MTDR vs. JEPI

In the year-to-date period, MTDR achieves a -19.77% return, which is significantly lower than JEPI's 0.44% return.

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This table presents a comparison of risk-adjusted performance metrics for Matador Resources Company (MTDR) and JPMorgan Equity Premium Income ETF (JEPI). 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 MTDR Sharpe Ratio is -0.57, which is lower than the JEPI Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of MTDR and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTDR's dividend yield for the trailing twelve months is around 2.42%, less than JEPI's 7.99% yield.

The maximum MTDR drawdown since its inception was -96.50%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for MTDR and JEPI. For additional features, visit the drawdowns tool.

Matador Resources Company (MTDR) has a higher volatility of 12.48% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.62%. This indicates that MTDR's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.