LVMUY vs. USD
LVMUY (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) is a stock, while USD (ProShares Ultra Semiconductors) is Leveraged Equities fund tracking the Dow Jones U.S. Semiconductors Index (200%). Over the past 10 years, LVMUY returned 15.29%/yr vs 61.24%/yr for USD. At a 0.41 correlation, their price movements are largely independent.
Performance
LVMUY vs. USD - Performance Comparison
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Returns By Period
In the year-to-date period, LVMUY achieves a -25.39% return, which is significantly lower than USD's 103.32% return. Over the past 10 years, LVMUY has underperformed USD with an annualized return of 15.29%, while USD has yielded a comparatively higher 61.24% annualized return.
LVMUY
- 1D
- 3.71%
- 1M
- 5.49%
- YTD
- -25.39%
- 6M
- -23.72%
- 1Y
- 4.23%
- 3Y*
- -12.16%
- 5Y*
- -5.10%
- 10Y*
- 15.29%
USD
- 1D
- -4.99%
- 1M
- 31.62%
- YTD
- 103.32%
- 6M
- 97.79%
- 1Y
- 250.81%
- 3Y*
- 125.78%
- 5Y*
- 67.80%
- 10Y*
- 61.24%
LVMUY vs. USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -25.39% | 18.11% | -18.01% | 13.89% | -10.84% | 34.13% | 36.97% | 62.30% | 1.61% | 59.50% |
USD ProShares Ultra Semiconductors | 103.32% | 62.08% | 139.64% | 228.79% | -68.57% | 104.27% | 68.16% | 110.37% | -26.88% | 81.72% |
Correlation
The correlation between LVMUY and USD is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.41 |
Over the past year, the correlation between LVMUY and USD has dropped to 0.21 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
LVMUY vs. USD — Risk / Return Rank
LVMUY
USD
LVMUY vs. USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and ProShares Ultra Semiconductors (USD). 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.
| LVMUY | USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.99 | ||
| Sortino ratioReturn per unit of downside risk | -3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.48 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 7.94 | -7.81 |
| Martin ratioReturn relative to average drawdown | 0.28 | 22.96 | -22.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LVMUY | USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 4.12 | -3.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.89 | -1.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.89 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.49 | -0.28 |
Drawdowns
LVMUY vs. USD - Drawdown Comparison
The maximum LVMUY drawdown since its inception was -80.82%, smaller than the maximum USD drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for LVMUY and USD.
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Drawdown Indicators
| LVMUY | USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.82% | -88.63% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -31.47% | -31.80% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -46.56% | -64.46% | +17.90% |
Max Drawdown (5Y)Largest decline over 5 years | -46.56% | -77.85% | +31.29% |
Max Drawdown (10Y)Largest decline over 10 years | -46.56% | -77.85% | +31.29% |
Current DrawdownCurrent decline from peak | -40.73% | -6.07% | -34.66% |
Average DrawdownAverage peak-to-trough decline | -20.59% | -32.35% | +11.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.17% | 10.98% | +4.19% |
Volatility
LVMUY vs. USD - Volatility Comparison
The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) is 11.02%, while ProShares Ultra Semiconductors (USD) has a volatility of 21.29%. This indicates that LVMUY experiences smaller price fluctuations and is considered to be less risky than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVMUY | USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.02% | 21.29% | -10.27% |
Volatility (6M)Calculated over the trailing 6-month period | 22.55% | 46.74% | -24.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.24% | 61.28% | -29.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.49% | 76.56% | -44.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 69.24% | -38.29% |
Dividends
LVMUY vs. USD - Dividend Comparison
LVMUY's dividend yield for the trailing twelve months is around 2.72%, more than USD's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.72% | 1.92% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 2.67% | 4.16% | 12.95% |
USD ProShares Ultra Semiconductors | 0.23% | 0.39% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 0.46% | 0.39% |
Frequently Asked Questions
LVMUY and USD have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USD has higher volatility (21.29%) compared to LVMUY (11.02%). In terms of maximum drawdown, LVMUY dropped -80.82% vs USD's -88.63%.
USD currently has the higher Sharpe Ratio (4.12 vs 0.13), 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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