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IONS vs. RKLB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IONS vs. RKLB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ionis Pharmaceuticals, Inc. (IONS) and Rocket Lab USA, Inc. (RKLB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IONS achieves a -7.76% return, which is significantly lower than RKLB's 76.78% return.


IONS

1D
-3.20%
1M
-3.07%
YTD
-7.76%
6M
-10.26%
1Y
113.93%
3Y*
20.46%
5Y*
16.01%
10Y*
12.26%

RKLB

1D
0.76%
1M
56.48%
YTD
76.78%
6M
194.32%
1Y
363.61%
3Y*
193.05%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IONS vs. RKLB - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IONS
Ionis Pharmaceuticals, Inc.
-7.76%126.29%-30.90%33.94%24.12%-23.89%
RKLB
Rocket Lab USA, Inc.
76.78%173.89%360.58%46.68%-69.30%6.14%

Correlation

The correlation between IONS and RKLB is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.22

Correlation (All Time)
Calculated using the full available price history since Aug 25, 2021

0.24

Fundamentals

Market Cap

IONS:

$12.03B

RKLB:

$74.66B

EPS

IONS:

-$1.95

RKLB:

-$0.33

PS Ratio

IONS:

11.55

RKLB:

100.79

PB Ratio

IONS:

24.48

RKLB:

32.97

Total Revenue (TTM)

IONS:

$1.06B

RKLB:

$679.58M

Gross Profit (TTM)

IONS:

$1.04B

RKLB:

$248.43M

EBITDA (TTM)

IONS:

$4.54B

RKLB:

-$177.36M

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Return for Risk

IONS vs. RKLB — Risk / Return Rank

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

IONS
IONS Risk / Return Rank: 9393
Overall Rank
IONS Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
IONS Sortino Ratio Rank: 9696
Sortino Ratio Rank
IONS Omega Ratio Rank: 9494
Omega Ratio Rank
IONS Calmar Ratio Rank: 9393
Calmar Ratio Rank
IONS Martin Ratio Rank: 9393
Martin Ratio Rank

RKLB
RKLB Risk / Return Rank: 9494
Overall Rank
RKLB Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RKLB Sortino Ratio Rank: 9292
Sortino Ratio Rank
RKLB Omega Ratio Rank: 9090
Omega Ratio Rank
RKLB Calmar Ratio Rank: 9696
Calmar Ratio Rank
RKLB Martin Ratio Rank: 9595
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.

IONS vs. RKLB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ionis Pharmaceuticals, Inc. (IONS) and Rocket Lab USA, Inc. (RKLB). 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.


IONSRKLBDifference

Sharpe ratio

Return per unit of total volatility

2.45

4.00

-1.55

Sortino ratio

Return per unit of downside risk

4.42

3.53

+0.89

Omega ratio

Gain probability vs. loss probability

1.53

1.43

+0.10

Calmar ratio

Return relative to maximum drawdown

6.06

8.38

-2.32

Martin ratio

Return relative to average drawdown

15.62

19.76

-4.15

IONS vs. RKLB - Sharpe Ratio Comparison

The current IONS Sharpe Ratio is 2.45, which is lower than the RKLB Sharpe Ratio of 4.00. The chart below compares the historical Sharpe Ratios of IONS and RKLB, 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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Sharpe Ratios by Period


IONSRKLBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.45

4.00

-1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.79

-0.69

Drawdowns

IONS vs. RKLB - Drawdown Comparison

The maximum IONS drawdown since its inception was -91.42%, which is greater than RKLB's maximum drawdown of -82.96%. Use the drawdown chart below to compare losses from any high point for IONS and RKLB.


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Drawdown Indicators


IONSRKLBDifference

Max Drawdown

Largest peak-to-trough decline

-91.42%

-82.96%

-8.46%

Max Drawdown (1Y)

Largest decline over 1 year

-19.45%

-43.01%

+23.56%

Max Drawdown (3Y)

Largest decline over 3 years

-52.36%

-55.49%

+3.13%

Max Drawdown (5Y)

Largest decline over 5 years

-52.36%

Max Drawdown (10Y)

Largest decline over 10 years

-70.39%

Current Drawdown

Current decline from peak

-15.64%

-17.91%

+2.27%

Average Drawdown

Average peak-to-trough decline

-52.40%

-51.50%

-0.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.54%

18.23%

-10.69%

Volatility

IONS vs. RKLB - Volatility Comparison

The current volatility for Ionis Pharmaceuticals, Inc. (IONS) is 7.21%, while Rocket Lab USA, Inc. (RKLB) has a volatility of 40.94%. This indicates that IONS experiences smaller price fluctuations and is considered to be less risky than RKLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IONSRKLBDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.21%

40.94%

-33.73%

Volatility (6M)

Calculated over the trailing 6-month period

20.08%

72.09%

-52.01%

Volatility (1Y)

Calculated over the trailing 1-year period

46.81%

91.71%

-44.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.28%

81.41%

-39.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.39%

81.41%

-35.02%

Dividends

IONS vs. RKLB - Dividend Comparison

Neither IONS nor RKLB has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

IONS vs. RKLB - Financials Comparison

This section allows you to compare key financial metrics between Ionis Pharmaceuticals, Inc. and Rocket Lab USA, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M20222023202420252026
246.09M
200.35M
(IONS) Total Revenue
(RKLB) Total Revenue
Values in USD except per share items

IONS vs. RKLB - Profitability Comparison

The chart below illustrates the profitability comparison between Ionis Pharmaceuticals, Inc. and Rocket Lab USA, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
98.8%
38.2%
Portfolio components
IONS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ionis Pharmaceuticals, Inc. reported a gross profit of 243.11M and revenue of 246.09M. Therefore, the gross margin over that period was 98.8%.

RKLB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported a gross profit of 76.49M and revenue of 200.35M. Therefore, the gross margin over that period was 38.2%.

IONS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ionis Pharmaceuticals, Inc. reported an operating income of -117.42M and revenue of 246.09M, resulting in an operating margin of -47.7%.

RKLB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported an operating income of -55.97M and revenue of 200.35M, resulting in an operating margin of -27.9%.

IONS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ionis Pharmaceuticals, Inc. reported a net income of -92.53M and revenue of 246.09M, resulting in a net margin of -37.6%.

RKLB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported a net income of -45.02M and revenue of 200.35M, resulting in a net margin of -22.5%.


Frequently Asked Questions


IONS and RKLB 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.

RKLB has higher volatility (40.94%) compared to IONS (7.21%). In terms of maximum drawdown, IONS dropped -91.42% vs RKLB's -82.96%.

RKLB currently has the higher Sharpe Ratio (4.00 vs 2.45), 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.

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