BANX vs. OPPJ
BANX (StoneCastle Financial Corp.) is a stock, while OPPJ (WisdomTree Japan Opportunities ETF) is Japan Equities fund tracking the WisdomTree Japan Opportunities Index. Over the past 10 years, BANX returned 9.80%/yr vs 17.36%/yr for OPPJ. At a 0.10 correlation, their price movements are largely independent.
Performance
BANX vs. OPPJ - Performance Comparison
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Returns By Period
In the year-to-date period, BANX achieves a -3.54% return, which is significantly lower than OPPJ's 25.50% return. Over the past 10 years, BANX has underperformed OPPJ with an annualized return of 9.80%, while OPPJ has yielded a comparatively higher 17.36% annualized return.
BANX
- 1D
- -0.10%
- 1M
- 4.05%
- 6M
- 0.22%
- YTD
- -3.54%
- 1Y
- 8.32%
- 3Y*
- 19.28%
- 5Y*
- 8.01%
- 10Y*
- 9.80%
OPPJ
- 1D
- 0.34%
- 1M
- -2.36%
- 6M
- 15.67%
- YTD
- 25.50%
- 1Y
- 65.66%
- 3Y*
- 33.70%
- 5Y*
- 25.05%
- 10Y*
- 17.36%
BANX vs. OPPJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | -3.54% | 15.64% | 27.68% | 20.43% | -15.27% | 20.95% | -5.78% | 23.84% | 2.95% | 16.01% |
OPPJ WisdomTree Japan Opportunities ETF | 25.50% | 37.08% | 20.70% | 38.96% | 5.02% | 11.66% | -3.22% | 18.24% | -18.69% | 29.56% |
Correlation
The correlation between BANX and OPPJ is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2013 | 0.10 |
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Return for Risk
BANX vs. OPPJ — Risk / Return Rank
BANX
OPPJ
BANX vs. OPPJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and WisdomTree Japan Opportunities ETF (OPPJ). 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.
| BANX | OPPJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.61 | ||
| Sortino ratioReturn per unit of downside risk | -3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.52 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 6.72 | -6.08 |
| Martin ratioReturn relative to average drawdown | 1.36 | 21.20 | -19.83 |
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Drawdowns
BANX vs. OPPJ - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, which is greater than OPPJ's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for BANX and OPPJ.
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Drawdown Indicators
| BANX | OPPJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -39.30% | -15.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -9.82% | -3.38% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -16.49% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -28.50% | -16.49% | -12.01% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -39.30% | -15.76% |
Current DrawdownCurrent decline from peak | -4.77% | -4.77% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -6.48% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 3.11% | +3.00% |
Volatility
BANX vs. OPPJ - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 2.45%, while WisdomTree Japan Opportunities ETF (OPPJ) has a volatility of 7.53%. This indicates that BANX experiences smaller price fluctuations and is considered to be less risky than OPPJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BANX | OPPJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 7.53% | -5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 16.99% | -6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 21.02% | -6.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 18.31% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.52% | 19.55% | +7.97% |
Dividends
BANX vs. OPPJ - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 11.48%, more than OPPJ's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 11.48% | 10.54% | 9.53% | 12.11% | 9.74% | 5.64% | 8.16% | 6.82% | 7.88% | 7.45% | 7.81% | 9.26% |
OPPJ WisdomTree Japan Opportunities ETF | 1.12% | 1.78% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.17% | 2.06% | 1.53% | 1.66% | 3.61% |
Frequently Asked Questions
BANX and OPPJ have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPPJ has higher volatility (7.53%) compared to BANX (2.45%). In terms of maximum drawdown, BANX dropped -55.06% vs OPPJ's -39.30%.
OPPJ currently has the higher Sharpe Ratio (3.17 vs 0.56), 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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