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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 0.42% return, which is significantly lower than ^STOXX's 5.09% return. Over the past 10 years, NZDUSD=X has underperformed ^STOXX with an annualized return of -2.06%, while ^STOXX has yielded a comparatively higher 7.00% annualized return.


NZDUSD=X

1D
0.37%
1M
-0.80%
6M
0.11%
YTD
0.42%
1Y
-3.46%
3Y*
-3.19%
5Y*
-3.84%
10Y*
-2.06%

^STOXX

1D
-0.10%
1M
-0.08%
6M
2.67%
YTD
5.09%
1Y
14.36%
3Y*
13.75%
5Y*
6.13%
10Y*
7.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NZDUSD=X vs. ^STOXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NZDUSD=X
New Zealand Dollar/US Dollar FX
0.42%2.87%-11.45%-0.44%-7.32%-4.75%6.74%0.43%-5.48%2.51%
^STOXX
STOXX Europe 600 Index
5.09%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 price movements are largely independent, making them effective diversification partners.


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

0.45

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

0.46

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

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Aug 16, 2007

0.46

The correlation between NZDUSD=X and ^STOXX has been stable across timeframes, ranging from 0.44 to 0.50 - a consistent structural relationship.

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Return for Risk

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

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

NZDUSD=X
NZDUSD=X Risk / Return Rank: 3232
Overall Rank
NZDUSD=X Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
NZDUSD=X Sortino Ratio Rank: 3333
Sortino Ratio Rank
NZDUSD=X Omega Ratio Rank: 3232
Omega Ratio Rank
NZDUSD=X Calmar Ratio Rank: 3232
Calmar Ratio Rank
NZDUSD=X Martin Ratio Rank: 3232
Martin Ratio Rank

^STOXX
^STOXX Risk / Return Rank: 4747
Overall Rank
^STOXX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
^STOXX Sortino Ratio Rank: 5151
Sortino Ratio Rank
^STOXX Omega Ratio Rank: 5151
Omega Ratio Rank
^STOXX Calmar Ratio Rank: 3939
Calmar Ratio Rank
^STOXX Martin Ratio Rank: 4646
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.

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

-1.25

Sortino ratioReturn per unit of downside risk

-1.82

Omega ratioGain probability vs. loss probability

0.95

1.17

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.36

1.15

-1.51

Martin ratioReturn relative to average drawdown

-0.68

3.81

-4.50

NZDUSD=X vs. ^STOXX - Sharpe Ratio Comparison

The current NZDUSD=X Sharpe Ratio is -0.35, which is lower than the ^STOXX Sharpe Ratio of 0.91. 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

-7.67%

-11.59%

+3.92%

Max Drawdown (3Y)

Largest decline over 3 years

-13.17%

-15.22%

+2.05%

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

-34.50%

-2.30%

-32.20%

Average Drawdown

Average peak-to-trough decline

-19.73%

-22.93%

+3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

3.47%

-0.15%

Volatility

NZDUSD=X vs. ^STOXX - Volatility Comparison

The current volatility for New Zealand Dollar/US Dollar FX (NZDUSD=X) is 1.79%, while STOXX Europe 600 Index (^STOXX) has a volatility of 4.12%. 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

1.79%

4.12%

-2.33%

Volatility (6M)

Calculated over the trailing 6-month period

6.73%

12.33%

-5.60%

Volatility (1Y)

Calculated over the trailing 1-year period

8.09%

14.64%

-6.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.97%

17.50%

-7.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.63%

17.27%

-7.64%

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 (4.12%) compared to NZDUSD=X (1.79%). In terms of maximum drawdown, NZDUSD=X dropped -39.83% vs ^STOXX's -64.60%.

^STOXX currently has the higher Sharpe Ratio (0.91 vs -0.35), 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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