AGZD vs. TITAN.NS

Last updated Jun 9, 2026

AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) is Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, while TITAN.NS (Titan Company Limited) is a stock. Over the past 10 years, AGZD returned 3.19%/yr vs 27.98%/yr for TITAN.NS. At a 0.07 correlation, their price movements are largely independent.

Performance

AGZD vs. TITAN.NS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and Titan Company Limited (TITAN.NS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

AGZD is traded in USD, while TITAN.NS is traded in INR. To make them comparable, the TITAN.NS values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AGZD achieves a 2.47% return, which is significantly higher than TITAN.NS's -2.60% return. Over the past 10 years, AGZD has underperformed TITAN.NS with an annualized return of 3.19%, while TITAN.NS has yielded a comparatively higher 27.98% annualized return.

AGZD

• 1D: -0.38%
• 1M: 0.49%
• YTD: 2.47%
• 6M: 2.73%
• 1Y: 5.70%
• 3Y*: 6.10%
• 5Y*: 4.39%
• 10Y*: 3.19%

TITAN.NS

• 1D: 0.00%
• 1M: -7.96%
• YTD: -2.60%
• 6M: 5.06%
• 1Y: 6.15%
• 3Y*: 21.37%
• 5Y*: 21.31%
• 10Y*: 27.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AGZD vs. TITAN.NS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	2.47%	4.35%	6.64%	7.15%	1.17%	0.69%	0.31%	4.65%	0.18%	2.62%
TITAN.NS Titan Company Limited	-2.60%	18.96%	-13.92%	99.27%	-7.00%	57.77%	29.56%	24.96%	-0.15%	180.89%

Correlation

The correlation between AGZD and TITAN.NS is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (10Y) Calculated over the trailing 10-year period	0.08
Correlation (All Time) Calculated using the full available price history since Dec 18, 2013	0.07

Return for Risk

AGZD vs. TITAN.NS — Risk / Return Rank

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

AGZD

AGZD Risk / Return Rank: 79
AGZD Sharpe Ratio Rank: 65
AGZD Sortino Ratio Rank: 72
AGZD Omega Ratio Rank: 72
AGZD Calmar Ratio Rank: 94
AGZD Martin Ratio Rank: 92

TITAN.NS

TITAN.NS Risk / Return Rank: 65
TITAN.NS Sharpe Ratio Rank: 66
TITAN.NS Sortino Ratio Rank: 60
TITAN.NS Omega Ratio Rank: 60
TITAN.NS Calmar Ratio Rank: 70
TITAN.NS Martin Ratio Rank: 70

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.

AGZD vs. TITAN.NS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and Titan Company Limited (TITAN.NS). 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.

	AGZD	TITAN.NS	Difference
Sharpe ratio: Return per unit of total volatility	1.94	0.28	+1.66
Sortino ratio: Return per unit of downside risk	2.89	0.59	+2.31
Omega ratio: Gain probability vs. loss probability	1.39	1.08	+0.31
Calmar ratio: Return relative to maximum drawdown	6.60	0.52	+6.08
Martin ratio: Return relative to average drawdown	20.71	1.09	+19.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGZD vs. TITAN.NS - Sharpe Ratio Comparison

The current AGZD Sharpe Ratio is 1.94, which is higher than the TITAN.NS Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of AGZD and TITAN.NS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AGZD	TITAN.NS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.94	0.28	+1.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.23	0.69	+0.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.86	0.86	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.65	0.61	+0.04

Drawdowns

AGZD vs. TITAN.NS - Drawdown Comparison

The maximum AGZD drawdown since its inception was -8.46%, smaller than the maximum TITAN.NS drawdown of -67.08%. Use the drawdown chart below to compare losses from any high point for AGZD and TITAN.NS.

Drawdown Indicators

	AGZD	TITAN.NS	Difference
Max Drawdown Largest peak-to-trough decline	-8.46%	-67.08%	+58.62%
Max Drawdown (1Y) Largest decline over 1 year	-0.87%	-13.51%	+12.64%
Max Drawdown (3Y) Largest decline over 3 years	-1.71%	-25.75%	+24.04%
Max Drawdown (5Y) Largest decline over 5 years	-2.23%	-31.81%	+29.58%
Max Drawdown (10Y) Largest decline over 10 years	-8.46%	-45.81%	+37.35%
Current Drawdown Current decline from peak	-0.38%	-10.14%	+9.76%
Average Drawdown Average peak-to-trough decline	-0.77%	-16.04%	+15.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.28%	6.42%	-6.14%

Volatility

AGZD vs. TITAN.NS - Volatility Comparison

The current volatility for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is 1.18%, while Titan Company Limited (TITAN.NS) has a volatility of 11.06%. This indicates that AGZD experiences smaller price fluctuations and is considered to be less risky than TITAN.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGZD	TITAN.NS	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.18%	11.06%	-9.88%
Volatility (6M) Calculated over the trailing 6-month period	2.05%	20.75%	-18.70%
Volatility (1Y) Calculated over the trailing 1-year period	2.95%	24.97%	-22.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.60%	31.58%	-27.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.72%	33.51%	-29.79%

Dividends

AGZD vs. TITAN.NS - Dividend Comparison

AGZD's dividend yield for the trailing twelve months is around 3.98%, more than TITAN.NS's 0.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	3.98%	4.12%	3.96%	6.07%	8.61%	1.66%	2.28%	2.83%	2.62%	2.31%	1.81%	1.66%
TITAN.NS Titan Company Limited	0.27%	0.27%	0.00%	23.47%	0.29%	0.00%	0.26%	0.42%	0.40%	0.30%	0.67%	0.66%

Frequently Asked Questions

Can I hold both AGZD and TITAN.NS in my portfolio?

AGZD and TITAN.NS have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.