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AGNCL vs. SEIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGNCL vs. SEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AGNC Investment Corp (AGNCL) and Virtus Seix Senior Loan ETF (SEIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGNCL achieves a 2.71% return, which is significantly higher than SEIX's 2.23% return.


AGNCL

1D
0.44%
1M
0.32%
YTD
2.71%
6M
3.61%
1Y
6.81%
3Y*
12.52%
5Y*
10Y*

SEIX

1D
-0.14%
1M
0.19%
YTD
2.23%
6M
2.32%
1Y
5.87%
3Y*
7.73%
5Y*
5.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGNCL vs. SEIX - Yearly Performance Comparison


2026 (YTD)2025202420232022
AGNCL
AGNC Investment Corp
2.71%3.69%29.17%7.78%-7.72%
SEIX
Virtus Seix Senior Loan ETF
2.23%5.10%8.42%12.51%0.58%

Correlation

The correlation between AGNCL and SEIX is -0.01, 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

-0.01

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

0.05

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2022

0.09

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Return for Risk

AGNCL vs. SEIX — Risk / Return Rank

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

AGNCL
AGNCL Risk / Return Rank: 7272
Overall Rank
AGNCL Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AGNCL Sortino Ratio Rank: 6767
Sortino Ratio Rank
AGNCL Omega Ratio Rank: 6565
Omega Ratio Rank
AGNCL Calmar Ratio Rank: 7272
Calmar Ratio Rank
AGNCL Martin Ratio Rank: 8080
Martin Ratio Rank

SEIX
SEIX Risk / Return Rank: 9595
Overall Rank
SEIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SEIX Sortino Ratio Rank: 9797
Sortino Ratio Rank
SEIX Omega Ratio Rank: 9797
Omega Ratio Rank
SEIX Calmar Ratio Rank: 9191
Calmar Ratio Rank
SEIX Martin Ratio Rank: 9292
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.

AGNCL vs. SEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AGNC Investment Corp (AGNCL) and Virtus Seix Senior Loan ETF (SEIX). 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.


AGNCLSEIXDifference
Sharpe ratioReturn per unit of total volatility

-2.68

Sortino ratioReturn per unit of downside risk

-4.44

Omega ratioGain probability vs. loss probability

1.18

1.82

-0.64

Calmar ratioReturn relative to maximum drawdown

1.61

5.22

-3.61

Martin ratioReturn relative to average drawdown

6.07

20.86

-14.79

AGNCL vs. SEIX - Sharpe Ratio Comparison

The current AGNCL Sharpe Ratio is 0.99, which is lower than the SEIX Sharpe Ratio of 3.67. The chart below compares the historical Sharpe Ratios of AGNCL and SEIX, 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

AGNCL vs. SEIX - Drawdown Comparison

The maximum AGNCL drawdown since its inception was -21.26%, which is greater than SEIX's maximum drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for AGNCL and SEIX.


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Drawdown Indicators


AGNCLSEIXDifference

Max Drawdown

Largest peak-to-trough decline

-21.26%

-17.51%

-3.75%

Max Drawdown (1Y)

Largest decline over 1 year

-4.25%

-1.13%

-3.12%

Max Drawdown (3Y)

Largest decline over 3 years

-11.62%

-3.01%

-8.61%

Max Drawdown (5Y)

Largest decline over 5 years

-6.69%

Current Drawdown

Current decline from peak

-1.15%

-0.14%

-1.01%

Average Drawdown

Average peak-to-trough decline

-3.29%

-0.87%

-2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

0.28%

+0.85%

Volatility

AGNCL vs. SEIX - Volatility Comparison

AGNC Investment Corp (AGNCL) has a higher volatility of 1.78% compared to Virtus Seix Senior Loan ETF (SEIX) at 0.36%. This indicates that AGNCL's price experiences larger fluctuations and is considered to be riskier than SEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGNCLSEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.78%

0.36%

+1.42%

Volatility (6M)

Calculated over the trailing 6-month period

4.61%

1.30%

+3.31%

Volatility (1Y)

Calculated over the trailing 1-year period

6.89%

1.61%

+5.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.94%

2.92%

+11.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.94%

4.32%

+9.62%

Dividends

AGNCL vs. SEIX - Dividend Comparison

AGNCL's dividend yield for the trailing twelve months is around 7.77%, more than SEIX's 7.25% yield.


PositionTTM2025202420232022202120202019
AGNCL
AGNC Investment Corp
7.77%7.83%7.51%8.96%2.97%0.00%0.00%0.00%
SEIX
Virtus Seix Senior Loan ETF
7.25%7.52%8.09%8.74%5.76%4.16%3.75%3.82%

Frequently Asked Questions


AGNCL and SEIX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AGNCL has higher volatility (1.78%) compared to SEIX (0.36%). In terms of maximum drawdown, AGNCL dropped -21.26% vs SEIX's -17.51%.

SEIX currently has the higher Sharpe Ratio (3.67 vs 0.99), 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

Find the right allocation for AGNCL and SEIX

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