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NZDUSD=X vs. GBPUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

NZDUSD=X vs. GBPUSD=X - Performance Comparison

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

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Returns By Period

In the year-to-date period, NZDUSD=X achieves a 0.66% return, which is significantly higher than GBPUSD=X's -0.93% return. Over the past 10 years, NZDUSD=X has underperformed GBPUSD=X with an annualized return of -1.84%, while GBPUSD=X has yielded a comparatively higher -0.87% annualized return.


NZDUSD=X

1D
-1.27%
1M
-2.73%
YTD
0.66%
6M
0.33%
1Y
-4.00%
3Y*
-1.59%
5Y*
-4.28%
10Y*
-1.84%

GBPUSD=X

1D
-0.70%
1M
-1.93%
YTD
-0.93%
6M
-0.00%
1Y
-1.76%
3Y*
2.37%
5Y*
-1.19%
10Y*
-0.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NZDUSD=X vs. GBPUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NZDUSD=X
New Zealand Dollar/US Dollar FX
0.66%2.87%-11.45%-0.44%-7.32%-4.75%6.74%0.43%-5.48%2.51%
GBPUSD=X
GBP/USD
-0.93%7.55%-1.67%5.28%-10.69%-0.91%3.06%4.01%-5.66%9.52%

Correlation

The correlation between NZDUSD=X and GBPUSD=X is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.73

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

0.70

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

0.70

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

0.59

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

0.52

Over the past year, NZDUSD=X and GBPUSD=X have become more correlated (0.73) than their long-term average of 0.52, meaning their price movements have been converging.

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Return for Risk

NZDUSD=X vs. GBPUSD=X — 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: 2727
Overall Rank
NZDUSD=X Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
NZDUSD=X Sortino Ratio Rank: 2828
Sortino Ratio Rank
NZDUSD=X Omega Ratio Rank: 2828
Omega Ratio Rank
NZDUSD=X Calmar Ratio Rank: 2727
Calmar Ratio Rank
NZDUSD=X Martin Ratio Rank: 2525
Martin Ratio Rank

GBPUSD=X
GBPUSD=X Risk / Return Rank: 4040
Overall Rank
GBPUSD=X Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
GBPUSD=X Sortino Ratio Rank: 4040
Sortino Ratio Rank
GBPUSD=X Omega Ratio Rank: 4343
Omega Ratio Rank
GBPUSD=X Calmar Ratio Rank: 3737
Calmar Ratio Rank
GBPUSD=X Martin Ratio Rank: 4040
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. GBPUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for New Zealand Dollar/US Dollar FX (NZDUSD=X) and GBP/USD (GBPUSD=X). 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.


NZDUSD=XGBPUSD=XDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.22

Omega ratioGain probability vs. loss probability

0.94

0.97

-0.03

Calmar ratioReturn relative to maximum drawdown

-0.38

-0.27

-0.11

Martin ratioReturn relative to average drawdown

-0.76

-0.53

-0.24

NZDUSD=X vs. GBPUSD=X - Sharpe Ratio Comparison

The current NZDUSD=X Sharpe Ratio is -0.40, which is lower than the GBPUSD=X Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of NZDUSD=X and GBPUSD=X, 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


NZDUSD=XGBPUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.40

-0.23

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.39

-0.13

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.18

-0.09

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.12

-0.22

+0.10

Drawdowns

NZDUSD=X vs. GBPUSD=X - Drawdown Comparison

The maximum NZDUSD=X drawdown since its inception was -39.83%, smaller than the maximum GBPUSD=X drawdown of -49.29%. Use the drawdown chart below to compare losses from any high point for NZDUSD=X and GBPUSD=X.


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Drawdown Indicators


NZDUSD=XGBPUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-39.83%

-49.29%

+9.46%

Max Drawdown (1Y)

Largest decline over 1 year

-8.48%

-5.26%

-3.22%

Max Drawdown (3Y)

Largest decline over 3 years

-13.50%

-9.34%

-4.16%

Max Drawdown (5Y)

Largest decline over 5 years

-23.45%

-24.62%

+1.17%

Max Drawdown (10Y)

Largest decline over 10 years

-26.48%

-27.99%

+1.51%

Current Drawdown

Current decline from peak

-34.35%

-36.75%

+2.40%

Average Drawdown

Average peak-to-trough decline

-19.65%

-31.14%

+11.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.48%

2.51%

+0.97%

Volatility

NZDUSD=X vs. GBPUSD=X - Volatility Comparison

New Zealand Dollar/US Dollar FX (NZDUSD=X) has a higher volatility of 3.17% compared to GBP/USD (GBPUSD=X) at 1.80%. This indicates that NZDUSD=X's price experiences larger fluctuations and is considered to be riskier than GBPUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NZDUSD=XGBPUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.17%

1.80%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

7.04%

4.97%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

8.18%

6.26%

+1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.01%

8.25%

+1.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.72%

9.10%

+0.62%

Frequently Asked Questions


NZDUSD=X and GBPUSD=X have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NZDUSD=X has higher volatility (3.17%) compared to GBPUSD=X (1.80%). In terms of maximum drawdown, NZDUSD=X dropped -39.83% vs GBPUSD=X's -49.29%.

GBPUSD=X currently has the higher Sharpe Ratio (-0.23 vs -0.40), 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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