Correlation
The correlation between WFRPX and TLH is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
WFRPX vs. TLH
Compare and contrast key facts about Wealthfront Risk Parity Fund Class W (WFRPX) and iShares 10-20 Year Treasury Bond ETF (TLH).
WFRPX is managed by Wealthfront. It was launched on Jan 22, 2018. TLH is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 10-20 Year Treasury Bond Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFRPX or TLH.
Performance
WFRPX vs. TLH - Performance Comparison
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Key characteristics
Returns By Period
WFRPX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TLH
-0.19%
-2.76%
-1.91%
0.04%
-4.06%
-7.40%
-0.67%
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WFRPX vs. TLH - Expense Ratio Comparison
WFRPX has a 0.25% expense ratio, which is higher than TLH's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
WFRPX vs. TLH — Risk-Adjusted Performance Rank
WFRPX
TLH
WFRPX vs. TLH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) and iShares 10-20 Year Treasury Bond ETF (TLH). 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
WFRPX vs. TLH - Dividend Comparison
WFRPX has not paid dividends to shareholders, while TLH's dividend yield for the trailing twelve months is around 4.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFRPX Wealthfront Risk Parity Fund Class W | 3.87% | 5.18% | 4.86% | 1.31% | 0.00% | 0.29% | 1.57% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% |
TLH iShares 10-20 Year Treasury Bond ETF | 4.27% | 4.28% | 3.83% | 2.78% | 1.50% | 2.65% | 2.31% | 2.17% | 1.83% | 1.91% | 2.13% | 2.12% |
Drawdowns
WFRPX vs. TLH - Drawdown Comparison
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Volatility
WFRPX vs. TLH - Volatility Comparison
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