Correlation
The correlation between VRSAX and AAPL is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
VRSAX vs. AAPL
Compare and contrast key facts about Voya Target Retirement 2060 Fund (VRSAX) and Apple Inc (AAPL).
VRSAX is managed by Voya. It was launched on Dec 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRSAX or AAPL.
Performance
VRSAX vs. AAPL - Performance Comparison
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Key characteristics
VRSAX:
0.71
AAPL:
0.17
VRSAX:
1.00
AAPL:
0.49
VRSAX:
1.15
AAPL:
1.07
VRSAX:
0.52
AAPL:
0.17
VRSAX:
2.93
AAPL:
0.53
VRSAX:
3.70%
AAPL:
10.85%
VRSAX:
17.20%
AAPL:
33.10%
VRSAX:
-37.81%
AAPL:
-81.80%
VRSAX:
-6.42%
AAPL:
-22.62%
Returns By Period
In the year-to-date period, VRSAX achieves a 4.11% return, which is significantly higher than AAPL's -19.96% return.
VRSAX
4.11%
5.20%
1.51%
12.16%
8.57%
7.35%
N/A
AAPL
-19.96%
-5.21%
-14.68%
5.57%
10.73%
20.94%
21.20%
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Risk-Adjusted Performance
VRSAX vs. AAPL — Risk-Adjusted Performance Rank
VRSAX
AAPL
VRSAX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2060 Fund (VRSAX) and Apple Inc (AAPL). 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.
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Dividends
VRSAX vs. AAPL - Dividend Comparison
VRSAX's dividend yield for the trailing twelve months is around 1.81%, more than AAPL's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRSAX Voya Target Retirement 2060 Fund | 1.81% | 1.89% | 1.86% | 7.73% | 21.57% | 2.26% | 5.71% | 9.81% | 6.15% | 1.57% | 0.13% | 0.00% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
VRSAX vs. AAPL - Drawdown Comparison
The maximum VRSAX drawdown since its inception was -37.81%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for VRSAX and AAPL.
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Volatility
VRSAX vs. AAPL - Volatility Comparison
The current volatility for Voya Target Retirement 2060 Fund (VRSAX) is 3.85%, while Apple Inc (AAPL) has a volatility of 9.63%. This indicates that VRSAX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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