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JPYUSD=X vs. BNDW
Performance
Return for Risk
Drawdowns
Volatility

Performance

JPYUSD=X vs. BNDW - Performance Comparison

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

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Returns By Period

In the year-to-date period, JPYUSD=X achieves a -0.51% return, which is significantly lower than BNDW's 0.50% return.


JPYUSD=X

1D
-0.17%
1M
2.72%
6M
-1.07%
YTD
-0.51%
1Y
-6.57%
3Y*
-3.45%
5Y*
-6.97%
10Y*
-4.27%
ALL TIME*
-1.65%

BNDW

1D
0.33%
1M
-0.39%
6M
0.18%
YTD
0.50%
1Y
1.88%
3Y*
4.20%
5Y*
-0.14%
10Y*
ALL TIME*
1.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$6.80M$6.17M$6.89M

JPYUSD=X

JPY/USD
$763.15$670.97$589.12

JPYUSD=X vs. BNDW - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
JPYUSD=X
JPY/USD
-0.51%0.33%-10.26%-7.04%-12.23%-10.24%5.18%0.86%1.72%
BNDW
Vanguard Total World Bond ETF
0.50%5.02%2.42%7.18%-12.88%-2.10%6.22%8.37%1.27%

Correlation

The correlation between JPYUSD=X and BNDW is 0.40, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.40

Correlation (3Y)
Balances recent behavior with more history.

0.46

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.47

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2018

0.45

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Return for Risk

JPYUSD=X vs. BNDW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JPYUSD=X
JPYUSD=X Risk / Return Rank: 1919
Overall Rank
JPYUSD=X Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
JPYUSD=X Sortino Ratio Rank: 1616
Sortino Ratio Rank
JPYUSD=X Omega Ratio Rank: 1616
Omega Ratio Rank
JPYUSD=X Calmar Ratio Rank: 2222
Calmar Ratio Rank
JPYUSD=X Martin Ratio Rank: 2424
Martin Ratio Rank

BNDW
BNDW Risk / Return Rank: 2121
Overall Rank
BNDW Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
BNDW Sortino Ratio Rank: 2020
Sortino Ratio Rank
BNDW Omega Ratio Rank: 2020
Omega Ratio Rank
BNDW Calmar Ratio Rank: 2222
Calmar Ratio Rank
BNDW Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JPYUSD=X vs. BNDW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPY/USD (JPYUSD=X) and Vanguard Total World Bond ETF (BNDW). 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.


JPYUSD=XBNDWDifference
Sharpe ratioReturn per unit of total volatility

-1.29

Sortino ratioReturn per unit of downside risk

-1.88

Omega ratioGain probability vs. loss probability

0.88

1.10

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.50

0.70

-1.20

Martin ratioReturn relative to average drawdown

-0.81

1.68

-2.49

JPYUSD=X vs. BNDW - Sharpe Ratio Comparison

The current JPYUSD=X Sharpe Ratio is -0.73, which is lower than the BNDW Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of JPYUSD=X and BNDW, 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

JPYUSD=X vs. BNDW - Drawdown Comparison

The maximum JPYUSD=X drawdown since its inception was -53.57%, which is greater than BNDW's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for JPYUSD=X and BNDW.


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Drawdown Indicators


JPYUSD=XBNDWDifference

Max Drawdown

Largest peak-to-trough decline

-53.57%

-17.22%

-36.35%

Max Drawdown (1Y)

Largest decline over 1 year

-10.61%

-2.70%

-7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-14.18%

-3.57%

-10.61%

Max Drawdown (5Y)

Largest decline over 5 years

-33.35%

-16.74%

-16.61%

Max Drawdown (10Y)

Largest decline over 10 years

-39.01%

Current Drawdown

Current decline from peak

-51.69%

-1.46%

-50.23%

Average Drawdown

Average peak-to-trough decline

-27.37%

-4.90%

-22.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.93%

1.12%

+3.81%

Volatility

JPYUSD=X vs. BNDW - Volatility Comparison

JPY/USD (JPYUSD=X) has a higher volatility of 2.97% compared to Vanguard Total World Bond ETF (BNDW) at 1.10%. This indicates that JPYUSD=X's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPYUSD=XBNDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.97%

1.10%

+1.87%

Volatility (6M)

Calculated over the trailing 6-month period

5.07%

2.86%

+2.21%

Volatility (1Y)

Calculated over the trailing 1-year period

7.34%

3.37%

+3.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.60%

5.23%

+4.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.65%

4.88%

+3.77%

Frequently Asked Questions


JPYUSD=X and BNDW have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPYUSD=X has higher volatility (2.97%) compared to BNDW (1.10%). In terms of maximum drawdown, JPYUSD=X dropped -53.57% vs BNDW's -17.22%.

BNDW currently has the higher Sharpe Ratio (0.56 vs -0.73), 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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