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NZDUSD=X vs. ^STOXX
Performance
Return for Risk
Drawdowns
Volatility

Performance

NZDUSD=X vs. ^STOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Zealand Dollar/US Dollar FX (NZDUSD=X) and STOXX Europe 600 Index (^STOXX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

NZDUSD=X is traded in USD, while ^STOXX is traded in EUR. To make them comparable, the ^STOXX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, NZDUSD=X achieves a 2.50% return, which is significantly lower than ^STOXX's 7.59% return. Over the past 10 years, NZDUSD=X has underperformed ^STOXX with an annualized return of -1.94%, while ^STOXX has yielded a comparatively higher 7.13% annualized return.


NZDUSD=X

1D
0.19%
1M
3.42%
6M
-1.96%
YTD
2.50%
1Y
-0.24%
3Y*
-0.99%
5Y*
-3.41%
10Y*
-1.94%
ALL TIME*
-0.82%

^STOXX

1D
0.00%
1M
0.35%
6M
3.48%
YTD
7.59%
1Y
20.19%
3Y*
13.07%
5Y*
6.46%
10Y*
7.13%
ALL TIME*
1.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$120.03B$116.32B$138.07B
$75.19K$73.22K$85.22K

NZDUSD=X vs. ^STOXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NZDUSD=X
New Zealand Dollar/US Dollar FX
2.50%2.87%-11.45%-0.44%-7.32%-4.75%6.74%0.43%-5.48%2.51%
^STOXX
STOXX Europe 600 Index
7.59%32.56%-0.63%16.30%-17.85%12.47%5.57%21.16%-17.67%22.91%

Correlation

The correlation between NZDUSD=X and ^STOXX is 0.45, which is low. Their historical price movements had little consistent relationship.


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

0.45

Correlation (3Y)
Balances recent behavior with more history.

0.47

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.50

Correlation (10Y)
Provides a long-term view across more market conditions.

0.45

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2007

0.46

The correlation between NZDUSD=X and ^STOXX has been stable across timeframes, ranging from 0.45 to 0.50 - a consistent structural relationship.

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Return for Risk

NZDUSD=X vs. ^STOXX — Risk / Return Rank

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

NZDUSD=X
NZDUSD=X Risk / Return Rank: 4949
Overall Rank
NZDUSD=X Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
NZDUSD=X Sortino Ratio Rank: 4848
Sortino Ratio Rank
NZDUSD=X Omega Ratio Rank: 4848
Omega Ratio Rank
NZDUSD=X Calmar Ratio Rank: 4949
Calmar Ratio Rank
NZDUSD=X Martin Ratio Rank: 4949
Martin Ratio Rank

^STOXX
^STOXX Risk / Return Rank: 7474
Overall Rank
^STOXX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
^STOXX Sortino Ratio Rank: 8181
Sortino Ratio Rank
^STOXX Omega Ratio Rank: 8181
Omega Ratio Rank
^STOXX Calmar Ratio Rank: 6666
Calmar Ratio Rank
^STOXX Martin Ratio Rank: 6666
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.

NZDUSD=X vs. ^STOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for New Zealand Dollar/US Dollar FX (NZDUSD=X) and STOXX Europe 600 Index (^STOXX). 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.


NZDUSD=X^STOXXDifference
Sharpe ratioReturn per unit of total volatility

-1.43

Sortino ratioReturn per unit of downside risk

-2.03

Omega ratioGain probability vs. loss probability

1.00

1.26

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.03

1.77

-1.79

Martin ratioReturn relative to average drawdown

-0.05

5.90

-5.95

NZDUSD=X vs. ^STOXX - Sharpe Ratio Comparison

The current NZDUSD=X Sharpe Ratio is -0.02, which is lower than the ^STOXX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of NZDUSD=X and ^STOXX, 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

NZDUSD=X vs. ^STOXX - Drawdown Comparison

The maximum NZDUSD=X drawdown since its inception was -39.83%, smaller than the maximum ^STOXX drawdown of -64.60%. Use the drawdown chart below to compare losses from any high point for NZDUSD=X and ^STOXX.


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Drawdown Indicators


NZDUSD=X^STOXXDifference

Max Drawdown

Largest peak-to-trough decline

-39.83%

-64.60%

+24.77%

Max Drawdown (1Y)

Largest decline over 1 year

-7.34%

-11.59%

+4.25%

Max Drawdown (3Y)

Largest decline over 3 years

-12.88%

-15.22%

+2.34%

Max Drawdown (5Y)

Largest decline over 5 years

-23.19%

-33.96%

+10.77%

Max Drawdown (10Y)

Largest decline over 10 years

-26.48%

-39.58%

+13.10%

Current Drawdown

Current decline from peak

-33.15%

0.00%

-33.15%

Average Drawdown

Average peak-to-trough decline

-19.84%

-22.90%

+3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

3.45%

-0.14%

Volatility

NZDUSD=X vs. ^STOXX - Volatility Comparison

The current volatility for New Zealand Dollar/US Dollar FX (NZDUSD=X) is 2.36%, while STOXX Europe 600 Index (^STOXX) has a volatility of 3.44%. This indicates that NZDUSD=X experiences smaller price fluctuations and is considered to be less risky than ^STOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NZDUSD=X^STOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.36%

3.44%

-1.08%

Volatility (6M)

Calculated over the trailing 6-month period

6.68%

12.15%

-5.47%

Volatility (1Y)

Calculated over the trailing 1-year period

8.17%

14.55%

-6.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.96%

17.46%

-7.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.60%

17.25%

-7.65%

Frequently Asked Questions


NZDUSD=X and ^STOXX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^STOXX has higher volatility (3.44%) compared to NZDUSD=X (2.36%). In terms of maximum drawdown, NZDUSD=X dropped -39.83% vs ^STOXX's -64.60%.

^STOXX currently has the higher Sharpe Ratio (1.41 vs -0.02), 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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