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VVI vs. FZROX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VVI and FZROX is 0.48, 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.


-0.50.00.51.00.5

Performance

VVI vs. FZROX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Viad Corp (VVI) and Fidelity ZERO Total Market Index Fund (FZROX). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%SeptemberOctoberNovemberDecember2025February
-28.03%
130.18%
VVI
FZROX

Key characteristics

Sharpe Ratio

VVI:

0.58

FZROX:

1.91

Sortino Ratio

VVI:

1.17

FZROX:

2.57

Omega Ratio

VVI:

1.14

FZROX:

1.35

Calmar Ratio

VVI:

0.41

FZROX:

2.91

Martin Ratio

VVI:

2.14

FZROX:

11.49

Ulcer Index

VVI:

10.99%

FZROX:

2.17%

Daily Std Dev

VVI:

40.64%

FZROX:

13.05%

Max Drawdown

VVI:

-83.28%

FZROX:

-34.96%

Current Drawdown

VVI:

-43.58%

FZROX:

-0.09%

Returns By Period

In the year-to-date period, VVI achieves a -5.53% return, which is significantly lower than FZROX's 4.22% return.


VVI

YTD

-5.53%

1M

1.36%

6M

22.89%

1Y

19.10%

5Y*

-9.00%

10Y*

4.64%

FZROX

YTD

4.22%

1M

2.81%

6M

11.29%

1Y

22.68%

5Y*

13.82%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VVI vs. FZROX — Risk-Adjusted Performance Rank

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

VVI
The Risk-Adjusted Performance Rank of VVI is 6363
Overall Rank
The Sharpe Ratio Rank of VVI is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VVI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VVI is 5858
Omega Ratio Rank
The Calmar Ratio Rank of VVI is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VVI is 6666
Martin Ratio Rank

FZROX
The Risk-Adjusted Performance Rank of FZROX is 8787
Overall Rank
The Sharpe Ratio Rank of FZROX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of FZROX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FZROX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of FZROX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FZROX is 9090
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.

VVI vs. FZROX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Viad Corp (VVI) and Fidelity ZERO Total Market Index Fund (FZROX). 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 VVI, currently valued at 0.58, compared to the broader market-2.000.002.004.000.581.91
The chart of Sortino ratio for VVI, currently valued at 1.17, compared to the broader market-6.00-4.00-2.000.002.004.006.001.172.57
The chart of Omega ratio for VVI, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.35
The chart of Calmar ratio for VVI, currently valued at 0.41, compared to the broader market0.002.004.006.000.412.91
The chart of Martin ratio for VVI, currently valued at 2.14, compared to the broader market-10.000.0010.0020.0030.002.1411.49
VVI
FZROX

The current VVI Sharpe Ratio is 0.58, which is lower than the FZROX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of VVI and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.58
1.91
VVI
FZROX

Dividends

VVI vs. FZROX - Dividend Comparison

VVI has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.11%.


TTM20242023202220212020201920182017201620152014
VVI
Viad Corp
0.00%0.00%0.00%0.00%0.00%0.28%0.59%0.80%0.72%0.91%1.42%7.13%
FZROX
Fidelity ZERO Total Market Index Fund
1.11%1.16%1.36%1.57%1.08%1.27%1.45%0.63%0.00%0.00%0.00%0.00%

Drawdowns

VVI vs. FZROX - Drawdown Comparison

The maximum VVI drawdown since its inception was -83.28%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for VVI and FZROX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-43.58%
-0.09%
VVI
FZROX

Volatility

VVI vs. FZROX - Volatility Comparison

Viad Corp (VVI) has a higher volatility of 9.50% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 3.24%. This indicates that VVI's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
9.50%
3.24%
VVI
FZROX
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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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