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NXG.AX vs. XDTE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NXG.AX vs. XDTE - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in NexGen Energy Ltd. (NXG.AX) and Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

NXG.AX is traded in AUD, while XDTE is traded in USD. To make them comparable, the XDTE values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, NXG.AX achieves a 14.07% return, which is significantly higher than XDTE's 0.72% return.


NXG.AX

1D
-6.93%
1M
-3.91%
YTD
14.07%
6M
7.69%
1Y
61.48%
3Y*
33.58%
5Y*
10Y*

XDTE

1D
-1.33%
1M
2.58%
YTD
0.72%
6M
-0.04%
1Y
13.79%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NXG.AX vs. XDTE - Yearly Performance Comparison


2026 (YTD)20252024
NXG.AX
NexGen Energy Ltd.
14.07%29.51%-9.92%
XDTE
Roundhill S&P 500 0DTE Covered Call Strategy ETF
0.72%4.43%24.49%

Correlation

The correlation between NXG.AX and XDTE is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.05

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2024

0.10

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Return for Risk

NXG.AX vs. XDTE — Risk / Return Rank

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

NXG.AX
NXG.AX Risk / Return Rank: 7575
Overall Rank
NXG.AX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
NXG.AX Sortino Ratio Rank: 7272
Sortino Ratio Rank
NXG.AX Omega Ratio Rank: 6868
Omega Ratio Rank
NXG.AX Calmar Ratio Rank: 7979
Calmar Ratio Rank
NXG.AX Martin Ratio Rank: 7878
Martin Ratio Rank

XDTE
XDTE Risk / Return Rank: 6565
Overall Rank
XDTE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
XDTE Sortino Ratio Rank: 5959
Sortino Ratio Rank
XDTE Omega Ratio Rank: 6565
Omega Ratio Rank
XDTE Calmar Ratio Rank: 6262
Calmar Ratio Rank
XDTE Martin Ratio Rank: 7575
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.

NXG.AX vs. XDTE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NexGen Energy Ltd. (NXG.AX) and Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE). 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.


NXG.AXXDTEDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.21

1.27

-0.06

Calmar ratioReturn relative to maximum drawdown

2.56

1.46

+1.10

Martin ratioReturn relative to average drawdown

5.85

3.97

+1.88

NXG.AX vs. XDTE - Sharpe Ratio Comparison

The current NXG.AX Sharpe Ratio is 1.19, which is comparable to the XDTE Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of NXG.AX and XDTE, 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


NXG.AXXDTEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.43

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.97

-0.63

Drawdowns

NXG.AX vs. XDTE - Drawdown Comparison

The maximum NXG.AX drawdown since its inception was -51.60%, which is greater than XDTE's maximum drawdown of -20.85%. Use the drawdown chart below to compare losses from any high point for NXG.AX and XDTE.


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Drawdown Indicators


NXG.AXXDTEDifference

Max Drawdown

Largest peak-to-trough decline

-51.60%

-20.85%

-30.75%

Max Drawdown (1Y)

Largest decline over 1 year

-23.87%

-9.48%

-14.39%

Max Drawdown (3Y)

Largest decline over 3 years

-51.60%

Current Drawdown

Current decline from peak

-18.19%

-1.33%

-16.86%

Average Drawdown

Average peak-to-trough decline

-19.89%

-3.37%

-16.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.51%

3.48%

+7.03%

Volatility

NXG.AX vs. XDTE - Volatility Comparison

NexGen Energy Ltd. (NXG.AX) has a higher volatility of 16.67% compared to Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) at 2.17%. This indicates that NXG.AX's price experiences larger fluctuations and is considered to be riskier than XDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NXG.AXXDTEDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.67%

2.17%

+14.50%

Volatility (6M)

Calculated over the trailing 6-month period

38.22%

7.38%

+30.84%

Volatility (1Y)

Calculated over the trailing 1-year period

51.66%

9.69%

+41.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.05%

13.22%

+42.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.05%

13.22%

+42.83%

Dividends

NXG.AX vs. XDTE - Dividend Comparison

NXG.AX has not paid dividends to shareholders, while XDTE's dividend yield for the trailing twelve months is around 33.78%.


PositionTTM20252024
NXG.AX
NexGen Energy Ltd.
0.00%0.00%0.00%
XDTE
Roundhill S&P 500 0DTE Covered Call Strategy ETF
33.78%39.16%20.35%

Frequently Asked Questions


NXG.AX and XDTE have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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