WLDN vs. QQQ

In the year-to-date period, WLDN achieves a 41.90% return, which is significantly higher than QQQ's 1.69% return. Over the past 10 years, WLDN has underperformed QQQ with an annualized return of 14.11%, while QQQ has yielded a comparatively higher 17.69% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Willdan Group, Inc. (WLDN) and Invesco QQQ (QQQ). 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.

The current WLDN Sharpe Ratio is 1.44, which is higher than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of WLDN and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WLDN has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.

The maximum WLDN drawdown since its inception was -89.19%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for WLDN and QQQ.

Willdan Group, Inc. (WLDN) has a higher volatility of 8.55% compared to Invesco QQQ (QQQ) at 5.62%. This indicates that WLDN's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.