Correlation
The correlation between SHCDX and NUKZ is 0.19, 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.
SHCDX vs. NUKZ
Compare and contrast key facts about Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and Range Nuclear Renaissance ETF (NUKZ).
SHCDX is managed by Stone Harbor. It was launched on May 31, 2011. NUKZ is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Range Nuclear Renaissance Index. It was launched on Jan 23, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHCDX or NUKZ.
Performance
SHCDX vs. NUKZ - Performance Comparison
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Key characteristics
SHCDX:
1.88
NUKZ:
1.27
SHCDX:
2.31
NUKZ:
1.74
SHCDX:
1.46
NUKZ:
1.24
SHCDX:
1.65
NUKZ:
1.42
SHCDX:
7.17
NUKZ:
4.00
SHCDX:
0.89%
NUKZ:
11.69%
SHCDX:
3.48%
NUKZ:
38.49%
SHCDX:
-26.24%
NUKZ:
-33.03%
SHCDX:
-0.82%
NUKZ:
-1.80%
Returns By Period
In the year-to-date period, SHCDX achieves a 2.13% return, which is significantly lower than NUKZ's 23.80% return.
SHCDX
2.13%
0.91%
1.40%
6.37%
6.06%
5.00%
3.97%
NUKZ
23.80%
21.40%
8.76%
48.44%
N/A
N/A
N/A
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SHCDX vs. NUKZ - Expense Ratio Comparison
SHCDX has a 1.02% expense ratio, which is higher than NUKZ's 0.85% expense ratio.
Risk-Adjusted Performance
SHCDX vs. NUKZ — Risk-Adjusted Performance Rank
SHCDX
NUKZ
SHCDX vs. NUKZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and Range Nuclear Renaissance ETF (NUKZ). 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.
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Dividends
SHCDX vs. NUKZ - Dividend Comparison
SHCDX's dividend yield for the trailing twelve months is around 6.26%, more than NUKZ's 0.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.26% | 6.33% | 5.73% | 5.52% | 4.65% | 5.28% | 4.72% | 6.08% | 4.10% | 5.44% | 5.04% | 4.81% |
NUKZ Range Nuclear Renaissance ETF | 0.07% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHCDX vs. NUKZ - Drawdown Comparison
The maximum SHCDX drawdown since its inception was -26.24%, smaller than the maximum NUKZ drawdown of -33.03%. Use the drawdown chart below to compare losses from any high point for SHCDX and NUKZ.
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Volatility
SHCDX vs. NUKZ - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) is 0.94%, while Range Nuclear Renaissance ETF (NUKZ) has a volatility of 7.54%. This indicates that SHCDX experiences smaller price fluctuations and is considered to be less risky than NUKZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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