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FEZ vs. TIMB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FEZ vs. TIMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR EURO STOXX 50 ETF (FEZ) and TIM S.A. (TIMB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FEZ achieves a 7.29% return, which is significantly lower than TIMB's 15.30% return.


FEZ

1D
0.09%
1M
6.20%
YTD
7.29%
6M
8.07%
1Y
19.95%
3Y*
17.98%
5Y*
10.21%
10Y*
11.34%

TIMB

1D
0.54%
1M
1.69%
YTD
15.30%
6M
11.44%
1Y
31.26%
3Y*
22.01%
5Y*
19.21%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FEZ vs. TIMB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FEZ
State Street SPDR EURO STOXX 50 ETF
7.29%37.81%3.57%27.16%-14.27%14.84%14.86%
TIMB
TIM S.A.
15.30%86.96%-33.24%68.57%4.05%-13.46%23.03%

Correlation

The correlation between FEZ and TIMB is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2020

0.34

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Return for Risk

FEZ vs. TIMB — Risk / Return Rank

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

FEZ
FEZ Risk / Return Rank: 3030
Overall Rank
FEZ Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
FEZ Sortino Ratio Rank: 3030
Sortino Ratio Rank
FEZ Omega Ratio Rank: 2828
Omega Ratio Rank
FEZ Calmar Ratio Rank: 3030
Calmar Ratio Rank
FEZ Martin Ratio Rank: 3434
Martin Ratio Rank

TIMB
TIMB Risk / Return Rank: 6868
Overall Rank
TIMB Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
TIMB Sortino Ratio Rank: 6565
Sortino Ratio Rank
TIMB Omega Ratio Rank: 6464
Omega Ratio Rank
TIMB Calmar Ratio Rank: 6767
Calmar Ratio Rank
TIMB Martin Ratio Rank: 7070
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.

FEZ vs. TIMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR EURO STOXX 50 ETF (FEZ) and TIM S.A. (TIMB). 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.


FEZTIMBDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.17

1.17

0.00

Calmar ratioReturn relative to maximum drawdown

1.29

1.22

+0.07

Martin ratioReturn relative to average drawdown

4.40

3.35

+1.05

FEZ vs. TIMB - Sharpe Ratio Comparison

The current FEZ Sharpe Ratio is 0.96, which is comparable to the TIMB Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of FEZ and TIMB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FEZ vs. TIMB - Drawdown Comparison

The maximum FEZ drawdown since its inception was -64.21%, which is greater than TIMB's maximum drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for FEZ and TIMB.


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Drawdown Indicators


FEZTIMBDifference

Max Drawdown

Largest peak-to-trough decline

-64.21%

-37.08%

-27.13%

Max Drawdown (1Y)

Largest decline over 1 year

-13.63%

-23.82%

+10.19%

Max Drawdown (3Y)

Largest decline over 3 years

-15.85%

-37.08%

+21.23%

Max Drawdown (5Y)

Largest decline over 5 years

-35.05%

-37.08%

+2.03%

Max Drawdown (10Y)

Largest decline over 10 years

-39.69%

Current Drawdown

Current decline from peak

-0.37%

-20.28%

+19.91%

Average Drawdown

Average peak-to-trough decline

-17.05%

-12.14%

-4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

8.68%

-4.67%

Volatility

FEZ vs. TIMB - Volatility Comparison

State Street SPDR EURO STOXX 50 ETF (FEZ) and TIM S.A. (TIMB) have volatilities of 6.57% and 6.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEZTIMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.57%

6.33%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

15.48%

25.37%

-9.89%

Volatility (1Y)

Calculated over the trailing 1-year period

18.45%

31.42%

-12.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.70%

31.55%

-10.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.11%

32.10%

-10.99%

Dividends

FEZ vs. TIMB - Dividend Comparison

FEZ's dividend yield for the trailing twelve months is around 2.52%, less than TIMB's 8.17% yield.


PositionTTM20252024202320222021202020192018201720162015
FEZ
State Street SPDR EURO STOXX 50 ETF
2.52%2.78%2.94%2.75%3.06%2.61%2.13%2.61%3.45%2.44%3.35%3.03%
TIMB
TIM S.A.
8.17%11.67%6.03%4.98%4.05%3.43%3.05%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FEZ and TIMB have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FEZ has higher volatility (6.57%) compared to TIMB (6.33%). In terms of maximum drawdown, FEZ dropped -64.21% vs TIMB's -37.08%.

FEZ currently has the higher Sharpe Ratio (0.96 vs 0.93), 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

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