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RBRK vs. EVLN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RBRK vs. EVLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rubrik, Inc. (RBRK) and Eaton Vance Floating-Rate ETF (EVLN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RBRK achieves a 0.68% return, which is significantly lower than EVLN's 1.45% return.


RBRK

1D
-3.10%
1M
34.78%
YTD
0.68%
6M
9.33%
1Y
-21.86%
3Y*
5Y*
10Y*

EVLN

1D
0.08%
1M
0.59%
YTD
1.45%
6M
1.70%
1Y
4.93%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBRK vs. EVLN - Yearly Performance Comparison


2026 (YTD)20252024
RBRK
Rubrik, Inc.
0.68%17.01%76.65%
EVLN
Eaton Vance Floating-Rate ETF
1.45%5.59%5.87%

Correlation

The correlation between RBRK and EVLN is 0.05, 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

0.05

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2024

0.15

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Return for Risk

RBRK vs. EVLN — Risk / Return Rank

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

RBRK
RBRK Risk / Return Rank: 2828
Overall Rank
RBRK Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
RBRK Sortino Ratio Rank: 2828
Sortino Ratio Rank
RBRK Omega Ratio Rank: 2828
Omega Ratio Rank
RBRK Calmar Ratio Rank: 2828
Calmar Ratio Rank
RBRK Martin Ratio Rank: 2828
Martin Ratio Rank

EVLN
EVLN Risk / Return Rank: 7575
Overall Rank
EVLN Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
EVLN Sortino Ratio Rank: 9292
Sortino Ratio Rank
EVLN Omega Ratio Rank: 8989
Omega Ratio Rank
EVLN Calmar Ratio Rank: 5757
Calmar Ratio Rank
EVLN Martin Ratio Rank: 5454
Martin Ratio Rank
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.

RBRK vs. EVLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rubrik, Inc. (RBRK) and Eaton Vance Floating-Rate ETF (EVLN). 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.


RBRKEVLNDifference
Sharpe ratioReturn per unit of total volatility

-2.99

Sortino ratioReturn per unit of downside risk

-4.57

Omega ratioGain probability vs. loss probability

0.99

1.56

-0.58

Calmar ratioReturn relative to maximum drawdown

-0.39

2.80

-3.19

Martin ratioReturn relative to average drawdown

-0.72

9.13

-9.85

RBRK vs. EVLN - Sharpe Ratio Comparison

The current RBRK Sharpe Ratio is -0.35, which is lower than the EVLN Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of RBRK and EVLN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RBRKEVLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

2.64

-2.99

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

2.56

-1.91

Drawdowns

RBRK vs. EVLN - Drawdown Comparison

The maximum RBRK drawdown since its inception was -56.08%, which is greater than EVLN's maximum drawdown of -2.78%. Use the drawdown chart below to compare losses from any high point for RBRK and EVLN.


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Drawdown Indicators


RBRKEVLNDifference

Max Drawdown

Largest peak-to-trough decline

-56.08%

-2.78%

-53.30%

Max Drawdown (1Y)

Largest decline over 1 year

-55.55%

-1.77%

-53.78%

Current Drawdown

Current decline from peak

-22.80%

0.00%

-22.80%

Average Drawdown

Average peak-to-trough decline

-18.52%

-0.22%

-18.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.44%

0.54%

+29.90%

Volatility

RBRK vs. EVLN - Volatility Comparison

Rubrik, Inc. (RBRK) has a higher volatility of 19.54% compared to Eaton Vance Floating-Rate ETF (EVLN) at 0.45%. This indicates that RBRK's price experiences larger fluctuations and is considered to be riskier than EVLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBRKEVLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.54%

0.45%

+19.09%

Volatility (6M)

Calculated over the trailing 6-month period

48.93%

1.62%

+47.31%

Volatility (1Y)

Calculated over the trailing 1-year period

62.76%

1.87%

+60.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.33%

2.43%

+61.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.33%

2.43%

+61.90%

Dividends

RBRK vs. EVLN - Dividend Comparison

RBRK has not paid dividends to shareholders, while EVLN's dividend yield for the trailing twelve months is around 6.91%.


PositionTTM20252024
EVLN
Eaton Vance Floating-Rate ETF
6.91%7.28%6.41%
RBRK
Rubrik, Inc.
0.00%0.00%0.00%

Frequently Asked Questions


RBRK and EVLN have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBRK has higher volatility (19.54%) compared to EVLN (0.45%). In terms of maximum drawdown, RBRK dropped -56.08% vs EVLN's -2.78%.

EVLN currently has the higher Sharpe Ratio (2.64 vs -0.35), 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.

Portfolio Optimizer

Find the right allocation for RBRK and EVLN

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