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EZJ vs. ^N225
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EZJ and ^N225 is 0.32, 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.


-0.50.00.51.00.3

Performance

EZJ vs. ^N225 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra MSCI Japan (EZJ) and Nikkei 225 (^N225). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-1.98%
1.86%
EZJ
^N225

Key characteristics

Sharpe Ratio

EZJ:

0.21

^N225:

0.68

Sortino Ratio

EZJ:

0.52

^N225:

1.04

Omega Ratio

EZJ:

1.06

^N225:

1.17

Calmar Ratio

EZJ:

0.19

^N225:

0.69

Martin Ratio

EZJ:

0.74

^N225:

2.46

Ulcer Index

EZJ:

9.94%

^N225:

7.14%

Daily Std Dev

EZJ:

35.69%

^N225:

25.92%

Max Drawdown

EZJ:

-58.63%

^N225:

-81.87%

Current Drawdown

EZJ:

-32.83%

^N225:

-8.34%

Returns By Period

In the year-to-date period, EZJ achieves a 0.52% return, which is significantly lower than ^N225's 15.65% return. Over the past 10 years, EZJ has underperformed ^N225 with an annualized return of 4.23%, while ^N225 has yielded a comparatively higher 8.31% annualized return.


EZJ

YTD

0.52%

1M

-0.88%

6M

-1.97%

1Y

3.52%

5Y*

-0.98%

10Y*

4.23%

^N225

YTD

15.65%

1M

0.91%

6M

0.27%

1Y

16.78%

5Y*

10.45%

10Y*

8.31%

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Risk-Adjusted Performance

EZJ vs. ^N225 - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra MSCI Japan (EZJ) and Nikkei 225 (^N225). 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 EZJ, currently valued at 0.09, compared to the broader market0.002.004.000.090.15
The chart of Sortino ratio for EZJ, currently valued at 0.37, compared to the broader market-2.000.002.004.006.008.0010.000.370.40
The chart of Omega ratio for EZJ, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.001.051.06
The chart of Calmar ratio for EZJ, currently valued at 0.09, compared to the broader market0.005.0010.0015.000.090.17
The chart of Martin ratio for EZJ, currently valued at 0.33, compared to the broader market0.0020.0040.0060.0080.00100.000.330.63
EZJ
^N225

The current EZJ Sharpe Ratio is 0.21, which is lower than the ^N225 Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of EZJ and ^N225, 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 Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.09
0.15
EZJ
^N225

Drawdowns

EZJ vs. ^N225 - Drawdown Comparison

The maximum EZJ drawdown since its inception was -58.63%, smaller than the maximum ^N225 drawdown of -81.87%. Use the drawdown chart below to compare losses from any high point for EZJ and ^N225. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-32.83%
-13.93%
EZJ
^N225

Volatility

EZJ vs. ^N225 - Volatility Comparison

ProShares Ultra MSCI Japan (EZJ) has a higher volatility of 9.77% compared to Nikkei 225 (^N225) at 5.66%. This indicates that EZJ's price experiences larger fluctuations and is considered to be riskier than ^N225 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
9.77%
5.66%
EZJ
^N225
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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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