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MSFO vs. PXD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MSFO and PXD is -0.06. 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.


-0.50.00.51.0-0.1

Performance

MSFO vs. PXD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax MSFT Option Income Strategy ETF (MSFO) and Pioneer Natural Resources Company (PXD). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.55%
0
MSFO
PXD

Key characteristics

Returns By Period


MSFO

YTD

13.82%

1M

3.26%

6M

-2.46%

1Y

15.10%

5Y*

N/A

10Y*

N/A

PXD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

MSFO vs. PXD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax MSFT Option Income Strategy ETF (MSFO) and Pioneer Natural Resources Company (PXD). 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.


Sharpe ratio
The chart of Sharpe ratio for MSFO, currently valued at 0.98, compared to the broader market0.002.004.000.981.89
The chart of Sortino ratio for MSFO, currently valued at 1.32, compared to the broader market-2.000.002.004.006.008.0010.001.322.92
The chart of Omega ratio for MSFO, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.001.191.61
The chart of Calmar ratio for MSFO, currently valued at 1.19, compared to the broader market0.005.0010.0015.001.191.43
The chart of Martin ratio for MSFO, currently valued at 3.05, compared to the broader market0.0020.0040.0060.0080.00100.003.058.98
MSFO
PXD


Rolling 12-month Sharpe Ratio1.001.502.00SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15
0.98
1.89
MSFO
PXD

Dividends

MSFO vs. PXD - Dividend Comparison

MSFO's dividend yield for the trailing twelve months is around 34.10%, while PXD has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
MSFO
YieldMax MSFT Option Income Strategy ETF
34.10%6.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PXD
Pioneer Natural Resources Company
0.95%6.21%11.14%3.76%1.93%0.79%0.24%0.04%0.04%0.05%0.05%0.04%

Drawdowns

MSFO vs. PXD - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.87%
-2.14%
MSFO
PXD

Volatility

MSFO vs. PXD - Volatility Comparison

YieldMax MSFT Option Income Strategy ETF (MSFO) has a higher volatility of 3.94% compared to Pioneer Natural Resources Company (PXD) at 0.00%. This indicates that MSFO's price experiences larger fluctuations and is considered to be riskier than PXD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.94%
0
MSFO
PXD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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