MATX vs. NEAR

In the year-to-date period, MATX achieves a -23.86% return, which is significantly lower than NEAR's 0.95% return. Over the past 10 years, MATX has outperformed NEAR with an annualized return of 11.54%, while NEAR has yielded a comparatively lower 2.38% annualized return.

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

The current MATX Sharpe Ratio is -0.14, which is lower than the NEAR Sharpe Ratio of 3.09. 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.

MATX's dividend yield for the trailing twelve months is around 1.31%, less than NEAR's 4.95% yield.

The maximum MATX drawdown since its inception was -70.57%, which is greater than NEAR's maximum drawdown of -9.60%. Use the drawdown chart below to compare losses from any high point for MATX and NEAR. For additional features, visit the drawdowns tool.

Matson, Inc. (MATX) has a higher volatility of 17.61% compared to iShares Short Maturity Bond ETF (NEAR) at 1.20%. 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.