CHFUSD=X vs. HTGC
Compare and contrast key facts about USD/CHF (CHFUSD=X) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHFUSD=X or HTGC.
Correlation
The correlation between CHFUSD=X and HTGC is 0.04, 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.
Performance
CHFUSD=X vs. HTGC - Performance Comparison
Key characteristics
CHFUSD=X:
-0.31
HTGC:
1.34
CHFUSD=X:
-0.39
HTGC:
1.67
CHFUSD=X:
0.95
HTGC:
1.28
CHFUSD=X:
-0.10
HTGC:
1.61
CHFUSD=X:
-0.69
HTGC:
4.85
CHFUSD=X:
2.96%
HTGC:
6.05%
CHFUSD=X:
6.68%
HTGC:
22.02%
CHFUSD=X:
-38.65%
HTGC:
-68.29%
CHFUSD=X:
-19.66%
HTGC:
-6.96%
Returns By Period
In the year-to-date period, CHFUSD=X achieves a -6.45% return, which is significantly lower than HTGC's 26.12% return. Over the past 10 years, CHFUSD=X has underperformed HTGC with an annualized return of 0.89%, while HTGC has yielded a comparatively higher 13.61% annualized return.
CHFUSD=X
-6.45%
-0.65%
-0.76%
-4.89%
1.63%
0.89%
HTGC
26.12%
3.04%
-0.14%
28.12%
18.74%
13.61%
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Risk-Adjusted Performance
CHFUSD=X vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USD/CHF (CHFUSD=X) and Hercules Capital, Inc. (HTGC). 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.
Drawdowns
CHFUSD=X vs. HTGC - Drawdown Comparison
The maximum CHFUSD=X drawdown since its inception was -38.65%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for CHFUSD=X and HTGC. For additional features, visit the drawdowns tool.
Volatility
CHFUSD=X vs. HTGC - Volatility Comparison
The current volatility for USD/CHF (CHFUSD=X) is 1.94%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.74%. This indicates that CHFUSD=X experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.