CRT vs. FINX
Compare and contrast key facts about Cross Timbers Royalty Trust (CRT) and Global X FinTech ETF (FINX).
FINX is a passively managed fund by Global X that tracks the performance of the Indxx Global FinTech Thematic Index. It was launched on Sep 12, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRT or FINX.
Performance
CRT vs. FINX - Performance Comparison
Returns By Period
In the year-to-date period, CRT achieves a -39.20% return, which is significantly lower than FINX's 29.28% return.
CRT
-39.20%
-10.44%
-26.35%
-44.92%
15.53%
-1.52%
FINX
29.28%
11.16%
26.55%
55.07%
3.45%
N/A
Key characteristics
| CRT | FINX | |
|---|---|---|
| Sharpe Ratio | -1.14 | 2.50 |
| Sortino Ratio | -1.77 | 3.30 |
| Omega Ratio | 0.78 | 1.40 |
| Calmar Ratio | -0.67 | 0.99 |
| Martin Ratio | -1.27 | 10.02 |
| Ulcer Index | 35.06% | 5.70% |
| Daily Std Dev | 39.12% | 22.82% |
| Max Drawdown | -83.46% | -63.53% |
| Current Drawdown | -61.57% | -33.71% |
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Correlation
The correlation between CRT and FINX is 0.18, 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.
Risk-Adjusted Performance
CRT vs. FINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cross Timbers Royalty Trust (CRT) and Global X FinTech ETF (FINX). 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
CRT vs. FINX - Dividend Comparison
CRT's dividend yield for the trailing twelve months is around 10.79%, more than FINX's 0.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 10.79% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% | 7.88% |
FINX Global X FinTech ETF | 0.18% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CRT vs. FINX - Drawdown Comparison
The maximum CRT drawdown since its inception was -83.46%, which is greater than FINX's maximum drawdown of -63.53%. Use the drawdown chart below to compare losses from any high point for CRT and FINX. For additional features, visit the drawdowns tool.
Volatility
CRT vs. FINX - Volatility Comparison
Cross Timbers Royalty Trust (CRT) has a higher volatility of 8.44% compared to Global X FinTech ETF (FINX) at 7.64%. This indicates that CRT's price experiences larger fluctuations and is considered to be riskier than FINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.