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AZO vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AZO vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AutoZone, Inc. (AZO) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AZO achieves a -12.80% return, which is significantly lower than SGOV's 2.04% return.


AZO

1D
1.16%
1M
-3.32%
6M
-20.07%
YTD
-12.80%
1Y
-22.60%
3Y*
5.74%
5Y*
12.62%
10Y*
13.96%
ALL TIME*
18.74%

SGOV

1D
0.03%
1M
0.30%
6M
1.80%
YTD
2.04%
1Y
3.85%
3Y*
4.65%
5Y*
3.64%
10Y*
ALL TIME*
2.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$474.96M$962.75M$1.17B
$1.66B$1.89B$2.03B

AZO vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
AZO
AutoZone, Inc.
-12.80%5.92%23.84%4.84%17.64%76.84%1.81%
SGOV
iShares 0-3 Month Treasury Bond ETF
2.04%4.24%5.27%5.12%1.58%0.04%0.04%

Correlation

The correlation between AZO and SGOV is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.00

Correlation (3Y)
Balances recent behavior with more history.

-0.02

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.03

Correlation (All Time)
Calculated using the full available price history since May 28, 2020

-0.03

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Return for Risk

AZO vs. SGOV — Risk / Return Rank

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

AZO
AZO Risk / Return Rank: 1515
Overall Rank
AZO Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
AZO Sortino Ratio Rank: 1515
Sortino Ratio Rank
AZO Omega Ratio Rank: 1515
Omega Ratio Rank
AZO Calmar Ratio Rank: 2020
Calmar Ratio Rank
AZO Martin Ratio Rank: 1616
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
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.

AZO vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AutoZone, Inc. (AZO) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AZOSGOVDifference
Sharpe ratioReturn per unit of total volatility

-21.53

Sortino ratioReturn per unit of downside risk

-383.81

Omega ratioGain probability vs. loss probability

0.88

383.06

-382.18

Calmar ratioReturn relative to maximum drawdown

-0.70

390.94

-391.65

Martin ratioReturn relative to average drawdown

-1.25

6,193.70

-6,194.95

AZO vs. SGOV - Sharpe Ratio Comparison

The current AZO Sharpe Ratio is -0.81, which is lower than the SGOV Sharpe Ratio of 20.72. The chart below compares the historical Sharpe Ratios of AZO and SGOV, 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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Drawdowns

AZO vs. SGOV - Drawdown Comparison

The maximum AZO drawdown since its inception was -46.32%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for AZO and SGOV.


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Drawdown Indicators


AZOSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-46.32%

-0.03%

-46.29%

Max Drawdown (1Y)

Largest decline over 1 year

-32.86%

-0.01%

-32.85%

Max Drawdown (3Y)

Largest decline over 3 years

-32.86%

-0.01%

-32.85%

Max Drawdown (5Y)

Largest decline over 5 years

-32.86%

-0.03%

-32.83%

Max Drawdown (10Y)

Largest decline over 10 years

-42.14%

Current Drawdown

Current decline from peak

-32.08%

0.00%

-32.08%

Average Drawdown

Average peak-to-trough decline

-10.94%

0.00%

-10.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.40%

0.00%

+18.40%

Volatility

AZO vs. SGOV - Volatility Comparison

AutoZone, Inc. (AZO) has a higher volatility of 10.42% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that AZO's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AZOSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.42%

0.05%

+10.37%

Volatility (6M)

Calculated over the trailing 6-month period

23.39%

0.13%

+23.26%

Volatility (1Y)

Calculated over the trailing 1-year period

28.52%

0.19%

+28.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.86%

0.24%

+24.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.70%

0.24%

+26.46%

Dividends

AZO vs. SGOV - Dividend Comparison

AZO has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 3.80%.


PositionTTM202520242023202220212020
AZO
AutoZone, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.80%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


AZO and SGOV have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AZO has higher volatility (10.42%) compared to SGOV (0.05%). In terms of maximum drawdown, AZO dropped -46.32% vs SGOV's -0.03%.

SGOV currently has the higher Sharpe Ratio (20.72 vs -0.81), 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.

Portfolio Optimizer

Find the right allocation for AZO and SGOV

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