POWL vs. PFIX
POWL (Powell Industries, Inc.) is a stock, while PFIX (Simplify Interest Rate Hedge ETF) is Hedge Fund fund actively managed by Simplify. Over the past 5 years, POWL returned 91.11%/yr vs 20.64%/yr for PFIX. At a correlation of -0.04, they often move in opposite directions.
Performance
POWL vs. PFIX - Performance Comparison
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Returns By Period
In the year-to-date period, POWL achieves a 112.54% return, which is significantly higher than PFIX's -0.95% return.
POWL
- 1D
- -2.81%
- 1M
- -23.44%
- 6M
- 75.28%
- YTD
- 112.54%
- 1Y
- 219.26%
- 3Y*
- 125.35%
- 5Y*
- 91.11%
- 10Y*
- 36.83%
PFIX
- 1D
- 0.47%
- 1M
- 3.10%
- 6M
- 0.73%
- YTD
- -0.95%
- 1Y
- -9.65%
- 3Y*
- 16.45%
- 5Y*
- 20.64%
- 10Y*
- —
POWL vs. PFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
POWL Powell Industries, Inc. | 112.54% | 44.49% | 152.21% | 155.62% | 24.34% | -17.09% |
PFIX Simplify Interest Rate Hedge ETF | -0.95% | 0.42% | 35.94% | 5.67% | 92.05% | -24.98% |
Correlation
The correlation between POWL and PFIX is -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since May 11, 2021 | -0.04 |
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Return for Risk
POWL vs. PFIX — Risk / Return Rank
POWL
PFIX
POWL vs. PFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Powell Industries, Inc. (POWL) and Simplify Interest Rate Hedge ETF (PFIX). 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.
| POWL | PFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.93 | ||
| Sortino ratioReturn per unit of downside risk | +3.85 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 0.97 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 7.15 | -0.38 | +7.53 |
| Martin ratioReturn relative to average drawdown | 20.25 | -0.56 | +20.81 |
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Drawdowns
POWL vs. PFIX - Drawdown Comparison
The maximum POWL drawdown since its inception was -73.10%, which is greater than PFIX's maximum drawdown of -36.17%. Use the drawdown chart below to compare losses from any high point for POWL and PFIX.
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Drawdown Indicators
| POWL | PFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.10% | -36.17% | -36.93% |
Max Drawdown (1Y)Largest decline over 1 year | -30.88% | -25.64% | -5.24% |
Max Drawdown (3Y)Largest decline over 3 years | -55.76% | -36.17% | -19.59% |
Max Drawdown (5Y)Largest decline over 5 years | -55.76% | -36.17% | -19.59% |
Max Drawdown (10Y)Largest decline over 10 years | -68.85% | — | — |
Current DrawdownCurrent decline from peak | -29.91% | -18.33% | -11.58% |
Average DrawdownAverage peak-to-trough decline | -36.05% | -17.21% | -18.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.88% | 17.30% | -6.42% |
Volatility
POWL vs. PFIX - Volatility Comparison
Powell Industries, Inc. (POWL) has a higher volatility of 21.81% compared to Simplify Interest Rate Hedge ETF (PFIX) at 9.44%. This indicates that POWL's price experiences larger fluctuations and is considered to be riskier than PFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POWL | PFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.81% | 9.44% | +12.37% |
Volatility (6M)Calculated over the trailing 6-month period | 46.59% | 22.16% | +24.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.51% | 29.34% | +32.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.80% | 38.55% | +26.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.07% | 38.20% | +16.87% |
Dividends
POWL vs. PFIX - Dividend Comparison
POWL's dividend yield for the trailing twelve months is around 0.16%, less than PFIX's 9.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIX Simplify Interest Rate Hedge ETF | 9.78% | 9.92% | 3.40% | 87.92% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POWL Powell Industries, Inc. | 0.16% | 0.34% | 0.48% | 1.19% | 2.96% | 3.53% | 3.53% | 2.12% | 4.16% | 3.63% | 2.67% | 4.00% |
Frequently Asked Questions
POWL and PFIX have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POWL has higher volatility (21.81%) compared to PFIX (9.44%). In terms of maximum drawdown, POWL dropped -73.10% vs PFIX's -36.17%.
POWL currently has the higher Sharpe Ratio (3.60 vs -0.33), 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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