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CRT vs. FINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CRT and FINX is 0.17, 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

CRT vs. FINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cross Timbers Royalty Trust (CRT) and Global X FinTech ETF (FINX). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
12.23%
22.69%
CRT
FINX

Key characteristics

Sharpe Ratio

CRT:

-0.73

FINX:

1.33

Sortino Ratio

CRT:

-0.93

FINX:

1.90

Omega Ratio

CRT:

0.89

FINX:

1.23

Calmar Ratio

CRT:

-0.45

FINX:

0.57

Martin Ratio

CRT:

-0.89

FINX:

5.14

Ulcer Index

CRT:

33.76%

FINX:

5.73%

Daily Std Dev

CRT:

41.24%

FINX:

22.20%

Max Drawdown

CRT:

-83.46%

FINX:

-63.53%

Current Drawdown

CRT:

-55.83%

FINX:

-33.47%

Returns By Period

In the year-to-date period, CRT achieves a 14.86% return, which is significantly higher than FINX's 5.48% return.


CRT

YTD

14.86%

1M

10.61%

6M

12.23%

1Y

-29.16%

5Y*

14.85%

10Y*

2.51%

FINX

YTD

5.48%

1M

2.43%

6M

22.69%

1Y

31.24%

5Y*

0.90%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CRT vs. FINX — Risk-Adjusted Performance Rank

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

CRT
The Risk-Adjusted Performance Rank of CRT is 1616
Overall Rank
The Sharpe Ratio Rank of CRT is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of CRT is 1111
Sortino Ratio Rank
The Omega Ratio Rank of CRT is 1313
Omega Ratio Rank
The Calmar Ratio Rank of CRT is 1919
Calmar Ratio Rank
The Martin Ratio Rank of CRT is 2525
Martin Ratio Rank

FINX
The Risk-Adjusted Performance Rank of FINX is 4646
Overall Rank
The Sharpe Ratio Rank of FINX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of FINX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of FINX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of FINX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of FINX is 4949
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.

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.


Sharpe ratio
The chart of Sharpe ratio for CRT, currently valued at -0.73, compared to the broader market-2.000.002.00-0.731.33
The chart of Sortino ratio for CRT, currently valued at -0.93, compared to the broader market-4.00-2.000.002.004.006.00-0.931.90
The chart of Omega ratio for CRT, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.23
The chart of Calmar ratio for CRT, currently valued at -0.45, compared to the broader market0.002.004.006.00-0.450.57
The chart of Martin ratio for CRT, currently valued at -0.89, compared to the broader market0.0010.0020.0030.00-0.895.14
CRT
FINX

The current CRT Sharpe Ratio is -0.73, which is lower than the FINX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of CRT and FINX, 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
-0.73
1.33
CRT
FINX

Dividends

CRT vs. FINX - Dividend Comparison

CRT's dividend yield for the trailing twelve months is around 8.21%, more than FINX's 0.68% yield.


TTM20242023202220212020201920182017201620152014
CRT
Cross Timbers Royalty Trust
8.21%9.55%10.97%7.69%9.70%9.44%10.05%13.08%6.86%5.90%10.41%15.33%
FINX
Global X FinTech ETF
0.68%0.72%0.21%0.27%5.40%0.00%0.00%0.18%0.11%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.


-70.00%-60.00%-50.00%-40.00%-30.00%SeptemberOctoberNovemberDecember2025February
-55.83%
-33.47%
CRT
FINX

Volatility

CRT vs. FINX - Volatility Comparison

Cross Timbers Royalty Trust (CRT) has a higher volatility of 9.76% compared to Global X FinTech ETF (FINX) at 5.22%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
9.76%
5.22%
CRT
FINX
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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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