PortfoliosLab logoPortfoliosLab logo
SBUX vs. MLPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBUX vs. MLPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Starbucks Corporation (SBUX) and Global X MLP & Energy Infrastructure ETF (MLPX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SBUX achieves a 21.48% return, which is significantly lower than MLPX's 25.35% return. Over the past 10 years, SBUX has underperformed MLPX with an annualized return of 8.63%, while MLPX has yielded a comparatively higher 12.45% annualized return.


SBUX

1D
0.90%
1M
-2.00%
YTD
21.48%
6M
21.99%
1Y
12.32%
3Y*
3.47%
5Y*
0.28%
10Y*
8.63%

MLPX

1D
1.68%
1M
-3.98%
YTD
25.35%
6M
25.51%
1Y
27.11%
3Y*
29.56%
5Y*
21.27%
10Y*
12.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBUX vs. MLPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBUX
Starbucks Corporation
21.48%-5.26%-2.48%-1.19%-13.18%11.15%24.19%39.09%14.74%5.36%
MLPX
Global X MLP & Energy Infrastructure ETF
25.35%4.96%42.90%15.77%21.54%39.63%-20.32%19.04%-15.64%-4.53%

Correlation

The correlation between SBUX and MLPX is -0.02, 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

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Aug 7, 2013

0.26

The correlation between SBUX and MLPX shifts across timeframes, from -0.02 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SBUX vs. MLPX — Risk / Return Rank

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

SBUX
SBUX Risk / Return Rank: 5555
Overall Rank
SBUX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SBUX Sortino Ratio Rank: 5252
Sortino Ratio Rank
SBUX Omega Ratio Rank: 5050
Omega Ratio Rank
SBUX Calmar Ratio Rank: 5858
Calmar Ratio Rank
SBUX Martin Ratio Rank: 5858
Martin Ratio Rank

MLPX
MLPX Risk / Return Rank: 5555
Overall Rank
MLPX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MLPX Sortino Ratio Rank: 5353
Sortino Ratio Rank
MLPX Omega Ratio Rank: 4949
Omega Ratio Rank
MLPX Calmar Ratio Rank: 6969
Calmar Ratio Rank
MLPX Martin Ratio Rank: 4949
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.

SBUX vs. MLPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and Global X MLP & Energy Infrastructure ETF (MLPX). 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.


SBUXMLPXDifference
Sharpe ratioReturn per unit of total volatility

-1.34

Sortino ratioReturn per unit of downside risk

-1.60

Omega ratioGain probability vs. loss probability

1.10

1.30

-0.21

Calmar ratioReturn relative to maximum drawdown

0.67

3.33

-2.66

Martin ratioReturn relative to average drawdown

1.47

8.00

-6.53

SBUX vs. MLPX - Sharpe Ratio Comparison

The current SBUX Sharpe Ratio is 0.43, which is lower than the MLPX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of SBUX and MLPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SBUX vs. MLPX - Drawdown Comparison

The maximum SBUX drawdown since its inception was -81.91%, which is greater than MLPX's maximum drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for SBUX and MLPX.


Loading charts...

Drawdown Indicators


SBUXMLPXDifference

Max Drawdown

Largest peak-to-trough decline

-81.91%

-70.67%

-11.24%

Max Drawdown (1Y)

Largest decline over 1 year

-18.53%

-8.18%

-10.35%

Max Drawdown (3Y)

Largest decline over 3 years

-31.97%

-16.77%

-15.20%

Max Drawdown (5Y)

Largest decline over 5 years

-43.68%

-19.72%

-23.96%

Max Drawdown (10Y)

Largest decline over 10 years

-43.68%

-64.70%

+21.02%

Current Drawdown

Current decline from peak

-9.92%

-4.34%

-5.58%

Average Drawdown

Average peak-to-trough decline

-16.24%

-16.58%

+0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.40%

3.40%

+5.00%

Volatility

SBUX vs. MLPX - Volatility Comparison

Starbucks Corporation (SBUX) has a higher volatility of 7.31% compared to Global X MLP & Energy Infrastructure ETF (MLPX) at 5.80%. This indicates that SBUX's price experiences larger fluctuations and is considered to be riskier than MLPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SBUXMLPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

5.80%

+1.51%

Volatility (6M)

Calculated over the trailing 6-month period

20.73%

11.78%

+8.95%

Volatility (1Y)

Calculated over the trailing 1-year period

28.47%

15.43%

+13.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.71%

19.99%

+11.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.49%

26.47%

+3.02%

Dividends

SBUX vs. MLPX - Dividend Comparison

SBUX's dividend yield for the trailing twelve months is around 2.44%, less than MLPX's 4.09% yield.


PositionTTM20252024202320222021202020192018201720162015
MLPX
Global X MLP & Energy Infrastructure ETF
4.09%4.88%4.30%5.22%5.23%5.98%8.32%5.78%5.77%4.36%5.50%4.81%
SBUX
Starbucks Corporation
2.44%2.91%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%1.13%

Frequently Asked Questions


SBUX and MLPX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SBUX has higher volatility (7.31%) compared to MLPX (5.80%). In terms of maximum drawdown, SBUX dropped -81.91% vs MLPX's -70.67%.

MLPX currently has the higher Sharpe Ratio (1.77 vs 0.43), 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 SBUX and MLPX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer