Correlation
The correlation between VSTIX and MA is 0.65, 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.
VSTIX vs. MA
Compare and contrast key facts about VALIC Company I Stock Index Fund (VSTIX) and Mastercard Inc (MA).
VSTIX is managed by VALIC. It was launched on Apr 20, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTIX or MA.
Performance
VSTIX vs. MA - Performance Comparison
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Key characteristics
VSTIX:
0.61
MA:
1.58
VSTIX:
0.88
MA:
2.07
VSTIX:
1.13
MA:
1.30
VSTIX:
0.53
MA:
1.93
VSTIX:
1.93
MA:
8.31
VSTIX:
5.56%
MA:
3.89%
VSTIX:
20.06%
MA:
21.25%
VSTIX:
-64.35%
MA:
-62.67%
VSTIX:
-5.09%
MA:
-0.14%
Returns By Period
In the year-to-date period, VSTIX achieves a -0.75% return, which is significantly lower than MA's 11.55% return. Over the past 10 years, VSTIX has underperformed MA with an annualized return of 6.48%, while MA has yielded a comparatively higher 20.91% annualized return.
VSTIX
-0.75%
6.26%
-3.14%
12.21%
8.43%
9.11%
6.48%
MA
11.55%
6.85%
10.22%
33.24%
18.55%
14.89%
20.91%
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Risk-Adjusted Performance
VSTIX vs. MA — Risk-Adjusted Performance Rank
VSTIX
MA
VSTIX vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Stock Index Fund (VSTIX) and Mastercard Inc (MA). 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
VSTIX vs. MA - Dividend Comparison
VSTIX's dividend yield for the trailing twelve months is around 2.76%, more than MA's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTIX VALIC Company I Stock Index Fund | 2.76% | 6.25% | 7.76% | 11.33% | 5.68% | 7.26% | 3.37% | 5.77% | 5.48% | 9.81% | 5.45% | 3.61% |
MA Mastercard Inc | 0.48% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
VSTIX vs. MA - Drawdown Comparison
The maximum VSTIX drawdown since its inception was -64.35%, roughly equal to the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for VSTIX and MA.
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Volatility
VSTIX vs. MA - Volatility Comparison
VALIC Company I Stock Index Fund (VSTIX) and Mastercard Inc (MA) have volatilities of 4.81% and 4.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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