DELL vs. SHV
DELL (Dell Technologies Inc.) is a stock, while SHV (iShares 0-1 Year Treasury Bond ETF) is Government Bonds fund tracking the ICE Short US Treasury Securities Index. Over the past 5 years, DELL returned 57.51%/yr vs 3.40%/yr for SHV. At a correlation of -0.08, they often move in opposite directions.
Performance
DELL vs. SHV - Performance Comparison
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Returns By Period
In the year-to-date period, DELL achieves a 230.29% return, which is significantly higher than SHV's 1.84% return.
DELL
- 1D
- -9.80%
- 1M
- 0.88%
- 6M
- 250.30%
- YTD
- 230.29%
- 1Y
- 233.32%
- 3Y*
- 98.78%
- 5Y*
- 57.51%
- 10Y*
- —
SHV
- 1D
- 0.02%
- 1M
- 0.29%
- 6M
- 1.73%
- YTD
- 1.84%
- 1Y
- 3.84%
- 3Y*
- 4.59%
- 5Y*
- 3.40%
- 10Y*
- 2.26%
DELL vs. SHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DELL Dell Technologies Inc. | 230.29% | 11.22% | 52.97% | 95.85% | -26.63% | 51.21% | 42.62% | 5.16% | 14.50% |
SHV iShares 0-1 Year Treasury Bond ETF | 1.84% | 4.21% | 5.12% | 5.04% | 0.94% | -0.10% | 0.81% | 2.36% | 0.05% |
Correlation
The correlation between DELL and SHV is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 21, 2018 | -0.08 |
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Return for Risk
DELL vs. SHV — Risk / Return Rank
DELL
SHV
DELL vs. SHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dell Technologies Inc. (DELL) and iShares 0-1 Year Treasury Bond ETF (SHV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DELL | SHV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -14.87 | ||
| Sortino ratioReturn per unit of downside risk | -89.08 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 30.70 | -29.20 |
| Calmar ratioReturn relative to maximum drawdown | 7.26 | 141.77 | -134.50 |
| Martin ratioReturn relative to average drawdown | 15.87 | 1,506.94 | -1,491.07 |
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Drawdowns
DELL vs. SHV - Drawdown Comparison
The maximum DELL drawdown since its inception was -59.59%, which is greater than SHV's maximum drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for DELL and SHV.
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Drawdown Indicators
| DELL | SHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -0.45% | -59.14% |
Max Drawdown (1Y)Largest decline over 1 year | -32.34% | -0.03% | -32.31% |
Max Drawdown (3Y)Largest decline over 3 years | -59.59% | -0.03% | -59.56% |
Max Drawdown (5Y)Largest decline over 5 years | -59.59% | -0.38% | -59.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.45% | — |
Current DrawdownCurrent decline from peak | -11.43% | 0.00% | -11.43% |
Average DrawdownAverage peak-to-trough decline | -18.38% | -0.03% | -18.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.78% | 0.00% | +14.78% |
Volatility
DELL vs. SHV - Volatility Comparison
Dell Technologies Inc. (DELL) has a higher volatility of 20.25% compared to iShares 0-1 Year Treasury Bond ETF (SHV) at 0.08%. This indicates that DELL's price experiences larger fluctuations and is considered to be riskier than SHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DELL | SHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.25% | 0.08% | +20.17% |
Volatility (6M)Calculated over the trailing 6-month period | 56.81% | 0.14% | +56.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.19% | 0.21% | +67.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.53% | 0.29% | +51.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.25% | 0.28% | +47.97% |
Dividends
DELL vs. SHV - Dividend Comparison
DELL's dividend yield for the trailing twelve months is around 0.53%, less than SHV's 3.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DELL Dell Technologies Inc. | 0.53% | 1.60% | 1.48% | 1.88% | 2.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHV iShares 0-1 Year Treasury Bond ETF | 3.78% | 4.09% | 5.02% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% |
Frequently Asked Questions
DELL and SHV have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DELL has higher volatility (20.25%) compared to SHV (0.08%). In terms of maximum drawdown, DELL dropped -59.59% vs SHV's -0.45%.
SHV currently has the higher Sharpe Ratio (18.32 vs 3.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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