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^TYX vs. VOO
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^TYX and VOO is 0.26, 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

^TYX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Treasury Yield 30 Years (^TYX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^TYX:

0.56

VOO:

0.55

Sortino Ratio

^TYX:

0.94

VOO:

0.96

Omega Ratio

^TYX:

1.10

VOO:

1.14

Calmar Ratio

^TYX:

0.20

VOO:

0.62

Martin Ratio

^TYX:

1.59

VOO:

2.35

Ulcer Index

^TYX:

6.62%

VOO:

4.96%

Daily Std Dev

^TYX:

18.82%

VOO:

19.59%

Max Drawdown

^TYX:

-88.52%

VOO:

-33.99%

Current Drawdown

^TYX:

-40.03%

VOO:

-2.20%

Returns By Period

The year-to-date returns for both investments are quite close, with ^TYX having a 2.24% return and VOO slightly higher at 2.31%. Over the past 10 years, ^TYX has underperformed VOO with an annualized return of 4.82%, while VOO has yielded a comparatively higher 12.96% annualized return.


^TYX

YTD

2.24%

1M

-0.12%

6M

6.86%

1Y

10.95%

3Y*

14.10%

5Y*

27.35%

10Y*

4.82%

VOO

YTD

2.31%

1M

0.57%

6M

-0.44%

1Y

10.69%

3Y*

19.39%

5Y*

15.65%

10Y*

12.96%

*Annualized

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Treasury Yield 30 Years

Vanguard S&P 500 ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

^TYX vs. VOO — Risk-Adjusted Performance Rank

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

^TYX
The Risk-Adjusted Performance Rank of ^TYX is 5050
Overall Rank
The Sharpe Ratio Rank of ^TYX is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of ^TYX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^TYX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of ^TYX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of ^TYX is 5252
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 5454
Overall Rank
The Sharpe Ratio Rank of VOO is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5151
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 5555
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 5959
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^TYX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Treasury Yield 30 Years (^TYX) and Vanguard S&P 500 ETF (VOO). 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 ^TYX Sharpe Ratio is 0.56, which is comparable to the VOO Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of ^TYX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

^TYX vs. VOO - Drawdown Comparison

The maximum ^TYX drawdown since its inception was -88.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ^TYX and VOO.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

^TYX vs. VOO - Volatility Comparison

Treasury Yield 30 Years (^TYX) has a higher volatility of 5.31% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that ^TYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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