PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
KF vs. SVR.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

KF vs. SVR.TO

Last updated Jul 1, 2026
See Documentation

KF (The Korea Fund Inc) and SVR.TO (iShares Silver Bullion ETF) are both funds - KF is a Emerging Markets Equities fund managed by Allianz Global Investors, while SVR.TO is a Silver fund tracking the LBMA Silver Price. Over the past 10 years, KF returned 16.77%/yr vs 8.82%/yr for SVR.TO. At a 0.24 correlation, their price movements are largely independent. KF charges 0.01%/yr vs 0.66%/yr for SVR.TO.

Performance

KF vs. SVR.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Korea Fund Inc (KF) and iShares Silver Bullion ETF (SVR.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

KF is traded in USD, while SVR.TO is traded in CAD. To make them comparable, the SVR.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, KF achieves a 107.08% return, which is significantly higher than SVR.TO's -21.46% return. Over the past 10 years, KF has outperformed SVR.TO with an annualized return of 16.77%, while SVR.TO has yielded a comparatively lower 8.82% annualized return.

KF

1D
3.30%
1M
0.68%
YTD
107.08%
6M
104.71%
1Y
182.72%
3Y*
49.92%
5Y*
20.00%
10Y*
16.77%

SVR.TO

1D
1.44%
1M
-24.99%
YTD
-21.46%
6M
-26.42%
1Y
51.15%
3Y*
31.10%
5Y*
12.13%
10Y*
8.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KF vs. SVR.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
KF
The Korea Fund Inc		107.08%99.36%-19.29%12.34%-30.02%8.44%37.14%6.83%-19.26%42.50%
SVR.TO
iShares Silver Bullion ETF		-21.46%152.07%9.45%1.48%-5.88%-12.98%46.44%17.62%-16.52%11.98%

Correlation

The correlation between KF and SVR.TO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.32

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

0.31

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

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2009

0.24

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The Korea Fund Inc

iShares Silver Bullion ETF

Often compared with KF:
KF vs. EWYKF vs. IIFKF vs. IFNKF vs. EADKF vs. FEDDXKF vs. PZIEXKF vs. FEDIX
Often compared with SVR.TO:
SVR.TO vs. SLVSVR.TO vs. PSLV.TOSVR.TO vs. PSLVSVR.TO vs. SBT.TOSVR.TO vs. SVR-C.TOSVR.TO vs. CGL.TOSVR.TO vs. MNS.TO

Return for Risk

KF vs. SVR.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KF
KF Risk / Return Rank: 9595
Overall Rank
KF Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
KF Sortino Ratio Rank: 8989
Sortino Ratio Rank
KF Omega Ratio Rank: 9090
Omega Ratio Rank
KF Calmar Ratio Rank: 9898
Calmar Ratio Rank
KF Martin Ratio Rank: 9898
Martin Ratio Rank
SVR.TO
SVR.TO Risk / Return Rank: 2828
Overall Rank
SVR.TO Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
SVR.TO Sortino Ratio Rank: 2727
Sortino Ratio Rank
SVR.TO Omega Ratio Rank: 3636
Omega Ratio Rank
SVR.TO Calmar Ratio Rank: 2525
Calmar Ratio Rank
SVR.TO Martin Ratio Rank: 2222
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.

KF vs. SVR.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Korea Fund Inc (KF) and iShares Silver Bullion ETF (SVR.TO). 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.

KFSVR.TODifference
Sharpe ratioReturn per unit of total volatility
3.98
0.85

+3.13

Sortino ratioReturn per unit of downside risk
3.81
1.31

+2.51

Omega ratioGain probability vs. loss probability

1.58

1.20

+0.38

Calmar ratioReturn relative to maximum drawdown

7.23

0.95

+6.29

Martin ratioReturn relative to average drawdown

25.50

2.14

+23.36

KF vs. SVR.TO - Sharpe Ratio Comparison

The current KF Sharpe Ratio is 3.98, which is higher than the SVR.TO Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of KF and SVR.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

KF vs. SVR.TO - Drawdown Comparison

The maximum KF drawdown since its inception was -85.25%, roughly equal to the maximum SVR.TO drawdown of -85.22%. Use the drawdown chart below to compare losses from any high point for KF and SVR.TO.

Loading charts...

Drawdown Indicators

KFSVR.TODifference

Max Drawdown

Largest peak-to-trough decline

-85.25%

-85.22%

-0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-25.42%

-54.20%

+28.78%

Max Drawdown (3Y)

Largest decline over 3 years

-28.04%

-54.20%

+26.16%

Max Drawdown (5Y)

Largest decline over 5 years

-47.02%

-54.20%

+7.18%

Max Drawdown (10Y)

Largest decline over 10 years

-52.91%

-54.20%

+1.29%

Current Drawdown

Current decline from peak

-6.05%

-52.24%

+46.19%

Average Drawdown

Average peak-to-trough decline

-37.83%

-59.57%

+21.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.20%

23.98%

-16.78%

Volatility

KF vs. SVR.TO - Volatility Comparison

The Korea Fund Inc (KF) has a higher volatility of 25.49% compared to iShares Silver Bullion ETF (SVR.TO) at 16.52%. This indicates that KF's price experiences larger fluctuations and is considered to be riskier than SVR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

KFSVR.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

25.49%

16.52%

+8.97%

Volatility (6M)

Calculated over the trailing 6-month period

43.03%

57.96%

-14.93%

Volatility (1Y)

Calculated over the trailing 1-year period

46.24%

60.36%

-14.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.37%

37.53%

-8.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.87%

33.40%

-6.53%

KF vs. SVR.TO - Expense Ratio Comparison

KF has a 0.02% expense ratio, which is lower than SVR.TO's 0.66% expense ratio.

Dividends

KF vs. SVR.TO - Dividend Comparison

KF's dividend yield for the trailing twelve months is around 0.58%, while SVR.TO has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
KF
The Korea Fund Inc		0.58%1.20%2.46%0.00%15.93%26.50%1.30%0.24%18.67%9.75%1.03%13.66%
SVR.TO
iShares Silver Bullion ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

KF and SVR.TO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for KF and SVR.TO

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

Open Portfolio Optimizer