MATX vs. MLPX
MATX (Matson, Inc.) is a stock, while MLPX (Global X MLP & Energy Infrastructure ETF) is Infrastructure Equities fund tracking the Solactive MLP & Energy Infrastructure Index. Over the past 10 years, MATX returned 20.47%/yr vs 12.35%/yr for MLPX. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
MATX vs. MLPX - Performance Comparison
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Returns By Period
In the year-to-date period, MATX achieves a 64.66% return, which is significantly higher than MLPX's 26.75% return. Over the past 10 years, MATX has outperformed MLPX with an annualized return of 20.47%, while MLPX has yielded a comparatively lower 12.35% annualized return.
MATX
- 1D
- -0.52%
- 1M
- -0.46%
- 6M
- 26.91%
- YTD
- 64.66%
- 1Y
- 89.41%
- 3Y*
- 30.66%
- 5Y*
- 26.37%
- 10Y*
- 20.47%
- ALL TIME*
- 10.52%
MLPX
- 1D
- 0.31%
- 1M
- 2.91%
- 6M
- 17.40%
- YTD
- 26.75%
- 1Y
- 26.87%
- 3Y*
- 26.63%
- 5Y*
- 22.92%
- 10Y*
- 12.35%
- ALL TIME*
- 9.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MATX Matson, Inc. | $60.53M | $65.75M | $56.66M |
| $36.85M | $35.99M | $31.05M |
MATX vs. MLPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 64.66% | -7.21% | 24.30% | 78.20% | -29.53% | 60.35% | 43.05% | 30.32% | 9.78% | -13.51% |
MLPX Global X MLP & Energy Infrastructure ETF | 26.75% | 4.96% | 42.90% | 15.77% | 21.54% | 39.63% | -20.32% | 19.04% | -15.64% | -4.53% |
Correlation
The correlation between MATX and MLPX is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2013 | 0.37 |
Over the past year, the correlation between MATX and MLPX has dropped to 0.07 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
MATX vs. MLPX — Risk / Return Rank
MATX
MLPX
MATX vs. MLPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matson, Inc. (MATX) and Global X MLP & Energy Infrastructure ETF (MLPX). 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.
| MATX | MLPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.29 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 4.12 | 3.27 | +0.85 |
| Martin ratioReturn relative to average drawdown | 13.52 | 7.63 | +5.89 |
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Drawdowns
MATX vs. MLPX - Drawdown Comparison
The maximum MATX drawdown since its inception was -71.40%, roughly equal to the maximum MLPX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for MATX and MLPX.
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Drawdown Indicators
| MATX | MLPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.40% | -70.67% | -0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -22.40% | -8.18% | -14.22% |
Max Drawdown (3Y)Largest decline over 3 years | -46.90% | -16.77% | -30.13% |
Max Drawdown (5Y)Largest decline over 5 years | -53.63% | -19.72% | -33.91% |
Max Drawdown (10Y)Largest decline over 10 years | -53.63% | -64.70% | +11.07% |
Current DrawdownCurrent decline from peak | -9.38% | -3.27% | -6.11% |
Average DrawdownAverage peak-to-trough decline | -31.11% | -16.47% | -14.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.81% | 3.49% | +3.32% |
Volatility
MATX vs. MLPX - Volatility Comparison
Matson, Inc. (MATX) has a higher volatility of 9.82% compared to Global X MLP & Energy Infrastructure ETF (MLPX) at 5.46%. This indicates that MATX's price experiences larger fluctuations and is considered to be riskier than MLPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MATX | MLPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.82% | 5.46% | +4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 23.80% | 12.52% | +11.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.56% | 15.68% | +20.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.71% | 19.90% | +19.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.22% | 26.14% | +16.08% |
Dividends
MATX vs. MLPX - Dividend Comparison
MATX's dividend yield for the trailing twelve months is around 0.71%, less than MLPX's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 0.71% | 1.13% | 0.98% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% |
MLPX Global X MLP & Energy Infrastructure ETF | 4.05% | 4.88% | 4.30% | 5.22% | 5.23% | 5.98% | 8.32% | 5.78% | 5.77% | 4.36% | 5.50% | 4.81% |
Frequently Asked Questions
MATX and MLPX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MATX has higher volatility (9.82%) compared to MLPX (5.46%). In terms of maximum drawdown, MATX dropped -71.40% vs MLPX's -70.67%.
MATX currently has the higher Sharpe Ratio (2.52 vs 1.71), 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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