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VPLS vs. CTRE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

VPLS vs. CTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Core-Plus Bond ETF (VPLS) and CareTrust REIT, Inc. (CTRE). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
3.46%
20.73%
VPLS
CTRE

Returns By Period

In the year-to-date period, VPLS achieves a 2.81% return, which is significantly lower than CTRE's 39.82% return.


VPLS

YTD

2.81%

1M

-1.49%

6M

3.35%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

CTRE

YTD

39.82%

1M

-1.98%

6M

21.87%

1Y

38.04%

5Y (annualized)

14.31%

10Y (annualized)

17.02%

Key characteristics


VPLSCTRE
Daily Std Dev5.15%19.07%
Max Drawdown-3.08%-67.43%
Current Drawdown-3.05%-7.74%

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Correlation

-0.50.00.51.00.2

The correlation between VPLS and CTRE is 0.20, 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.

Risk-Adjusted Performance

VPLS vs. CTRE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond ETF (VPLS) and CareTrust REIT, Inc. (CTRE). 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
No data
VPLS
CTRE

Chart placeholderNot enough data

Dividends

VPLS vs. CTRE - Dividend Comparison

VPLS's dividend yield for the trailing twelve months is around 3.86%, more than CTRE's 3.80% yield.


TTM2023202220212020201920182017201620152014
VPLS
Vanguard Core-Plus Bond ETF
3.86%0.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CTRE
CareTrust REIT, Inc.
3.80%5.00%5.92%4.64%4.51%4.36%5.55%5.52%4.44%5.84%48.70%

Drawdowns

VPLS vs. CTRE - Drawdown Comparison

The maximum VPLS drawdown since its inception was -3.08%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for VPLS and CTRE. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.05%
-7.74%
VPLS
CTRE

Volatility

VPLS vs. CTRE - Volatility Comparison

The current volatility for Vanguard Core-Plus Bond ETF (VPLS) is 1.42%, while CareTrust REIT, Inc. (CTRE) has a volatility of 9.12%. This indicates that VPLS experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
1.42%
9.12%
VPLS
CTRE