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EPM vs. QYLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EPM vs. QYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evolution Petroleum Corporation (EPM) and Global X NASDAQ 100 Covered Call ETF (QYLD). The values are adjusted to include any dividend payments, if applicable.

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EPM vs. QYLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EPM
Evolution Petroleum Corporation
26.69%-25.17%-2.04%-17.30%58.73%86.00%-44.78%-14.47%4.19%-28.70%
QYLD
Global X NASDAQ 100 Covered Call ETF
0.61%9.28%19.35%22.77%-19.08%10.41%8.72%22.69%-3.07%18.79%

Returns By Period

In the year-to-date period, EPM achieves a 26.69% return, which is significantly higher than QYLD's 0.61% return. Over the past 10 years, EPM has underperformed QYLD with an annualized return of 5.66%, while QYLD has yielded a comparatively higher 8.96% annualized return.


EPM

1D
-4.59%
1M
-1.65%
YTD
26.69%
6M
-5.32%
1Y
-5.48%
3Y*
-3.43%
5Y*
12.43%
10Y*
5.66%

QYLD

1D
0.58%
1M
-1.11%
YTD
0.61%
6M
7.46%
1Y
16.36%
3Y*
13.19%
5Y*
7.01%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EPM vs. QYLD — Risk / Return Rank

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

EPM
EPM Risk / Return Rank: 3232
Overall Rank
EPM Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EPM Sortino Ratio Rank: 2929
Sortino Ratio Rank
EPM Omega Ratio Rank: 2929
Omega Ratio Rank
EPM Calmar Ratio Rank: 3535
Calmar Ratio Rank
EPM Martin Ratio Rank: 3434
Martin Ratio Rank

QYLD
QYLD Risk / Return Rank: 6868
Overall Rank
QYLD Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
QYLD Sortino Ratio Rank: 6161
Sortino Ratio Rank
QYLD Omega Ratio Rank: 7979
Omega Ratio Rank
QYLD Calmar Ratio Rank: 5959
Calmar Ratio Rank
QYLD Martin Ratio Rank: 8585
Martin Ratio Rank
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.

EPM vs. QYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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.


EPMQYLDDifference

Sharpe ratio

Return per unit of total volatility

-0.15

1.00

-1.16

Sortino ratio

Return per unit of downside risk

0.03

1.61

-1.59

Omega ratio

Gain probability vs. loss probability

1.00

1.31

-0.31

Calmar ratio

Return relative to maximum drawdown

-0.17

1.57

-1.74

Martin ratio

Return relative to average drawdown

-0.39

10.32

-10.71

EPM vs. QYLD - Sharpe Ratio Comparison

The current EPM Sharpe Ratio is -0.15, which is lower than the QYLD Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of EPM and QYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EPMQYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.15

1.00

-1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.47

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.58

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.11

0.56

-0.67

Correlation

The correlation between EPM and QYLD is 0.20, 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.


Dividends

EPM vs. QYLD - Dividend Comparison

EPM's dividend yield for the trailing twelve months is around 10.98%, less than QYLD's 11.85% yield.


TTM20252024202320222021202020192018201720162015
EPM
Evolution Petroleum Corporation
10.98%13.56%9.18%8.26%5.83%4.55%6.14%7.31%5.87%4.23%2.15%4.16%
QYLD
Global X NASDAQ 100 Covered Call ETF
11.85%11.55%12.50%11.78%13.75%12.85%11.16%9.84%12.44%7.69%9.15%9.42%

Drawdowns

EPM vs. QYLD - Drawdown Comparison

The maximum EPM drawdown since its inception was -99.99%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for EPM and QYLD.


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Drawdown Indicators


EPMQYLDDifference

Max Drawdown

Largest peak-to-trough decline

-99.99%

-24.75%

-75.24%

Max Drawdown (1Y)

Largest decline over 1 year

-38.29%

-10.84%

-27.45%

Max Drawdown (5Y)

Largest decline over 5 years

-59.45%

-24.61%

-34.84%

Max Drawdown (10Y)

Largest decline over 10 years

-80.49%

-24.75%

-55.74%

Current Drawdown

Current decline from peak

-99.85%

-1.84%

-98.01%

Average Drawdown

Average peak-to-trough decline

-96.47%

-3.89%

-92.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.02%

1.65%

+15.37%

Volatility

EPM vs. QYLD - Volatility Comparison

Evolution Petroleum Corporation (EPM) has a higher volatility of 8.60% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 4.90%. This indicates that EPM's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EPMQYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.60%

4.90%

+3.70%

Volatility (6M)

Calculated over the trailing 6-month period

25.42%

7.50%

+17.92%

Volatility (1Y)

Calculated over the trailing 1-year period

35.67%

16.43%

+19.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.64%

14.84%

+30.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.93%

15.51%

+34.42%