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QTUM-USD vs. SCHG
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between QTUM-USD and SCHG is 0.16, 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.


-0.50.00.51.00.2

Performance

QTUM-USD vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in QTUM (QTUM-USD) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
30.22%
14.18%
QTUM-USD
SCHG

Key characteristics

Sharpe Ratio

QTUM-USD:

-0.24

SCHG:

2.30

Sortino Ratio

QTUM-USD:

0.24

SCHG:

2.95

Omega Ratio

QTUM-USD:

1.02

SCHG:

1.41

Calmar Ratio

QTUM-USD:

0.00

SCHG:

3.25

Martin Ratio

QTUM-USD:

-0.58

SCHG:

12.77

Ulcer Index

QTUM-USD:

37.07%

SCHG:

3.14%

Daily Std Dev

QTUM-USD:

78.84%

SCHG:

17.47%

Max Drawdown

QTUM-USD:

-98.90%

SCHG:

-34.59%

Current Drawdown

QTUM-USD:

-96.42%

SCHG:

-0.55%

Returns By Period

In the year-to-date period, QTUM-USD achieves a -8.85% return, which is significantly lower than SCHG's 40.14% return.


QTUM-USD

YTD

-8.85%

1M

-9.79%

6M

31.66%

1Y

0.10%

5Y*

16.27%

10Y*

N/A

SCHG

YTD

40.14%

1M

5.39%

6M

15.20%

1Y

40.13%

5Y*

20.58%

10Y*

16.98%

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Risk-Adjusted Performance

QTUM-USD vs. SCHG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for QTUM (QTUM-USD) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.


Sharpe ratio
The chart of Sharpe ratio for QTUM-USD, currently valued at -0.24, compared to the broader market0.002.004.006.00-0.242.41
The chart of Sortino ratio for QTUM-USD, currently valued at 0.24, compared to the broader market0.002.004.000.242.96
The chart of Omega ratio for QTUM-USD, currently valued at 1.02, compared to the broader market1.001.201.401.601.021.43
The chart of Calmar ratio for QTUM-USD, currently valued at 0.00, compared to the broader market1.002.003.004.005.006.000.001.32
The chart of Martin ratio for QTUM-USD, currently valued at -0.58, compared to the broader market0.0010.0020.0030.0040.0050.0060.00-0.5812.75
QTUM-USD
SCHG

The current QTUM-USD Sharpe Ratio is -0.24, which is lower than the SCHG Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of QTUM-USD and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
-0.24
2.41
QTUM-USD
SCHG

Drawdowns

QTUM-USD vs. SCHG - Drawdown Comparison

The maximum QTUM-USD drawdown since its inception was -98.90%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for QTUM-USD and SCHG. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-96.42%
-0.55%
QTUM-USD
SCHG

Volatility

QTUM-USD vs. SCHG - Volatility Comparison

QTUM (QTUM-USD) has a higher volatility of 45.47% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.24%. This indicates that QTUM-USD's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
45.47%
5.24%
QTUM-USD
SCHG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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