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^SDEX vs. EURUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

^SDEX vs. EURUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nations SkewDex (^SDEX) and Euro / U.S. Dollar (EURUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ^SDEX achieves a -1.01% return, which is significantly higher than EURUSD=X's -2.99% return. Over the past 10 years, ^SDEX has underperformed EURUSD=X with an annualized return of -1.05%, while EURUSD=X has yielded a comparatively higher 0.25% annualized return.


^SDEX

1D
-1.84%
1M
0.84%
6M
-0.74%
YTD
-1.01%
1Y
0.04%
3Y*
2.14%
5Y*
-4.38%
10Y*
-1.05%

EURUSD=X

1D
-0.18%
1M
-1.49%
6M
-2.22%
YTD
-2.99%
1Y
-2.53%
3Y*
0.50%
5Y*
-0.66%
10Y*
0.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^SDEX vs. EURUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^SDEX
Nations SkewDex
-1.01%6.54%12.41%-4.67%-27.83%0.78%4.12%12.43%-13.75%8.64%
EURUSD=X
Euro / U.S. Dollar
-2.99%13.43%-6.18%3.16%-6.01%-6.81%8.85%-1.94%-4.66%14.14%

Correlation

The correlation between ^SDEX and EURUSD=X is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

-0.09

Correlation (5Y)
Calculated over the trailing 5-year period

-0.04

Correlation (10Y)
Calculated over the trailing 10-year period

-0.04

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2013

-0.03

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Return for Risk

^SDEX vs. EURUSD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^SDEX
^SDEX Risk / Return Rank: 1010
Overall Rank
^SDEX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
^SDEX Sortino Ratio Rank: 1111
Sortino Ratio Rank
^SDEX Omega Ratio Rank: 1010
Omega Ratio Rank
^SDEX Calmar Ratio Rank: 99
Calmar Ratio Rank
^SDEX Martin Ratio Rank: 99
Martin Ratio Rank

EURUSD=X
EURUSD=X Risk / Return Rank: 3131
Overall Rank
EURUSD=X Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
EURUSD=X Sortino Ratio Rank: 3131
Sortino Ratio Rank
EURUSD=X Omega Ratio Rank: 3131
Omega Ratio Rank
EURUSD=X Calmar Ratio Rank: 3232
Calmar Ratio Rank
EURUSD=X Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

^SDEX vs. EURUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nations SkewDex (^SDEX) and Euro / U.S. Dollar (EURUSD=X). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


^SDEXEURUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+0.43

Sortino ratioReturn per unit of downside risk

+0.81

Omega ratioGain probability vs. loss probability

1.04

0.95

+0.09

Calmar ratioReturn relative to maximum drawdown

0.13

-0.36

+0.49

Martin ratioReturn relative to average drawdown

0.26

-0.76

+1.03

^SDEX vs. EURUSD=X - Sharpe Ratio Comparison

The current ^SDEX Sharpe Ratio is 0.08, which is higher than the EURUSD=X Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of ^SDEX and EURUSD=X, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

^SDEX vs. EURUSD=X - Drawdown Comparison

The maximum ^SDEX drawdown since its inception was -49.14%, which is greater than EURUSD=X's maximum drawdown of -40.01%. Use the drawdown chart below to compare losses from any high point for ^SDEX and EURUSD=X.


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Drawdown Indicators


^SDEXEURUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-49.14%

-40.01%

-9.13%

Max Drawdown (1Y)

Largest decline over 1 year

-18.93%

-5.67%

-13.26%

Max Drawdown (3Y)

Largest decline over 3 years

-22.25%

-8.83%

-13.42%

Max Drawdown (5Y)

Largest decline over 5 years

-40.16%

-19.28%

-20.88%

Max Drawdown (10Y)

Largest decline over 10 years

-49.14%

-23.31%

-25.83%

Current Drawdown

Current decline from peak

-35.29%

-28.74%

-6.55%

Average Drawdown

Average peak-to-trough decline

-21.74%

-23.58%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.14%

2.84%

+6.30%

Volatility

^SDEX vs. EURUSD=X - Volatility Comparison

Nations SkewDex (^SDEX) has a higher volatility of 8.47% compared to Euro / U.S. Dollar (EURUSD=X) at 1.05%. This indicates that ^SDEX's price experiences larger fluctuations and is considered to be riskier than EURUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^SDEXEURUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.47%

1.05%

+7.42%

Volatility (6M)

Calculated over the trailing 6-month period

22.38%

4.01%

+18.37%

Volatility (1Y)

Calculated over the trailing 1-year period

29.30%

5.81%

+23.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.28%

7.39%

+26.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.37%

7.09%

+29.28%

Frequently Asked Questions


^SDEX and EURUSD=X have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^SDEX has higher volatility (8.47%) compared to EURUSD=X (1.05%). In terms of maximum drawdown, ^SDEX dropped -49.14% vs EURUSD=X's -40.01%.

^SDEX currently has the higher Sharpe Ratio (0.08 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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