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ALKS vs. MSTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ALKS vs. MSTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alkermes plc (ALKS) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALKS achieves a 52.82% return, which is significantly higher than MSTY's -14.73% return.


ALKS

1D
3.48%
1M
25.14%
YTD
52.82%
6M
44.80%
1Y
36.74%
3Y*
13.16%
5Y*
13.13%
10Y*
-0.52%

MSTY

1D
-6.76%
1M
-28.46%
YTD
-14.73%
6M
-26.86%
1Y
-61.25%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALKS vs. MSTY - Yearly Performance Comparison


2026 (YTD)20252024
ALKS
Alkermes plc
52.82%-2.71%-0.52%
MSTY
YieldMax™ MSTR Option Income Strategy ETF
-14.73%-42.71%200.20%

Correlation

The correlation between ALKS and MSTY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2024

0.16

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Return for Risk

ALKS vs. MSTY — Risk / Return Rank

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

ALKS
ALKS Risk / Return Rank: 6868
Overall Rank
ALKS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ALKS Sortino Ratio Rank: 6767
Sortino Ratio Rank
ALKS Omega Ratio Rank: 6464
Omega Ratio Rank
ALKS Calmar Ratio Rank: 7171
Calmar Ratio Rank
ALKS Martin Ratio Rank: 6868
Martin Ratio Rank

MSTY
MSTY Risk / Return Rank: 11
Overall Rank
MSTY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MSTY Sortino Ratio Rank: 11
Sortino Ratio Rank
MSTY Omega Ratio Rank: 11
Omega Ratio Rank
MSTY Calmar Ratio Rank: 22
Calmar Ratio Rank
MSTY Martin Ratio Rank: 22
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.

ALKS vs. MSTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alkermes plc (ALKS) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.


ALKSMSTYDifference
Sharpe ratioReturn per unit of total volatility

+1.93

Sortino ratioReturn per unit of downside risk

+3.29

Omega ratioGain probability vs. loss probability

1.19

0.81

+0.38

Calmar ratioReturn relative to maximum drawdown

1.66

-0.86

+2.52

Martin ratioReturn relative to average drawdown

3.50

-1.31

+4.80

ALKS vs. MSTY - Sharpe Ratio Comparison

The current ALKS Sharpe Ratio is 0.91, which is higher than the MSTY Sharpe Ratio of -1.02. The chart below compares the historical Sharpe Ratios of ALKS and MSTY, 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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Sharpe Ratios by Period


ALKSMSTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

-1.02

+1.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.26

-0.16

Drawdowns

ALKS vs. MSTY - Drawdown Comparison

The maximum ALKS drawdown since its inception was -96.14%, which is greater than MSTY's maximum drawdown of -71.79%. Use the drawdown chart below to compare losses from any high point for ALKS and MSTY.


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Drawdown Indicators


ALKSMSTYDifference

Max Drawdown

Largest peak-to-trough decline

-96.14%

-71.79%

-24.35%

Max Drawdown (1Y)

Largest decline over 1 year

-22.20%

-71.79%

+49.59%

Max Drawdown (3Y)

Largest decline over 3 years

-31.58%

Max Drawdown (5Y)

Largest decline over 5 years

-33.18%

Max Drawdown (10Y)

Largest decline over 10 years

-80.58%

Current Drawdown

Current decline from peak

-56.39%

-66.48%

+10.09%

Average Drawdown

Average peak-to-trough decline

-67.25%

-26.09%

-41.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.54%

46.87%

-36.33%

Volatility

ALKS vs. MSTY - Volatility Comparison

The current volatility for Alkermes plc (ALKS) is 13.20%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 17.01%. This indicates that ALKS experiences smaller price fluctuations and is considered to be less risky than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALKSMSTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.20%

17.01%

-3.81%

Volatility (6M)

Calculated over the trailing 6-month period

30.12%

48.79%

-18.67%

Volatility (1Y)

Calculated over the trailing 1-year period

40.64%

60.44%

-19.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.32%

71.92%

-34.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.29%

71.92%

-30.63%

Dividends

ALKS vs. MSTY - Dividend Comparison

ALKS has not paid dividends to shareholders, while MSTY's dividend yield for the trailing twelve months is around 269.45%.


PositionTTM20252024
ALKS
Alkermes plc
0.00%0.00%0.00%
MSTY
YieldMax™ MSTR Option Income Strategy ETF
269.45%294.61%104.56%

Frequently Asked Questions


ALKS and MSTY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSTY has higher volatility (17.01%) compared to ALKS (13.20%). In terms of maximum drawdown, ALKS dropped -96.14% vs MSTY's -71.79%.

ALKS currently has the higher Sharpe Ratio (0.91 vs -1.02), 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.

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