WKHS vs. SWPPX
Compare and contrast key facts about Workhorse Group Inc. (WKHS) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WKHS or SWPPX.
Correlation
The correlation between WKHS and SWPPX is 0.21, 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
WKHS vs. SWPPX - Performance Comparison
Key characteristics
WKHS:
-0.73
SWPPX:
1.87
WKHS:
-2.06
SWPPX:
2.52
WKHS:
0.78
SWPPX:
1.34
WKHS:
-0.91
SWPPX:
2.82
WKHS:
-1.22
SWPPX:
11.68
WKHS:
74.93%
SWPPX:
2.04%
WKHS:
122.86%
SWPPX:
12.76%
WKHS:
-99.94%
SWPPX:
-55.06%
WKHS:
-99.94%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, WKHS achieves a -25.64% return, which is significantly lower than SWPPX's 4.20% return. Over the past 10 years, WKHS has underperformed SWPPX with an annualized return of -35.58%, while SWPPX has yielded a comparatively higher 13.00% annualized return.
WKHS
-25.64%
-22.42%
-34.54%
-91.82%
-62.97%
-35.58%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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Risk-Adjusted Performance
WKHS vs. SWPPX — Risk-Adjusted Performance Rank
WKHS
SWPPX
WKHS vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Workhorse Group Inc. (WKHS) and Schwab S&P 500 Index Fund (SWPPX). 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
WKHS vs. SWPPX - Dividend Comparison
WKHS has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WKHS Workhorse Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
WKHS vs. SWPPX - Drawdown Comparison
The maximum WKHS drawdown since its inception was -99.94%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for WKHS and SWPPX. For additional features, visit the drawdowns tool.
Volatility
WKHS vs. SWPPX - Volatility Comparison
Workhorse Group Inc. (WKHS) has a higher volatility of 25.77% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.01%. This indicates that WKHS's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.