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MTRX vs. AIPO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MTRX vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matrix Service Company (MTRX) and Defiance AI & Power Infrastructure ETF (AIPO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MTRX achieves a -0.85% return, which is significantly lower than AIPO's 29.43% return.


MTRX

1D
1.93%
1M
-7.42%
6M
-18.99%
YTD
-0.85%
1Y
-18.65%
3Y*
22.05%
5Y*
1.23%
10Y*
-3.33%
ALL TIME*
0.12%

AIPO

1D
0.63%
1M
-7.73%
6M
16.62%
YTD
29.43%
1Y
42.03%
3Y*
5Y*
10Y*
ALL TIME*
40.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$40.86M$38.41M$47.30M
$2.21M$2.36M$3.29M

MTRX vs. AIPO - Yearly Performance Comparison


2026 (YTD)2025
MTRX
Matrix Service Company
-0.85%-22.16%
AIPO
Defiance AI & Power Infrastructure ETF
29.43%9.46%

Correlation

The correlation between MTRX and AIPO is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.55

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2025

0.54

The correlation between MTRX and AIPO has been stable across timeframes, ranging from 0.54 to 0.55 - a consistent structural relationship.

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Return for Risk

MTRX vs. AIPO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MTRX
MTRX Risk / Return Rank: 2121
Overall Rank
MTRX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MTRX Sortino Ratio Rank: 2424
Sortino Ratio Rank
MTRX Omega Ratio Rank: 2222
Omega Ratio Rank
MTRX Calmar Ratio Rank: 1818
Calmar Ratio Rank
MTRX Martin Ratio Rank: 1616
Martin Ratio Rank

AIPO
AIPO Risk / Return Rank: 4343
Overall Rank
AIPO Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
AIPO Sortino Ratio Rank: 4242
Sortino Ratio Rank
AIPO Omega Ratio Rank: 4141
Omega Ratio Rank
AIPO Calmar Ratio Rank: 4545
Calmar Ratio Rank
AIPO Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MTRX vs. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Matrix Service Company (MTRX) and Defiance AI & Power Infrastructure ETF (AIPO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MTRXAIPODifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-1.91

Omega ratioGain probability vs. loss probability

0.94

1.19

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.68

1.61

-2.29

Martin ratioReturn relative to average drawdown

-1.17

5.40

-6.56

MTRX vs. AIPO - Sharpe Ratio Comparison

The current MTRX Sharpe Ratio is -0.50, which is lower than the AIPO Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of MTRX and AIPO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MTRX vs. AIPO - Drawdown Comparison

The maximum MTRX drawdown since its inception was -90.70%, which is greater than AIPO's maximum drawdown of -24.36%. Use the drawdown chart below to compare losses from any high point for MTRX and AIPO.


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Drawdown Indicators


MTRXAIPODifference

Max Drawdown

Largest peak-to-trough decline

-90.70%

-24.36%

-66.34%

Max Drawdown (1Y)

Largest decline over 1 year

-35.71%

-24.36%

-11.35%

Max Drawdown (3Y)

Largest decline over 3 years

-36.03%

Max Drawdown (5Y)

Largest decline over 5 years

-70.02%

Max Drawdown (10Y)

Largest decline over 10 years

-86.56%

Current Drawdown

Current decline from peak

-68.83%

-17.66%

-51.17%

Average Drawdown

Average peak-to-trough decline

-60.01%

-5.28%

-54.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.66%

7.27%

+13.39%

Volatility

MTRX vs. AIPO - Volatility Comparison

The current volatility for Matrix Service Company (MTRX) is 13.67%, while Defiance AI & Power Infrastructure ETF (AIPO) has a volatility of 14.51%. This indicates that MTRX experiences smaller price fluctuations and is considered to be less risky than AIPO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MTRXAIPODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.67%

14.51%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

34.87%

29.84%

+5.03%

Volatility (1Y)

Calculated over the trailing 1-year period

48.53%

37.46%

+11.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.22%

37.20%

+17.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.38%

37.20%

+18.18%

Dividends

MTRX vs. AIPO - Dividend Comparison

MTRX has not paid dividends to shareholders, while AIPO's dividend yield for the trailing twelve months is around 0.01%.


PositionTTM2025
AIPO
Defiance AI & Power Infrastructure ETF
0.01%0.01%
MTRX
Matrix Service Company
0.00%0.00%

Frequently Asked Questions


MTRX and AIPO have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AIPO has higher volatility (14.51%) compared to MTRX (13.67%). In terms of maximum drawdown, MTRX dropped -90.70% vs AIPO's -24.36%.

AIPO currently has the higher Sharpe Ratio (1.05 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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