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FLMX vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLMX vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin FTSE Mexico ETF (FLMX) and United States Gasoline Fund LP (UGA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLMX achieves a 9.45% return, which is significantly lower than UGA's 64.09% return.


FLMX

1D
-1.54%
1M
-2.53%
YTD
9.45%
6M
6.90%
1Y
33.21%
3Y*
10.20%
5Y*
12.58%
10Y*

UGA

1D
-1.12%
1M
-12.11%
YTD
64.09%
6M
60.42%
1Y
59.74%
3Y*
18.95%
5Y*
22.69%
10Y*
14.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLMX vs. UGA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FLMX
Franklin FTSE Mexico ETF
9.45%53.62%-28.45%39.35%2.40%19.58%-3.50%12.13%-13.32%-0.96%
UGA
United States Gasoline Fund LP
64.09%-2.00%3.77%1.27%46.34%68.49%-24.88%41.25%-28.07%-1.21%

Correlation

The correlation between FLMX and UGA is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.16

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

0.04

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

0.11

Correlation (All Time)
Calculated using the full available price history since Nov 6, 2017

0.16

The correlation between FLMX and UGA shifts across timeframes, from -0.16 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FLMX vs. UGA — Risk / Return Rank

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

FLMX
FLMX Risk / Return Rank: 4848
Overall Rank
FLMX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FLMX Sortino Ratio Rank: 4747
Sortino Ratio Rank
FLMX Omega Ratio Rank: 4444
Omega Ratio Rank
FLMX Calmar Ratio Rank: 5050
Calmar Ratio Rank
FLMX Martin Ratio Rank: 5050
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 5555
Overall Rank
UGA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 4848
Sortino Ratio Rank
UGA Omega Ratio Rank: 4949
Omega Ratio Rank
UGA Calmar Ratio Rank: 6767
Calmar Ratio Rank
UGA Martin Ratio Rank: 5656
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.

FLMX vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Mexico ETF (FLMX) and United States Gasoline Fund LP (UGA). 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.


FLMXUGADifference
Sharpe ratioReturn per unit of total volatility

-0.18

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.27

1.30

-0.02

Calmar ratioReturn relative to maximum drawdown

2.35

3.17

-0.81

Martin ratioReturn relative to average drawdown

8.16

9.39

-1.23

FLMX vs. UGA - Sharpe Ratio Comparison

The current FLMX Sharpe Ratio is 1.55, which is comparable to the UGA Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of FLMX and UGA, 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

FLMX vs. UGA - Drawdown Comparison

The maximum FLMX drawdown since its inception was -50.05%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for FLMX and UGA.


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Drawdown Indicators


FLMXUGADifference

Max Drawdown

Largest peak-to-trough decline

-50.05%

-86.59%

+36.54%

Max Drawdown (1Y)

Largest decline over 1 year

-14.18%

-18.96%

+4.78%

Max Drawdown (3Y)

Largest decline over 3 years

-31.72%

-26.68%

-5.04%

Max Drawdown (5Y)

Largest decline over 5 years

-31.72%

-38.11%

+6.39%

Max Drawdown (10Y)

Largest decline over 10 years

-75.89%

Current Drawdown

Current decline from peak

-6.97%

-18.05%

+11.08%

Average Drawdown

Average peak-to-trough decline

-12.00%

-36.69%

+24.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.08%

6.43%

-2.35%

Volatility

FLMX vs. UGA - Volatility Comparison

The current volatility for Franklin FTSE Mexico ETF (FLMX) is 6.82%, while United States Gasoline Fund LP (UGA) has a volatility of 9.24%. This indicates that FLMX experiences smaller price fluctuations and is considered to be less risky than UGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLMXUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.82%

9.24%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

18.06%

30.57%

-12.51%

Volatility (1Y)

Calculated over the trailing 1-year period

21.57%

35.22%

-13.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.08%

34.45%

-12.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.67%

37.22%

-12.55%

FLMX vs. UGA - Expense Ratio Comparison

FLMX has a 0.19% expense ratio, which is lower than UGA's 0.75% expense ratio.


Dividends

FLMX vs. UGA - Dividend Comparison

FLMX's dividend yield for the trailing twelve months is around 1.89%, while UGA has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
FLMX
Franklin FTSE Mexico ETF
1.89%3.99%3.31%2.90%4.22%3.15%1.48%2.95%2.51%0.31%
UGA
United States Gasoline Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FLMX and UGA have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UGA has higher volatility (9.24%) compared to FLMX (6.82%). In terms of maximum drawdown, FLMX dropped -50.05% vs UGA's -86.59%.

On 5-year performance, UGA leads with 22.69% vs 12.58% for FLMX. On fees, FLMX is cheaper at 0.19% per year. On volatility, FLMX has been the lower-risk option at 6.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, UGA has performed better with a 22.69% return vs 12.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FLMX is cheaper with a 0.19% expense ratio, compared with 0.75% for UGA.

FLMX has the higher dividend yield at 1.89%, compared with 0.00% for UGA.

FLMX is categorized as Latin America Equities, while UGA is Oil & Gas. FLMX tracks FTSE Mexico RIC Capped Index, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: Franklin Templeton and Concierge Technologies. Their fees differ too: 0.19% for FLMX and 0.75% for UGA.

UGA currently has the higher Sharpe Ratio (1.73 vs 1.55), 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 FLMX and UGA

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

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