WIREX vs. LLY
Compare and contrast key facts about Wireless Fund (WIREX) and Eli Lilly and Company (LLY).
WIREX is managed by Wireless. It was launched on Apr 3, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WIREX or LLY.
Correlation
The correlation between WIREX and LLY is 0.34, 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.
Performance
WIREX vs. LLY - Performance Comparison
Key characteristics
WIREX:
1.10
LLY:
0.49
WIREX:
1.55
LLY:
0.88
WIREX:
1.20
LLY:
1.11
WIREX:
0.97
LLY:
0.62
WIREX:
5.01
LLY:
1.44
WIREX:
5.24%
LLY:
10.52%
WIREX:
23.98%
LLY:
31.07%
WIREX:
-92.02%
LLY:
-68.27%
WIREX:
-5.82%
LLY:
-9.38%
Returns By Period
In the year-to-date period, WIREX achieves a 2.45% return, which is significantly lower than LLY's 12.51% return. Over the past 10 years, WIREX has underperformed LLY with an annualized return of 9.47%, while LLY has yielded a comparatively higher 30.75% annualized return.
WIREX
2.45%
-0.36%
3.97%
28.87%
10.35%
9.47%
LLY
12.51%
19.68%
-8.61%
15.49%
45.57%
30.75%
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Risk-Adjusted Performance
WIREX vs. LLY — Risk-Adjusted Performance Rank
WIREX
LLY
WIREX vs. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wireless Fund (WIREX) and Eli Lilly and Company (LLY). 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.
Dividends
WIREX vs. LLY - Dividend Comparison
WIREX has not paid dividends to shareholders, while LLY's dividend yield for the trailing twelve months is around 0.62%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIREX Wireless Fund | 0.00% | 0.00% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.96% |
LLY Eli Lilly and Company | 0.62% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
Drawdowns
WIREX vs. LLY - Drawdown Comparison
The maximum WIREX drawdown since its inception was -92.02%, which is greater than LLY's maximum drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for WIREX and LLY. For additional features, visit the drawdowns tool.
Volatility
WIREX vs. LLY - Volatility Comparison
Wireless Fund (WIREX) has a higher volatility of 7.85% compared to Eli Lilly and Company (LLY) at 7.32%. This indicates that WIREX's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.