FPACX's dividend yield for the trailing twelve months is around 9.00%.

The maximum VOLMX drawdown since its inception was -49.43%, which is greater than FPACX's maximum drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for VOLMX and FPACX. For additional features, visit the drawdowns tool.

Volumetric Fund (VOLMX) has a higher volatility of 4.41% compared to FPA Crescent Fund (FPACX) at 3.22%. This indicates that VOLMX's price experiences larger fluctuations and is considered to be riskier than FPACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.