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AMJ vs. XOM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AMJ vs. XOM

Last updated May 19, 2025

Compare and contrast key facts about J.P. Morgan Alerian MLP Index ETN (AMJ) and Exxon Mobil Corporation (XOM).

AMJ is a passively managed fund by JPMorgan Chase that tracks the performance of the Alerian MLP Index. It was launched on Apr 2, 2009.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMJ or XOM.

Correlation

The correlation between AMJ and XOM is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

AMJ vs. XOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in J.P. Morgan Alerian MLP Index ETN (AMJ) and Exxon Mobil Corporation (XOM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

AMJ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XOM

YTD

2.41%

1M

2.12%

6M

-7.67%

1Y

-6.42%

5Y*

25.43%

10Y*

6.78%

*Annualized

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Risk-Adjusted Performance

AMJ vs. XOM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AMJ
The Risk-Adjusted Performance Rank of AMJ is 8383
Overall Rank
The Sharpe Ratio Rank of AMJ is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of AMJ is 9595
Sortino Ratio Rank
The Omega Ratio Rank of AMJ is 9595
Omega Ratio Rank
The Calmar Ratio Rank of AMJ is 3333
Calmar Ratio Rank
The Martin Ratio Rank of AMJ is 9696
Martin Ratio Rank
XOM
The Risk-Adjusted Performance Rank of XOM is 3535
Overall Rank
The Sharpe Ratio Rank of XOM is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of XOM is 3232
Sortino Ratio Rank
The Omega Ratio Rank of XOM is 3232
Omega Ratio Rank
The Calmar Ratio Rank of XOM is 3434
Calmar Ratio Rank
The Martin Ratio Rank of XOM is 3939
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.

AMJ vs. XOM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for J.P. Morgan Alerian MLP Index ETN (AMJ) and Exxon Mobil Corporation (XOM). 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.

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Dividends

AMJ vs. XOM - Dividend Comparison

AMJ has not paid dividends to shareholders, while XOM's dividend yield for the trailing twelve months is around 3.62%.

TTM20242023202220212020201920182017201620152014
AMJ
J.P. Morgan Alerian MLP Index ETN		0.00%1.49%6.54%6.33%7.31%10.87%8.30%8.38%6.96%47.34%0.00%0.00%
XOM
Exxon Mobil Corporation		3.62%3.57%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%

Drawdowns

AMJ vs. XOM - Drawdown Comparison

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Volatility

AMJ vs. XOM - Volatility Comparison

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