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EURUSD=X vs. HYG
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EURUSD=X and HYG is 0.24, 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.


-0.50.00.51.00.2

Performance

EURUSD=X vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EUR/USD (EURUSD=X) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-22.36%
130.78%
EURUSD=X
HYG

Key characteristics

Sharpe Ratio

EURUSD=X:

-0.67

HYG:

1.94

Sortino Ratio

EURUSD=X:

-0.87

HYG:

2.79

Omega Ratio

EURUSD=X:

0.89

HYG:

1.35

Calmar Ratio

EURUSD=X:

-0.11

HYG:

3.69

Martin Ratio

EURUSD=X:

-1.37

HYG:

13.41

Ulcer Index

EURUSD=X:

2.74%

HYG:

0.65%

Daily Std Dev

EURUSD=X:

5.48%

HYG:

4.47%

Max Drawdown

EURUSD=X:

-57.54%

HYG:

-34.24%

Current Drawdown

EURUSD=X:

-34.77%

HYG:

-1.14%

Returns By Period

In the year-to-date period, EURUSD=X achieves a -5.50% return, which is significantly lower than HYG's 8.40% return. Over the past 10 years, EURUSD=X has underperformed HYG with an annualized return of -1.46%, while HYG has yielded a comparatively higher 4.04% annualized return.


EURUSD=X

YTD

-5.50%

1M

-1.09%

6M

-2.45%

1Y

-5.26%

5Y*

-1.12%

10Y*

-1.46%

HYG

YTD

8.40%

1M

-0.17%

6M

5.65%

1Y

8.17%

5Y*

3.19%

10Y*

4.04%

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Risk-Adjusted Performance

EURUSD=X vs. HYG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for EUR/USD (EURUSD=X) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). 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.


Sharpe ratio
The chart of Sharpe ratio for EURUSD=X, currently valued at -0.67, compared to the broader market0.002.004.006.008.0010.00-0.672.13
The chart of Sortino ratio for EURUSD=X, currently valued at -0.87, compared to the broader market0.0010.0020.0030.0040.00-0.873.11
The chart of Omega ratio for EURUSD=X, currently valued at 0.89, compared to the broader market2.004.006.008.0010.000.891.45
The chart of Calmar ratio for EURUSD=X, currently valued at -0.11, compared to the broader market0.0020.0040.0060.0080.00-0.113.47
The chart of Martin ratio for EURUSD=X, currently valued at -1.37, compared to the broader market0.00100.00200.00300.00400.00500.00600.00-1.3713.58
EURUSD=X
HYG

The current EURUSD=X Sharpe Ratio is -0.67, which is lower than the HYG Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of EURUSD=X and HYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.67
2.13
EURUSD=X
HYG

Drawdowns

EURUSD=X vs. HYG - Drawdown Comparison

The maximum EURUSD=X drawdown since its inception was -57.54%, which is greater than HYG's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for EURUSD=X and HYG. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-34.77%
-1.14%
EURUSD=X
HYG

Volatility

EURUSD=X vs. HYG - Volatility Comparison

EUR/USD (EURUSD=X) has a higher volatility of 2.12% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 1.43%. This indicates that EURUSD=X's price experiences larger fluctuations and is considered to be riskier than HYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%JulyAugustSeptemberOctoberNovemberDecember
2.12%
1.43%
EURUSD=X
HYG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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