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VTUIX vs. ALTO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VTUIX and ALTO is 0.23, 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.


-0.50.00.51.00.2

Performance

VTUIX vs. ALTO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vontobel U.S. Equity Institutional Fund (VTUIX) and Alto Ingredients, Inc. (ALTO). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%SeptemberOctoberNovemberDecember2025February
139.95%
-46.33%
VTUIX
ALTO

Key characteristics

Returns By Period


VTUIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ALTO

YTD

3.21%

1M

-1.83%

6M

16.67%

1Y

-27.48%

5Y*

31.09%

10Y*

-16.15%

*Annualized

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Risk-Adjusted Performance

VTUIX vs. ALTO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTUIX
The Risk-Adjusted Performance Rank of VTUIX is 7474
Overall Rank
The Sharpe Ratio Rank of VTUIX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of VTUIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VTUIX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of VTUIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VTUIX is 9797
Martin Ratio Rank

ALTO
The Risk-Adjusted Performance Rank of ALTO is 2828
Overall Rank
The Sharpe Ratio Rank of ALTO is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of ALTO is 2929
Sortino Ratio Rank
The Omega Ratio Rank of ALTO is 2929
Omega Ratio Rank
The Calmar Ratio Rank of ALTO is 3131
Calmar Ratio Rank
The Martin Ratio Rank of ALTO is 2626
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VTUIX vs. ALTO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) and Alto Ingredients, Inc. (ALTO). 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
The chart of Sharpe ratio for VTUIX, currently valued at 1.09, compared to the broader market-1.000.001.002.003.004.001.09-0.43
The chart of Sortino ratio for VTUIX, currently valued at 1.50, compared to the broader market0.002.004.006.008.0010.001.50-0.18
The chart of Omega ratio for VTUIX, currently valued at 1.25, compared to the broader market1.002.003.001.250.97
The chart of Calmar ratio for VTUIX, currently valued at 1.89, compared to the broader market0.005.0010.0015.001.89-0.32
The chart of Martin ratio for VTUIX, currently valued at 6.74, compared to the broader market0.0020.0040.0060.0080.006.74-0.96
VTUIX
ALTO


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
1.09
-0.43
VTUIX
ALTO

Dividends

VTUIX vs. ALTO - Dividend Comparison

Neither VTUIX nor ALTO has paid dividends to shareholders.


TTM2024202320222021202020192018
VTUIX
Vontobel U.S. Equity Institutional Fund
0.62%0.62%0.53%0.36%0.36%0.29%0.65%0.73%
ALTO
Alto Ingredients, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VTUIX vs. ALTO - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.17%
-85.13%
VTUIX
ALTO

Volatility

VTUIX vs. ALTO - Volatility Comparison

The current volatility for Vontobel U.S. Equity Institutional Fund (VTUIX) is 0.00%, while Alto Ingredients, Inc. (ALTO) has a volatility of 19.61%. This indicates that VTUIX experiences smaller price fluctuations and is considered to be less risky than ALTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February0
19.61%
VTUIX
ALTO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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