OXY vs. U-U.TO

Last updated Jun 13, 2026

OXY (Occidental Petroleum Corporation) and U-U.TO (Sprott Physical Uranium Trust Fund) are both stocks. Both are in the Energy sector — OXY in Oil & Gas E&P, U-U.TO in Uranium. Over the past 3 years, OXY returned 0.48%/yr vs 9.68%/yr for U-U.TO. At a 0.19 correlation, their price movements are largely independent.

Performance

OXY vs. U-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Occidental Petroleum Corporation (OXY) and Sprott Physical Uranium Trust Fund (U-U.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

OXY is traded in USD, while U-U.TO is traded in CAD. To make them comparable, the U-U.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, OXY achieves a 38.79% return, which is significantly higher than U-U.TO's -7.16% 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%

U-U.TO

• 1D: -1.14%
• 1M: -8.64%
• YTD: -7.16%
• 6M: 1.40%
• 1Y: 5.77%
• 3Y*: 9.68%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OXY vs. U-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
OXY Occidental Petroleum Corporation	38.79%	-14.95%	-15.91%	-4.08%	119.10%	9.15%
U-U.TO Sprott Physical Uranium Trust Fund	-7.16%	18.18%	-25.16%	86.49%	-0.07%	17.76%

Correlation

The correlation between OXY and U-U.TO is 0.02, 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	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jul 26, 2021	0.19

The correlation between OXY and U-U.TO shifts across timeframes, from 0.02 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

Return for Risk

OXY vs. U-U.TO — Risk / Return Rank

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

OXY

OXY Risk / Return Rank: 67
OXY Sharpe Ratio Rank: 70
OXY Sortino Ratio Rank: 64
OXY Omega Ratio Rank: 63
OXY Calmar Ratio Rank: 70
OXY Martin Ratio Rank: 68

U-U.TO

U-U.TO Risk / Return Rank: 49
U-U.TO Sharpe Ratio Rank: 51
U-U.TO Sortino Ratio Rank: 46
U-U.TO Omega Ratio Rank: 45
U-U.TO Calmar Ratio Rank: 52
U-U.TO Martin Ratio Rank: 51

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.

OXY vs. U-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and Sprott Physical Uranium Trust Fund (U-U.TO). 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	U-U.TO	Difference
Sharpe ratio: Return per unit of total volatility	0.84	0.16	+0.68
Sortino ratio: Return per unit of downside risk	1.33	0.48	+0.85
Omega ratio: Gain probability vs. loss probability	1.16	1.06	+0.11
Calmar ratio: Return relative to maximum drawdown	1.46	0.23	+1.23
Martin ratio: Return relative to average drawdown	2.96	0.46	+2.51

OXY vs. U-U.TO - Sharpe Ratio Comparison

The current OXY Sharpe Ratio is 0.84, which is higher than the U-U.TO Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of OXY and U-U.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OXY vs. U-U.TO - Drawdown Comparison

The maximum OXY drawdown since its inception was -88.45%, which is greater than U-U.TO's maximum drawdown of -51.83%. Use the drawdown chart below to compare losses from any high point for OXY and U-U.TO.

Drawdown Indicators

	OXY	U-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-88.45%	-51.83%	-36.62%
Max Drawdown (1Y) Largest decline over 1 year	-19.94%	-25.40%	+5.46%
Max Drawdown (3Y) Largest decline over 3 years	-46.94%	-51.83%	+4.89%
Max Drawdown (5Y) Largest decline over 5 years	-50.77%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-88.39%	—	—
Current Drawdown Current decline from peak	-21.16%	-29.49%	+8.33%
Average Drawdown Average peak-to-trough decline	-20.14%	-24.20%	+4.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.80%	12.69%	-2.89%

Volatility

OXY vs. U-U.TO - Volatility Comparison

Occidental Petroleum Corporation (OXY) has a higher volatility of 9.76% compared to Sprott Physical Uranium Trust Fund (U-U.TO) at 6.16%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than U-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OXY	U-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.76%	6.16%	+3.60%
Volatility (6M) Calculated over the trailing 6-month period	27.51%	25.78%	+1.73%
Volatility (1Y) Calculated over the trailing 1-year period	34.65%	35.47%	-0.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.58%	42.18%	-2.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.77%	42.18%	+6.59%

Dividends

OXY vs. U-U.TO - Dividend Comparison

OXY's dividend yield for the trailing twelve months is around 1.77%, while U-U.TO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
U-U.TO Sprott Physical Uranium Trust Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both OXY and U-U.TO in my portfolio?

OXY and U-U.TO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.