PortfoliosLab logo
NZDUSD=X vs. GBPUSD=X
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between NZDUSD=X and GBPUSD=X is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.2

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.

-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-7.51%
-22.51%
NZDUSD=X
GBPUSD=X

Key characteristics

Sharpe Ratio

NZDUSD=X:

-0.05

GBPUSD=X:

0.59

Sortino Ratio

NZDUSD=X:

0.01

GBPUSD=X:

0.90

Omega Ratio

NZDUSD=X:

1.00

GBPUSD=X:

1.11

Calmar Ratio

NZDUSD=X:

-0.01

GBPUSD=X:

0.10

Martin Ratio

NZDUSD=X:

-0.06

GBPUSD=X:

1.00

Ulcer Index

NZDUSD=X:

8.10%

GBPUSD=X:

4.34%

Daily Std Dev

NZDUSD=X:

9.06%

GBPUSD=X:

7.09%

Max Drawdown

NZDUSD=X:

-39.67%

GBPUSD=X:

-49.30%

Current Drawdown

NZDUSD=X:

-32.47%

GBPUSD=X:

-36.83%

Returns By Period

In the year-to-date period, NZDUSD=X achieves a 5.66% return, which is significantly lower than GBPUSD=X's 6.39% return. Over the past 10 years, NZDUSD=X has underperformed GBPUSD=X with an annualized return of -2.38%, while GBPUSD=X has yielded a comparatively higher -1.35% annualized return.


NZDUSD=X

YTD

5.66%

1M

4.01%

6M

-0.82%

1Y

0.39%

5Y*

-0.19%

10Y*

-2.38%

GBPUSD=X

YTD

6.39%

1M

3.30%

6M

2.72%

1Y

6.39%

5Y*

1.42%

10Y*

-1.35%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NZDUSD=X vs. GBPUSD=X — Risk-Adjusted Performance Rank

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

NZDUSD=X
The Risk-Adjusted Performance Rank of NZDUSD=X is 4444
Overall Rank
The Sharpe Ratio Rank of NZDUSD=X is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of NZDUSD=X is 4545
Sortino Ratio Rank
The Omega Ratio Rank of NZDUSD=X is 4545
Omega Ratio Rank
The Calmar Ratio Rank of NZDUSD=X is 4242
Calmar Ratio Rank
The Martin Ratio Rank of NZDUSD=X is 4545
Martin Ratio Rank

GBPUSD=X
The Risk-Adjusted Performance Rank of GBPUSD=X is 6666
Overall Rank
The Sharpe Ratio Rank of GBPUSD=X is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of GBPUSD=X is 6666
Sortino Ratio Rank
The Omega Ratio Rank of GBPUSD=X is 6464
Omega Ratio Rank
The Calmar Ratio Rank of GBPUSD=X is 6767
Calmar Ratio Rank
The Martin Ratio Rank of GBPUSD=X is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NZDUSD=X vs. GBPUSD=X - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for NZDUSD=X, currently valued at -0.07, compared to the broader market-1.000.001.002.00
NZDUSD=X: -0.07
GBPUSD=X: 0.63
The chart of Sortino ratio for NZDUSD=X, currently valued at -0.03, compared to the broader market-1.000.001.002.003.004.00
NZDUSD=X: -0.03
GBPUSD=X: 0.96
The chart of Omega ratio for NZDUSD=X, currently valued at 1.00, compared to the broader market1.001.502.002.50
NZDUSD=X: 1.00
GBPUSD=X: 1.13
The chart of Calmar ratio for NZDUSD=X, currently valued at -0.02, compared to the broader market0.001.002.003.004.00
NZDUSD=X: -0.02
GBPUSD=X: 0.10
The chart of Martin ratio for NZDUSD=X, currently valued at -0.08, compared to the broader market0.005.0010.0015.0020.0025.00
NZDUSD=X: -0.08
GBPUSD=X: 0.89

The current NZDUSD=X Sharpe Ratio is -0.05, which is lower than the GBPUSD=X Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of NZDUSD=X and GBPUSD=X, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50NovemberDecember2025FebruaryMarchApril
-0.07
0.63
NZDUSD=X
GBPUSD=X

Drawdowns

NZDUSD=X vs. GBPUSD=X - Drawdown Comparison

The maximum NZDUSD=X drawdown since its inception was -39.67%, smaller than the maximum GBPUSD=X drawdown of -49.30%. Use the drawdown chart below to compare losses from any high point for NZDUSD=X and GBPUSD=X. For additional features, visit the drawdowns tool.


-42.00%-40.00%-38.00%-36.00%-34.00%-32.00%NovemberDecember2025FebruaryMarchApril
-32.47%
-36.83%
NZDUSD=X
GBPUSD=X

Volatility

NZDUSD=X vs. GBPUSD=X - Volatility Comparison

New Zealand Dollar/US Dollar FX (NZDUSD=X) has a higher volatility of 5.27% compared to GBP/USD (GBPUSD=X) at 3.04%. 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.


1.00%2.00%3.00%4.00%5.00%NovemberDecember2025FebruaryMarchApril
5.27%
3.04%
NZDUSD=X
GBPUSD=X