AMND vs. CTRA
Compare and contrast key facts about ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) and Coterra Energy Inc. (CTRA).
AMND is a passively managed fund by UBS that tracks the performance of the Alerian Midstream Energy Dividend Index. It was launched on Jul 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMND or CTRA.
Key characteristics
| AMND | CTRA | |
|---|---|---|
| YTD Return | 36.82% | 2.82% |
| 1Y Return | 40.56% | -2.86% |
| 3Y Return (Ann) | 21.17% | 13.44% |
| Sharpe Ratio | 3.54 | -0.12 |
| Sortino Ratio | 5.04 | -0.02 |
| Omega Ratio | 1.63 | 1.00 |
| Calmar Ratio | 7.38 | -0.10 |
| Martin Ratio | 28.05 | -0.29 |
| Ulcer Index | 1.50% | 9.72% |
| Daily Std Dev | 11.89% | 22.98% |
| Max Drawdown | -18.21% | -74.42% |
| Current Drawdown | -0.88% | -20.29% |
Correlation
The correlation between AMND and CTRA is 0.62, 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
AMND vs. CTRA - Performance Comparison
In the year-to-date period, AMND achieves a 36.82% return, which is significantly higher than CTRA's 2.82% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMND vs. CTRA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) and Coterra Energy Inc. (CTRA). 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.
Dividends
AMND vs. CTRA - Dividend Comparison
AMND's dividend yield for the trailing twelve months is around 5.28%, more than CTRA's 4.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMND ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 | 5.28% | 6.57% | 6.37% | 7.10% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CTRA Coterra Energy Inc. | 3.28% | 4.58% | 10.13% | 5.89% | 2.46% | 2.01% | 1.12% | 0.59% | 0.34% | 0.45% | 0.27% | 0.15% |
Drawdowns
AMND vs. CTRA - Drawdown Comparison
The maximum AMND drawdown since its inception was -18.21%, smaller than the maximum CTRA drawdown of -74.42%. Use the drawdown chart below to compare losses from any high point for AMND and CTRA. For additional features, visit the drawdowns tool.
Volatility
AMND vs. CTRA - Volatility Comparison
The current volatility for ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) is 3.66%, while Coterra Energy Inc. (CTRA) has a volatility of 9.12%. This indicates that AMND experiences smaller price fluctuations and is considered to be less risky than CTRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.