PortfoliosLab logoPortfoliosLab logo
ES=F vs. ^TYX
Performance
Return for Risk
Drawdowns
Volatility

Performance

ES=F vs. ^TYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in E-mini S&P 500 Futures (ES=F) and Treasury Yield 30 Years (^TYX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ES=F achieves a 12.55% return, which is significantly higher than ^TYX's 7.23% return. Over the past 10 years, ES=F has outperformed ^TYX with an annualized return of 13.55%, while ^TYX has yielded a comparatively lower 8.43% annualized return.


ES=F

1D
-0.10%
1M
2.19%
6M
12.33%
YTD
12.55%
1Y
22.65%
3Y*
19.92%
5Y*
11.86%
10Y*
13.55%
ALL TIME*
6.60%

^TYX

1D
-0.78%
1M
4.11%
6M
5.79%
YTD
7.23%
1Y
8.19%
3Y*
7.19%
5Y*
22.74%
10Y*
8.43%
ALL TIME*
-0.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$10.89B$10.16B$11.15B

ES=F vs. ^TYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ES=F
E-mini S&P 500 Futures
12.55%16.12%23.15%24.84%-18.86%26.94%16.02%28.97%-6.38%19.66%
^TYX
Treasury Yield 30 Years
7.23%1.13%19.08%1.11%108.66%15.74%-31.10%-20.89%10.26%-10.58%

Correlation

The correlation between ES=F and ^TYX is -0.21, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.21

Correlation (3Y)
Balances recent behavior with more history.

-0.12

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.04

Correlation (10Y)
Provides a long-term view across more market conditions.

0.11

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2000

0.23

The correlation between ES=F and ^TYX shifts across timeframes, from -0.21 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ES=F vs. ^TYX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ES=F
ES=F Risk / Return Rank: 100100
Overall Rank
ES=F Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
ES=F Sortino Ratio Rank: 100100
Sortino Ratio Rank
ES=F Omega Ratio Rank: 100100
Omega Ratio Rank
ES=F Calmar Ratio Rank: 100100
Calmar Ratio Rank
ES=F Martin Ratio Rank: 100100
Martin Ratio Rank

^TYX
^TYX Risk / Return Rank: 2121
Overall Rank
^TYX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
^TYX Sortino Ratio Rank: 1919
Sortino Ratio Rank
^TYX Omega Ratio Rank: 1919
Omega Ratio Rank
^TYX Calmar Ratio Rank: 2222
Calmar Ratio Rank
^TYX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ES=F vs. ^TYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for E-mini S&P 500 Futures (ES=F) and Treasury Yield 30 Years (^TYX). 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.


ES=F^TYXDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.39

Omega ratioGain probability vs. loss probability

1.32

1.12

+0.20

Calmar ratioReturn relative to maximum drawdown

2.54

0.95

+1.59

Martin ratioReturn relative to average drawdown

10.48

2.11

+8.37

ES=F vs. ^TYX - Sharpe Ratio Comparison

The current ES=F Sharpe Ratio is 1.77, which is higher than the ^TYX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of ES=F and ^TYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

ES=F vs. ^TYX - Drawdown Comparison

The maximum ES=F drawdown since its inception was -57.11%, smaller than the maximum ^TYX drawdown of -93.84%. Use the drawdown chart below to compare losses from any high point for ES=F and ^TYX.


Loading charts...

Drawdown Indicators


ES=F^TYXDifference

Max Drawdown

Largest peak-to-trough decline

-57.11%

-93.84%

+36.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.95%

-8.69%

-0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-18.54%

-22.85%

+4.31%

Max Drawdown (5Y)

Largest decline over 5 years

-25.02%

-22.85%

-2.17%

Max Drawdown (10Y)

Largest decline over 10 years

-34.45%

-72.86%

+38.41%

Current Drawdown

Current decline from peak

-0.10%

-65.88%

+65.78%

Average Drawdown

Average peak-to-trough decline

-12.62%

-56.74%

+44.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.17%

3.89%

-1.72%

Volatility

ES=F vs. ^TYX - Volatility Comparison

E-mini S&P 500 Futures (ES=F) has a higher volatility of 4.07% compared to Treasury Yield 30 Years (^TYX) at 3.12%. This indicates that ES=F's price experiences larger fluctuations and is considered to be riskier than ^TYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ES=F^TYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.07%

3.12%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

10.06%

8.27%

+1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

12.84%

11.63%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.12%

24.58%

-7.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.10%

33.33%

-15.23%

Frequently Asked Questions


ES=F and ^TYX have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ES=F has higher volatility (4.07%) compared to ^TYX (3.12%). In terms of maximum drawdown, ES=F dropped -57.11% vs ^TYX's -93.84%.

ES=F currently has the higher Sharpe Ratio (1.77 vs 0.71), 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.

Portfolio Optimizer

Find the right allocation for ES=F and ^TYX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer