OKLO vs. USFR
OKLO (Oklo Inc.) is a stock, while USFR (WisdomTree Floating Rate Treasury Fund) is Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. Over the past 5 years, OKLO returned 35.86%/yr vs 3.76%/yr for USFR. At a 0.02 correlation, their price movements are largely independent.
Performance
OKLO vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, OKLO achieves a -35.56% return, which is significantly lower than USFR's 2.07% return.
OKLO
- 1D
- 0.94%
- 1M
- -19.57%
- 6M
- -52.37%
- YTD
- -35.56%
- 1Y
- -25.91%
- 3Y*
- 64.59%
- 5Y*
- 35.86%
- 10Y*
- —
USFR
- 1D
- 0.02%
- 1M
- 0.34%
- 6M
- 1.94%
- YTD
- 2.07%
- 1Y
- 4.00%
- 3Y*
- 4.72%
- 5Y*
- 3.76%
- 10Y*
- 2.50%
OKLO vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OKLO Oklo Inc. | -35.56% | 238.01% | 101.04% | 6.45% | 0.71% | -1.50% |
USFR WisdomTree Floating Rate Treasury Fund | 2.07% | 4.23% | 5.47% | 5.18% | 1.98% | -0.07% |
Correlation
The correlation between OKLO and USFR is -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2021 | 0.02 |
The correlation between OKLO and USFR shifts across timeframes, from -0.09 (1 year) to 0.02 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OKLO vs. USFR — Risk / Return Rank
OKLO
USFR
OKLO vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oklo Inc. (OKLO) and WisdomTree Floating Rate Treasury Fund (USFR). 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.
| OKLO | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -15.19 | ||
| Sortino ratioReturn per unit of downside risk | -51.62 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 14.15 | -13.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 201.66 | -202.01 |
| Martin ratioReturn relative to average drawdown | -0.52 | 805.42 | -805.95 |
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Drawdowns
OKLO vs. USFR - Drawdown Comparison
The maximum OKLO drawdown since its inception was -73.83%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for OKLO and USFR.
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Drawdown Indicators
| OKLO | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.83% | -1.36% | -72.47% |
Max Drawdown (1Y)Largest decline over 1 year | -73.83% | -0.02% | -73.81% |
Max Drawdown (3Y)Largest decline over 3 years | -73.83% | -0.06% | -73.77% |
Max Drawdown (5Y)Largest decline over 5 years | -73.83% | -0.18% | -73.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.80% | — |
Current DrawdownCurrent decline from peak | -73.45% | 0.00% | -73.45% |
Average DrawdownAverage peak-to-trough decline | -18.95% | -0.15% | -18.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 49.59% | 0.00% | +49.59% |
Volatility
OKLO vs. USFR - Volatility Comparison
Oklo Inc. (OKLO) has a higher volatility of 18.00% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.07%. This indicates that OKLO's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OKLO | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.00% | 0.07% | +17.93% |
Volatility (6M)Calculated over the trailing 6-month period | 65.35% | 0.19% | +65.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.37% | 0.27% | +101.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 85.76% | 0.39% | +85.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 85.59% | 0.77% | +84.82% |
Dividends
OKLO vs. USFR - Dividend Comparison
OKLO has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
OKLO Oklo Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Floating Rate Treasury Fund | 3.83% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
OKLO and USFR have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OKLO has higher volatility (18.00%) compared to USFR (0.07%). In terms of maximum drawdown, OKLO dropped -73.83% vs USFR's -1.36%.
USFR currently has the higher Sharpe Ratio (14.93 vs -0.26), 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.
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