ENV vs. XYZ

Last updated Jun 9, 2026

ENV (Envestnet, Inc.) and XYZ (Block, Inc) are both stocks. Both are in the Technology sector — ENV in Software - Application, XYZ in Software - Infrastructure. At a 0.40 correlation, their price movements are largely independent.

Performance

ENV vs. XYZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Envestnet, Inc. (ENV) and Block, Inc (XYZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ENV

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

XYZ

• 1D: 2.60%
• 1M: -6.59%
• YTD: 7.42%
• 6M: 14.55%
• 1Y: 7.59%
• 3Y*: 2.49%
• 5Y*: -19.76%
• 10Y*: 22.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ENV vs. XYZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-3.58%	18.18%	41.55%	-1.32%	41.42%
XYZ Block, Inc	7.42%	-23.41%	9.88%	23.09%	-61.09%	-25.79%	247.89%	11.54%	61.78%	154.37%

Correlation

The correlation between ENV and XYZ is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.39
Correlation (10Y) Calculated over the trailing 10-year period	0.41
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015	0.40

The correlation between ENV and XYZ shifts across timeframes, from 0.27 (3 years) to 0.41 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) ENV : $1.34B XYZ : $24.48B
Gross Profit (TTM) ENV : $911.20M XYZ : $11.01B
EBITDA (TTM) ENV : -$92.97M XYZ : $2.42B

Return for Risk

ENV vs. XYZ — Risk / Return Rank

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

XYZ

XYZ Risk / Return Rank: 46
XYZ Sharpe Ratio Rank: 48
XYZ Sortino Ratio Rank: 45
XYZ Omega Ratio Rank: 44
XYZ Calmar Ratio Rank: 47
XYZ Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENV vs. XYZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) and Block, Inc (XYZ). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ENV	XYZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.16	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.33	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.40	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.30	—

Drawdowns

Drawdown Indicators

	ENV	XYZ	Difference
Max Drawdown Largest peak-to-trough decline	—	-86.08%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-39.48%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-52.96%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-86.08%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-86.08%	—
Current Drawdown Current decline from peak	—	-75.19%	—
Average Drawdown Average peak-to-trough decline	—	-41.01%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	17.04%	—

Volatility

Volatility by Period

	ENV	XYZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.16%	—
Volatility (6M) Calculated over the trailing 6-month period	—	35.29%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	46.81%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	60.00%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	56.71%	—

Dividends

ENV vs. XYZ - Dividend Comparison

Neither ENV nor XYZ has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both ENV and XYZ in my portfolio?

ENV and XYZ have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.