MTDR vs. SOXX

In the year-to-date period, MTDR achieves a -26.56% return, which is significantly lower than SOXX's -14.13% return. Over the past 10 years, MTDR has underperformed SOXX with an annualized return of 4.58%, while SOXX has yielded a comparatively higher 20.74% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Matador Resources Company (MTDR) and iShares PHLX Semiconductor ETF (SOXX). 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 -0.79, which is lower than the SOXX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of MTDR and SOXX, 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 2.34%, more than SOXX's 0.80% yield.

The maximum MTDR drawdown since its inception was -96.50%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for MTDR and SOXX. For additional features, visit the drawdowns tool.

Matador Resources Company (MTDR) has a higher volatility of 30.53% compared to iShares PHLX Semiconductor ETF (SOXX) at 25.98%. This indicates that MTDR's price experiences larger fluctuations and is considered to be riskier than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.