CRUZ vs. RCL

In the year-to-date period, CRUZ achieves a -16.99% return, which is significantly lower than RCL's 11.11% return. Over the past 10 years, CRUZ has outperformed RCL with an annualized return of 150.33%, while RCL has yielded a comparatively lower 14.16% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Defiance Hotel, Airline, and Cruise ETF (CRUZ) and Royal Caribbean Cruises Ltd. (RCL). 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.

The current CRUZ Sharpe Ratio is 0.00, which is lower than the RCL Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of CRUZ and RCL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CRUZ's dividend yield for the trailing twelve months is around 101.44%, more than RCL's 0.67% yield.

The maximum CRUZ drawdown since its inception was -99.87%, which is greater than RCL's maximum drawdown of -89.49%. Use the drawdown chart below to compare losses from any high point for CRUZ and RCL. For additional features, visit the drawdowns tool.

Defiance Hotel, Airline, and Cruise ETF (CRUZ) has a higher volatility of 17.08% compared to Royal Caribbean Cruises Ltd. (RCL) at 8.67%. This indicates that CRUZ's price experiences larger fluctuations and is considered to be riskier than RCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.