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NAGE vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NAGE vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Niagen Bioscience, Inc (NAGE) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NAGE achieves a -44.97% return, which is significantly lower than SGOV's 1.52% return.


NAGE

1D
1.74%
1M
-27.39%
YTD
-44.97%
6M
-47.76%
1Y
-70.12%
3Y*
30.91%
5Y*
-17.10%
10Y*
-4.42%

SGOV

1D
0.01%
1M
0.29%
YTD
1.52%
6M
1.79%
1Y
3.95%
3Y*
4.72%
5Y*
3.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NAGE vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
NAGE
Niagen Bioscience, Inc
-44.97%19.89%270.98%-14.88%-55.08%-22.08%0.63%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.52%4.24%5.27%5.12%1.58%0.04%0.05%

Correlation

The correlation between NAGE and SGOV is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (3Y)
Calculated over the trailing 3-year period

-0.07

Correlation (5Y)
Calculated over the trailing 5-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since May 29, 2020

-0.02

The correlation between NAGE and SGOV shifts across timeframes, from -0.14 (1 year) to -0.02 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

NAGE vs. SGOV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NAGE
NAGE Risk / Return Rank: 44
Overall Rank
NAGE Sharpe Ratio Rank: 11
Sharpe Ratio Rank
NAGE Sortino Ratio Rank: 11
Sortino Ratio Rank
NAGE Omega Ratio Rank: 22
Omega Ratio Rank
NAGE Calmar Ratio Rank: 55
Calmar Ratio Rank
NAGE Martin Ratio Rank: 1010
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NAGE vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Niagen Bioscience, Inc (NAGE) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


NAGESGOVDifference
Sharpe ratioReturn per unit of total volatility

-21.62

Sortino ratioReturn per unit of downside risk

-278.17

Omega ratioGain probability vs. loss probability

0.70

195.55

-194.85

Calmar ratioReturn relative to maximum drawdown

-0.92

398.20

-399.12

Martin ratioReturn relative to average drawdown

-1.34

4,462.00

-4,463.34

NAGE vs. SGOV - Sharpe Ratio Comparison

The current NAGE Sharpe Ratio is -1.34, which is lower than the SGOV Sharpe Ratio of 20.28. The chart below compares the historical Sharpe Ratios of NAGE and SGOV, 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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Sharpe Ratios by Period


NAGESGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.34

20.28

-21.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

14.74

-14.96

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

12.49

-12.52

Drawdowns

NAGE vs. SGOV - Drawdown Comparison

The maximum NAGE drawdown since its inception was -97.00%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for NAGE and SGOV.


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Drawdown Indicators


NAGESGOVDifference

Max Drawdown

Largest peak-to-trough decline

-97.00%

-0.03%

-96.97%

Max Drawdown (1Y)

Largest decline over 1 year

-76.13%

-0.01%

-76.12%

Max Drawdown (3Y)

Largest decline over 3 years

-76.13%

-0.01%

-76.12%

Max Drawdown (5Y)

Largest decline over 5 years

-88.71%

-0.03%

-88.68%

Max Drawdown (10Y)

Largest decline over 10 years

-93.65%

Current Drawdown

Current decline from peak

-81.32%

0.00%

-81.32%

Average Drawdown

Average peak-to-trough decline

-75.72%

-0.00%

-75.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.47%

0.00%

+52.47%

Volatility

NAGE vs. SGOV - Volatility Comparison

Niagen Bioscience, Inc (NAGE) has a higher volatility of 20.94% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that NAGE's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NAGESGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.94%

0.05%

+20.89%

Volatility (6M)

Calculated over the trailing 6-month period

34.39%

0.13%

+34.26%

Volatility (1Y)

Calculated over the trailing 1-year period

52.28%

0.20%

+52.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

77.23%

0.24%

+76.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

80.00%

0.24%

+79.76%

Dividends

NAGE vs. SGOV - Dividend Comparison

NAGE has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 3.86%.


PositionTTM202520242023202220212020
NAGE
Niagen Bioscience, Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.86%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


NAGE and SGOV have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NAGE has higher volatility (20.94%) compared to SGOV (0.05%). In terms of maximum drawdown, NAGE dropped -97.00% vs SGOV's -0.03%.

SGOV currently has the higher Sharpe Ratio (20.28 vs -1.34), 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.

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