VOLMX vs. NRG

In the year-to-date period, VOLMX achieves a -3.27% return, which is significantly lower than NRG's 68.33% return. Over the past 10 years, VOLMX has underperformed NRG with an annualized return of 1.27%, while NRG has yielded a comparatively higher 22.00% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) and NRG Energy, Inc. (NRG). 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 NRG Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of VOLMX and NRG, 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 NRG's dividend yield for the trailing twelve months is around 1.13%.

The maximum VOLMX drawdown since its inception was -49.43%, smaller than the maximum NRG drawdown of -79.41%. Use the drawdown chart below to compare losses from any high point for VOLMX and NRG. For additional features, visit the drawdowns tool.

The current volatility for Volumetric Fund (VOLMX) is 4.41%, while NRG Energy, Inc. (NRG) has a volatility of 24.20%. This indicates that VOLMX experiences smaller price fluctuations and is considered to be less risky than NRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.