PLNUSD=X vs. TLT
Compare and contrast key facts about PLN/USD (PLNUSD=X) and iShares 20+ Year Treasury Bond ETF (TLT).
TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLNUSD=X or TLT.
Correlation
The correlation between PLNUSD=X and TLT is 0.00, 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.
Performance
PLNUSD=X vs. TLT - Performance Comparison
Key characteristics
PLNUSD=X:
-0.14
TLT:
-0.04
PLNUSD=X:
-0.13
TLT:
0.04
PLNUSD=X:
0.98
TLT:
1.00
PLNUSD=X:
-0.02
TLT:
-0.01
PLNUSD=X:
-0.24
TLT:
-0.09
PLNUSD=X:
4.79%
TLT:
6.82%
PLNUSD=X:
8.15%
TLT:
13.76%
PLNUSD=X:
-65.59%
TLT:
-48.35%
PLNUSD=X:
-56.56%
TLT:
-41.71%
Returns By Period
In the year-to-date period, PLNUSD=X achieves a 4.26% return, which is significantly higher than TLT's 1.75% return. Over the past 10 years, PLNUSD=X has outperformed TLT with an annualized return of -0.60%, while TLT has yielded a comparatively lower -1.15% annualized return.
PLNUSD=X
4.26%
2.86%
-2.85%
0.68%
-0.04%
-0.60%
TLT
1.75%
1.01%
-7.53%
0.03%
-7.42%
-1.15%
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Risk-Adjusted Performance
PLNUSD=X vs. TLT — Risk-Adjusted Performance Rank
PLNUSD=X
TLT
PLNUSD=X vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PLN/USD (PLNUSD=X) and iShares 20+ Year Treasury Bond ETF (TLT). 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.
Drawdowns
PLNUSD=X vs. TLT - Drawdown Comparison
The maximum PLNUSD=X drawdown since its inception was -65.59%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for PLNUSD=X and TLT. For additional features, visit the drawdowns tool.
Volatility
PLNUSD=X vs. TLT - Volatility Comparison
The current volatility for PLN/USD (PLNUSD=X) is 2.94%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.45%. This indicates that PLNUSD=X experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.