RCKT vs. XBI
RCKT (Rocket Pharmaceuticals, Inc.) is a stock, while XBI (SPDR S&P Biotech ETF) is Health & Biotech Equities fund tracking the S&P Biotechnology Select Industry Index. Over the past 10 years, RCKT returned -19.30%/yr vs 9.00%/yr for XBI. Their 0.61 correlation means they have sometimes moved together and sometimes differently.
Performance
RCKT vs. XBI - Performance Comparison
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Returns By Period
In the year-to-date period, RCKT achieves a -11.40% return, which is significantly lower than XBI's 20.69% return. Over the past 10 years, RCKT has underperformed XBI with an annualized return of -19.30%, while XBI has yielded a comparatively higher 9.00% annualized return.
RCKT
- 1D
- -3.12%
- 1M
- -19.01%
- 6M
- -10.63%
- YTD
- -11.40%
- 1Y
- 4.01%
- 3Y*
- -44.17%
- 5Y*
- -38.66%
- 10Y*
- -19.30%
- ALL TIME*
- -16.47%
XBI
- 1D
- -2.94%
- 1M
- -8.38%
- 6M
- 17.96%
- YTD
- 20.69%
- 1Y
- 71.86%
- 3Y*
- 21.10%
- 5Y*
- 3.69%
- 10Y*
- 9.00%
- ALL TIME*
- 11.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.18M | $6.56M | $7.93M | |
| $1.17B | $1.34B | $1.30B |
RCKT vs. XBI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCKT Rocket Pharmaceuticals, Inc. | -11.40% | -72.08% | -58.06% | 53.14% | -10.35% | -60.19% | 140.95% | 53.58% | 41.95% | -57.21% |
XBI SPDR S&P Biotech ETF | 20.69% | 35.89% | 1.01% | 7.60% | -25.87% | -20.45% | 48.33% | 32.56% | -15.28% | 43.77% |
Correlation
The correlation between RCKT and XBI is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2015 | 0.61 |
The correlation between RCKT and XBI shifts across timeframes, from 0.61 (all time) to 0.73 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RCKT vs. XBI — Risk / Return Rank
RCKT
XBI
RCKT vs. XBI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Pharmaceuticals, Inc. (RCKT) and SPDR S&P Biotech ETF (XBI). 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.
| RCKT | XBI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.42 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 6.92 | -6.88 |
| Martin ratioReturn relative to average drawdown | 0.08 | 19.52 | -19.44 |
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Drawdowns
RCKT vs. XBI - Drawdown Comparison
The maximum RCKT drawdown since its inception was -96.70%, which is greater than XBI's maximum drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for RCKT and XBI.
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Drawdown Indicators
| RCKT | XBI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.70% | -63.89% | -32.81% |
Max Drawdown (1Y)Largest decline over 1 year | -50.94% | -10.51% | -40.43% |
Max Drawdown (3Y)Largest decline over 3 years | -92.71% | -32.99% | -59.72% |
Max Drawdown (5Y)Largest decline over 5 years | -93.63% | -54.00% | -39.63% |
Max Drawdown (10Y)Largest decline over 10 years | -96.46% | -63.89% | -32.57% |
Current DrawdownCurrent decline from peak | -95.59% | -14.95% | -80.64% |
Average DrawdownAverage peak-to-trough decline | -68.86% | -20.87% | -47.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.29% | 3.72% | +21.57% |
Volatility
RCKT vs. XBI - Volatility Comparison
Rocket Pharmaceuticals, Inc. (RCKT) has a higher volatility of 17.08% compared to SPDR S&P Biotech ETF (XBI) at 8.27%. This indicates that RCKT's price experiences larger fluctuations and is considered to be riskier than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCKT | XBI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.08% | 8.27% | +8.81% |
Volatility (6M)Calculated over the trailing 6-month period | 51.52% | 21.50% | +30.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.50% | 26.97% | +48.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 78.36% | 32.32% | +46.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 83.48% | 31.93% | +51.55% |
Dividends
RCKT vs. XBI - Dividend Comparison
RCKT has not paid dividends to shareholders, while XBI's dividend yield for the trailing twelve months is around 0.39%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCKT Rocket Pharmaceuticals, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XBI SPDR S&P Biotech ETF | 0.39% | 0.37% | 0.15% | 0.02% | 0.00% | 0.04% | 0.20% | 0.00% | 0.28% | 0.24% | 0.26% | 0.61% |
Frequently Asked Questions
RCKT and XBI have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCKT has higher volatility (17.08%) compared to XBI (8.27%). In terms of maximum drawdown, RCKT dropped -96.70% vs XBI's -63.89%.
XBI currently has the higher Sharpe Ratio (2.70 vs 0.03), 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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