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APTO vs. SCHG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between APTO and SCHG is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

APTO vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptose Biosciences Inc (APTO) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

-60.00%-40.00%-20.00%0.00%20.00%SeptemberOctoberNovemberDecember2025February
-63.27%
13.40%
APTO
SCHG

Key characteristics

Sharpe Ratio

APTO:

-0.91

SCHG:

1.73

Sortino Ratio

APTO:

-3.06

SCHG:

2.30

Omega Ratio

APTO:

0.64

SCHG:

1.31

Calmar Ratio

APTO:

-0.91

SCHG:

2.52

Martin Ratio

APTO:

-1.31

SCHG:

9.50

Ulcer Index

APTO:

69.24%

SCHG:

3.27%

Daily Std Dev

APTO:

99.98%

SCHG:

17.95%

Max Drawdown

APTO:

-99.87%

SCHG:

-34.59%

Current Drawdown

APTO:

-99.87%

SCHG:

-0.55%

Returns By Period

In the year-to-date period, APTO achieves a -20.11% return, which is significantly lower than SCHG's 3.84% return. Over the past 10 years, APTO has underperformed SCHG with an annualized return of -44.97%, while SCHG has yielded a comparatively higher 16.54% annualized return.


APTO

YTD

-20.11%

1M

-15.85%

6M

-62.89%

1Y

-90.78%

5Y*

-73.29%

10Y*

-44.97%

SCHG

YTD

3.84%

1M

2.30%

6M

13.39%

1Y

30.29%

5Y*

18.43%

10Y*

16.54%

*Annualized

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Risk-Adjusted Performance

APTO vs. SCHG — Risk-Adjusted Performance Rank

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

APTO
The Risk-Adjusted Performance Rank of APTO is 44
Overall Rank
The Sharpe Ratio Rank of APTO is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of APTO is 00
Sortino Ratio Rank
The Omega Ratio Rank of APTO is 11
Omega Ratio Rank
The Calmar Ratio Rank of APTO is 22
Calmar Ratio Rank
The Martin Ratio Rank of APTO is 1010
Martin Ratio Rank

SCHG
The Risk-Adjusted Performance Rank of SCHG is 6969
Overall Rank
The Sharpe Ratio Rank of SCHG is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHG is 6565
Sortino Ratio Rank
The Omega Ratio Rank of SCHG is 6868
Omega Ratio Rank
The Calmar Ratio Rank of SCHG is 7272
Calmar Ratio Rank
The Martin Ratio Rank of SCHG is 7272
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.

APTO vs. SCHG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptose Biosciences Inc (APTO) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.


Sharpe ratio
The chart of Sharpe ratio for APTO, currently valued at -0.91, compared to the broader market-2.000.002.004.00-0.911.73
The chart of Sortino ratio for APTO, currently valued at -3.06, compared to the broader market-6.00-4.00-2.000.002.004.006.00-3.062.30
The chart of Omega ratio for APTO, currently valued at 0.64, compared to the broader market0.501.001.502.000.641.31
The chart of Calmar ratio for APTO, currently valued at -0.91, compared to the broader market0.002.004.006.00-0.912.52
The chart of Martin ratio for APTO, currently valued at -1.31, compared to the broader market-10.000.0010.0020.0030.00-1.319.50
APTO
SCHG

The current APTO Sharpe Ratio is -0.91, which is lower than the SCHG Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of APTO and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.91
1.73
APTO
SCHG

Dividends

APTO vs. SCHG - Dividend Comparison

APTO has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.


TTM20242023202220212020201920182017201620152014
APTO
Aptose Biosciences Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHG
Schwab U.S. Large-Cap Growth ETF
0.38%0.40%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%1.09%

Drawdowns

APTO vs. SCHG - Drawdown Comparison

The maximum APTO drawdown since its inception was -99.87%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for APTO and SCHG. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-99.87%
-0.55%
APTO
SCHG

Volatility

APTO vs. SCHG - Volatility Comparison

Aptose Biosciences Inc (APTO) has a higher volatility of 34.58% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.24%. This indicates that APTO's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
34.58%
5.24%
APTO
SCHG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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