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NEHC vs. VXF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NEHC vs. VXF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Era Helium Inc (NEHC) and Vanguard Extended Market ETF (VXF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NEHC achieves a 96.76% return, which is significantly higher than VXF's 13.78% return.


NEHC

1D
-3.43%
1M
38.92%
YTD
96.76%
6M
36.29%
1Y
844.15%
3Y*
5Y*
10Y*

VXF

1D
-1.02%
1M
4.75%
YTD
13.78%
6M
12.61%
1Y
28.88%
3Y*
19.75%
5Y*
6.53%
10Y*
12.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NEHC vs. VXF - Yearly Performance Comparison


2026 (YTD)20252024
NEHC
New Era Helium Inc
96.76%-51.17%-29.41%
VXF
Vanguard Extended Market ETF
13.78%11.40%-6.48%

Correlation

The correlation between NEHC and VXF is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2024

0.28

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New Era Helium Inc

Vanguard Extended Market ETF

Return for Risk

NEHC vs. VXF — Risk / Return Rank

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

NEHC
NEHC Risk / Return Rank: 9696
Overall Rank
NEHC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
NEHC Sortino Ratio Rank: 9595
Sortino Ratio Rank
NEHC Omega Ratio Rank: 9393
Omega Ratio Rank
NEHC Calmar Ratio Rank: 9898
Calmar Ratio Rank
NEHC Martin Ratio Rank: 9797
Martin Ratio Rank

VXF
VXF Risk / Return Rank: 5050
Overall Rank
VXF Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VXF Sortino Ratio Rank: 4747
Sortino Ratio Rank
VXF Omega Ratio Rank: 4444
Omega Ratio Rank
VXF Calmar Ratio Rank: 5656
Calmar Ratio Rank
VXF Martin Ratio Rank: 5757
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.

NEHC vs. VXF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for New Era Helium Inc (NEHC) and Vanguard Extended Market ETF (VXF). 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.


NEHCVXFDifference
Sharpe ratioReturn per unit of total volatility

+2.54

Sortino ratioReturn per unit of downside risk

+1.77

Omega ratioGain probability vs. loss probability

1.49

1.29

+0.20

Calmar ratioReturn relative to maximum drawdown

13.64

2.84

+10.80

Martin ratioReturn relative to average drawdown

25.69

10.07

+15.62

NEHC vs. VXF - Sharpe Ratio Comparison

The current NEHC Sharpe Ratio is 4.23, which is higher than the VXF Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of NEHC and VXF, 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


NEHCVXFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.23

1.69

+2.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.12

0.46

-0.57

Drawdowns

NEHC vs. VXF - Drawdown Comparison

The maximum NEHC drawdown since its inception was -96.13%, which is greater than VXF's maximum drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for NEHC and VXF.


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Drawdown Indicators


NEHCVXFDifference

Max Drawdown

Largest peak-to-trough decline

-96.13%

-58.03%

-38.10%

Max Drawdown (1Y)

Largest decline over 1 year

-62.50%

-10.21%

-52.29%

Max Drawdown (3Y)

Largest decline over 3 years

-26.92%

Max Drawdown (5Y)

Largest decline over 5 years

-36.39%

Max Drawdown (10Y)

Largest decline over 10 years

-41.72%

Current Drawdown

Current decline from peak

-32.18%

-1.02%

-31.16%

Average Drawdown

Average peak-to-trough decline

-66.37%

-9.55%

-56.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.26%

2.87%

+30.39%

Volatility

NEHC vs. VXF - Volatility Comparison

New Era Helium Inc (NEHC) has a higher volatility of 33.73% compared to Vanguard Extended Market ETF (VXF) at 4.87%. This indicates that NEHC's price experiences larger fluctuations and is considered to be riskier than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NEHCVXFDifference

Volatility (1M)

Calculated over the trailing 1-month period

33.73%

4.87%

+28.86%

Volatility (6M)

Calculated over the trailing 6-month period

106.20%

12.44%

+93.76%

Volatility (1Y)

Calculated over the trailing 1-year period

202.17%

17.22%

+184.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

196.14%

22.33%

+173.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

196.14%

22.29%

+173.85%

Dividends

NEHC vs. VXF - Dividend Comparison

NEHC has not paid dividends to shareholders, while VXF's dividend yield for the trailing twelve months is around 1.02%.


PositionTTM20252024202320222021202020192018201720162015
NEHC
New Era Helium Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VXF
Vanguard Extended Market ETF
1.02%1.14%1.09%1.27%1.15%1.13%1.07%1.30%1.66%1.25%1.43%1.35%

Frequently Asked Questions


NEHC and VXF have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NEHC has higher volatility (33.73%) compared to VXF (4.87%). In terms of maximum drawdown, NEHC dropped -96.13% vs VXF's -58.03%.

NEHC currently has the higher Sharpe Ratio (4.23 vs 1.69), 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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