Asset Comparison and Correlation
|S&P 500 vs Vanguard Windsor II Inv|
Assuming 30 trading days horizon, SP 500 is expected to generate 1.13 times less return on investment than Vanguard. But when comparing it to its historical volatility, S&P 500 is 1.02 times less risky than Vanguard. It trades about 0.56 of its potential returns per unit of risk. Vanguard Windsor II Inv is currently generating about 0.62 of returns per unit of risk over similar time horizon. If you would invest 3,256 in Vanguard Windsor II Inv on April 22, 2013 and sell it today you would earn a total of 214.00 from holding Vanguard Windsor II Inv or generate 6.57% return on investment over 30 days.
Match ups for SP 500
66% of all equities and portfolios perform better than Vanguard Windsor II Inv. Compared with the overall equity markets, risk-adjusted returns on investments in Vanguard Windsor II Inv are ranked lower than 34 (%) of all global equities and portfolios over the last 30 days.
Match ups for Vanguard