MATX vs. NEAR

Last updated Apr 1, 2026

Compare and contrast key facts about Matson, Inc. (MATX) and iShares Short Duration Bond Active ETF (NEAR).

NEAR is an actively managed fund by iShares. It was launched on Sep 25, 2013.

Performance

MATX vs. NEAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matson, Inc. (MATX) and iShares Short Duration Bond Active ETF (NEAR). The values are adjusted to include any dividend payments, if applicable.

MATX vs. NEAR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MATX Matson, Inc.	32.99%	-7.21%	24.30%	78.20%	-29.53%	60.35%	43.05%	30.32%	9.78%	-13.51%
NEAR iShares Short Duration Bond Active ETF	0.16%	5.90%	5.09%	7.42%	0.41%	0.32%	1.39%	3.55%	1.71%	1.41%

Returns By Period

In the year-to-date period, MATX achieves a 32.99% return, which is significantly higher than NEAR's 0.16% return. Over the past 10 years, MATX has outperformed NEAR with an annualized return of 17.36%, while NEAR has yielded a comparatively lower 2.83% annualized return.

MATX

• 1D: 4.18%
• 1M: -1.32%
• YTD: 32.99%
• 6M: 67.20%
• 1Y: 29.49%
• 3Y*: 41.79%
• 5Y*: 21.10%
• 10Y*: 17.36%

NEAR

• 1D: 0.19%
• 1M: -0.66%
• YTD: 0.16%
• 6M: 1.39%
• 1Y: 4.52%
• 3Y*: 5.75%
• 5Y*: 3.77%
• 10Y*: 2.83%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MATX vs. NEAR — Risk / Return Rank

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

MATX

MATX Risk / Return Rank: 62
MATX Sharpe Ratio Rank: 65
MATX Sortino Ratio Rank: 61
MATX Omega Ratio Rank: 62
MATX Calmar Ratio Rank: 63
MATX Martin Ratio Rank: 60

NEAR

NEAR Risk / Return Rank: 96
NEAR Sharpe Ratio Rank: 96
NEAR Sortino Ratio Rank: 97
NEAR Omega Ratio Rank: 97
NEAR Calmar Ratio Rank: 95
NEAR Martin Ratio Rank: 95

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.

MATX vs. NEAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Matson, Inc. (MATX) and iShares Short Duration Bond Active ETF (NEAR). 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.

	MATX	NEAR	Difference
Sharpe ratio Return per unit of total volatility	0.64	2.41	-1.77
Sortino ratio Return per unit of downside risk	1.19	3.59	-2.40
Omega ratio Gain probability vs. loss probability	1.17	1.56	-0.39
Calmar ratio Return relative to maximum drawdown	0.93	3.92	-2.99
Martin ratio Return relative to average drawdown	1.84	15.25	-13.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MATX vs. NEAR - Sharpe Ratio Comparison

The current MATX Sharpe Ratio is 0.64, which is lower than the NEAR Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of MATX and NEAR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MATX	NEAR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.64	2.41	-1.77
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	2.88	-2.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.41	1.14	-0.73
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	1.08	-0.83

Correlation

The correlation between MATX and NEAR is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

MATX vs. NEAR - Dividend Comparison

MATX's dividend yield for the trailing twelve months is around 0.87%, less than NEAR's 4.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MATX Matson, Inc.	0.87%	1.13%	0.98%	1.15%	1.95%	1.18%	1.58%	2.11%	2.56%	2.61%	2.09%	1.64%
NEAR iShares Short Duration Bond Active ETF	4.51%	4.54%	5.00%	4.59%	1.78%	0.76%	1.53%	2.69%	2.25%	1.52%	1.07%	0.85%

Drawdowns

MATX vs. NEAR - Drawdown Comparison

The maximum MATX drawdown since its inception was -71.40%, which is greater than NEAR's maximum drawdown of -9.61%. Use the drawdown chart below to compare losses from any high point for MATX and NEAR.

Drawdown Indicators

	MATX	NEAR	Difference
Max Drawdown Largest peak-to-trough decline	-71.40%	-9.61%	-61.79%
Max Drawdown (1Y) Largest decline over 1 year	-32.95%	-1.16%	-31.79%
Max Drawdown (5Y) Largest decline over 5 years	-53.63%	-1.32%	-52.31%
Max Drawdown (10Y) Largest decline over 10 years	-53.63%	-9.61%	-44.02%
Current Drawdown Current decline from peak	-4.26%	-0.66%	-3.60%
Average Drawdown Average peak-to-trough decline	-33.43%	-0.16%	-33.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.68%	0.30%	+16.38%

Volatility

MATX vs. NEAR - Volatility Comparison

Matson, Inc. (MATX) has a higher volatility of 11.07% compared to iShares Short Duration Bond Active ETF (NEAR) at 0.62%. This indicates that MATX's price experiences larger fluctuations and is considered to be riskier than NEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MATX	NEAR	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.07%	0.62%	+10.45%
Volatility (6M) Calculated over the trailing 6-month period	27.25%	0.93%	+26.32%
Volatility (1Y) Calculated over the trailing 1-year period	46.20%	1.88%	+44.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.71%	1.32%	+38.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.32%	2.49%	+39.83%