OXY vs. BND
OXY (Occidental Petroleum Corporation) is a stock, while BND (Vanguard Total Bond Market ETF) is Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. Over the past 10 years, OXY returned -0.06%/yr vs 1.58%/yr for BND. At a correlation of -0.17, they often move in opposite directions.
Performance
OXY vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, OXY achieves a 38.79% return, which is significantly higher than BND's 0.52% return. Over the past 10 years, OXY has underperformed BND with an annualized return of -0.06%, while BND has yielded a comparatively higher 1.58% annualized return.
OXY
- 1D
- 1.93%
- 1M
- 1.11%
- YTD
- 38.79%
- 6M
- 38.96%
- 1Y
- 28.93%
- 3Y*
- 0.48%
- 5Y*
- 16.40%
- 10Y*
- -0.06%
BND
- 1D
- -0.12%
- 1M
- 0.42%
- YTD
- 0.52%
- 6M
- 0.91%
- 1Y
- 4.40%
- 3Y*
- 4.17%
- 5Y*
- 0.03%
- 10Y*
- 1.58%
OXY vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 38.79% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
BND Vanguard Total Bond Market ETF | 0.52% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
Correlation
The correlation between OXY and BND is -0.26, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.12 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2007 | -0.17 |
The correlation between OXY and BND shifts across timeframes, from -0.26 (1 year) to -0.08 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
OXY vs. BND — Risk / Return Rank
OXY
BND
OXY vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Vanguard Total Bond Market ETF (BND). 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.
| OXY | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.65 | -0.19 |
| Martin ratioReturn relative to average drawdown | 2.96 | 4.81 | -1.84 |
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Drawdowns
OXY vs. BND - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for OXY and BND.
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Drawdown Indicators
| OXY | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -18.58% | -69.87% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -2.68% | -17.26% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -5.92% | -41.02% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -17.91% | -32.86% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -18.58% | -69.81% |
Current DrawdownCurrent decline from peak | -21.16% | -2.12% | -19.04% |
Average DrawdownAverage peak-to-trough decline | -20.14% | -3.06% | -17.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 0.92% | +8.88% |
Volatility
OXY vs. BND - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 9.76% compared to Vanguard Total Bond Market ETF (BND) at 1.28%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXY | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 1.28% | +8.48% |
Volatility (6M)Calculated over the trailing 6-month period | 27.51% | 2.74% | +24.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 3.75% | +30.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.58% | 6.03% | +33.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 5.53% | +43.24% |
Dividends
OXY vs. BND - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.77%, less than BND's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.96% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
OXY Occidental Petroleum Corporation | 1.77% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Frequently Asked Questions
OXY and BND have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (9.76%) compared to BND (1.28%). In terms of maximum drawdown, OXY dropped -88.45% vs BND's -18.58%.
BND currently has the higher Sharpe Ratio (1.18 vs 0.84), 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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