PortfoliosLab logo
EURUSD=X vs. VT
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EURUSD=X and VT is 0.14, 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.


Performance

EURUSD=X vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EUR/USD (EURUSD=X) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

EURUSD=X:

0.58

VT:

0.72

Sortino Ratio

EURUSD=X:

0.72

VT:

1.12

Omega Ratio

EURUSD=X:

1.07

VT:

1.16

Calmar Ratio

EURUSD=X:

0.01

VT:

0.78

Martin Ratio

EURUSD=X:

0.79

VT:

3.40

Ulcer Index

EURUSD=X:

4.82%

VT:

3.77%

Daily Std Dev

EURUSD=X:

6.98%

VT:

17.86%

Max Drawdown

EURUSD=X:

-39.98%

VT:

-50.27%

Current Drawdown

EURUSD=X:

-29.10%

VT:

-0.06%

Returns By Period

In the year-to-date period, EURUSD=X achieves a 9.49% return, which is significantly higher than VT's 5.80% return. Over the past 10 years, EURUSD=X has underperformed VT with an annualized return of 0.34%, while VT has yielded a comparatively higher 9.31% annualized return.


EURUSD=X

YTD

9.49%

1M

-0.09%

6M

8.03%

1Y

4.35%

3Y*

1.85%

5Y*

0.46%

10Y*

0.34%

VT

YTD

5.80%

1M

6.99%

6M

3.34%

1Y

12.79%

3Y*

12.02%

5Y*

13.52%

10Y*

9.31%

*Annualized

Compare stocks, funds, or ETFs

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


EUR/USD

Vanguard Total World Stock ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

EURUSD=X vs. VT — Risk-Adjusted Performance Rank

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

EURUSD=X
The Risk-Adjusted Performance Rank of EURUSD=X is 5959
Overall Rank
The Sharpe Ratio Rank of EURUSD=X is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EURUSD=X is 6262
Sortino Ratio Rank
The Omega Ratio Rank of EURUSD=X is 5757
Omega Ratio Rank
The Calmar Ratio Rank of EURUSD=X is 5252
Calmar Ratio Rank
The Martin Ratio Rank of EURUSD=X is 5656
Martin Ratio Rank

VT
The Risk-Adjusted Performance Rank of VT is 7474
Overall Rank
The Sharpe Ratio Rank of VT is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of VT is 7272
Sortino Ratio Rank
The Omega Ratio Rank of VT is 7474
Omega Ratio Rank
The Calmar Ratio Rank of VT is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VT is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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

This table presents a comparison of risk-adjusted performance metrics for EUR/USD (EURUSD=X) and Vanguard Total World Stock ETF (VT). 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.


The current EURUSD=X Sharpe Ratio is 0.58, which is comparable to the VT Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of EURUSD=X and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

EURUSD=X vs. VT - Drawdown Comparison

The maximum EURUSD=X drawdown since its inception was -39.98%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for EURUSD=X and VT.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

EURUSD=X vs. VT - Volatility Comparison

The current volatility for EUR/USD (EURUSD=X) is 2.23%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.67%. This indicates that EURUSD=X experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...