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SGOV vs. JPYUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

SGOV vs. JPYUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-3 Month Treasury Bond ETF (SGOV) and JPY/USD (JPYUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOV achieves a 1.61% return, which is significantly higher than JPYUSD=X's -2.12% return.


SGOV

1D
0.02%
1M
0.26%
YTD
1.61%
6M
1.78%
1Y
3.91%
3Y*
4.71%
5Y*
3.56%
10Y*

JPYUSD=X

1D
0.10%
1M
-0.82%
YTD
-2.12%
6M
-3.07%
1Y
-9.99%
3Y*
-4.30%
5Y*
-7.22%
10Y*
-4.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOV vs. JPYUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SGOV
iShares 0-3 Month Treasury Bond ETF
1.61%4.24%5.27%5.12%1.58%0.04%0.04%
JPYUSD=X
JPY/USD
-2.12%0.33%-10.26%-7.04%-12.23%-10.24%4.27%

Correlation

The correlation between SGOV and JPYUSD=X is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

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

-0.03

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

-0.00

Correlation (All Time)
Calculated using the full available price history since May 28, 2020

-0.03

The correlation between SGOV and JPYUSD=X shifts across timeframes, from -0.14 (1 year) to -0.00 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SGOV vs. JPYUSD=X — Risk / Return Rank

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

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank

JPYUSD=X
JPYUSD=X Risk / Return Rank: 88
Overall Rank
JPYUSD=X Sharpe Ratio Rank: 88
Sharpe Ratio Rank
JPYUSD=X Sortino Ratio Rank: 88
Sortino Ratio Rank
JPYUSD=X Omega Ratio Rank: 88
Omega Ratio Rank
JPYUSD=X Calmar Ratio Rank: 33
Calmar Ratio Rank
JPYUSD=X Martin Ratio Rank: 1414
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.

SGOV vs. JPYUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) and JPY/USD (JPYUSD=X). 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.


SGOVJPYUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+21.36

Sortino ratioReturn per unit of downside risk

+277.28

Omega ratioGain probability vs. loss probability

195.55

0.82

+194.73

Calmar ratioReturn relative to maximum drawdown

398.20

-0.76

+398.96

Martin ratioReturn relative to average drawdown

4,461.98

-1.11

+4,463.09

SGOV vs. JPYUSD=X - Sharpe Ratio Comparison

The current SGOV Sharpe Ratio is 20.28, which is higher than the JPYUSD=X Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of SGOV and JPYUSD=X, 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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Drawdowns

SGOV vs. JPYUSD=X - Drawdown Comparison

The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum JPYUSD=X drawdown of -52.96%. Use the drawdown chart below to compare losses from any high point for SGOV and JPYUSD=X.


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Drawdown Indicators


SGOVJPYUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-0.03%

-52.96%

+52.93%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-10.68%

+10.67%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

-14.63%

+14.62%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

-32.59%

+32.56%

Max Drawdown (10Y)

Largest decline over 10 years

-38.21%

Current Drawdown

Current decline from peak

0.00%

-52.47%

+52.47%

Average Drawdown

Average peak-to-trough decline

-0.00%

-26.92%

+26.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

6.18%

-6.18%

Volatility

SGOV vs. JPYUSD=X - Volatility Comparison

The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.05%, while JPY/USD (JPYUSD=X) has a volatility of 0.69%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky than JPYUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOVJPYUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.05%

0.69%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

5.48%

-5.35%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

7.50%

-7.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.24%

9.56%

-9.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.24%

8.90%

-8.66%

Frequently Asked Questions


SGOV and JPYUSD=X have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPYUSD=X has higher volatility (0.69%) compared to SGOV (0.05%). In terms of maximum drawdown, SGOV dropped -0.03% vs JPYUSD=X's -52.96%.

SGOV currently has the higher Sharpe Ratio (20.28 vs -1.09), 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

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