CUK vs. QQQ

In the year-to-date period, CUK achieves a -23.94% return, which is significantly lower than QQQ's -7.46% return. Over the past 10 years, CUK has underperformed QQQ with an annualized return of -7.98%, while QQQ has yielded a comparatively higher 16.75% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CUK) and Invesco QQQ (QQQ). 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 CUK Sharpe Ratio is 0.52, which is comparable to the QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of CUK and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CUK has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.63%.

The maximum CUK drawdown since its inception was -91.43%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CUK and QQQ. For additional features, visit the drawdowns tool.

Carnival Corporation & Plc (CUK) has a higher volatility of 27.39% compared to Invesco QQQ (QQQ) at 16.85%. This indicates that CUK's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.