SMCI vs. USFR
SMCI (Super Micro Computer, Inc.) is a stock, while USFR (WisdomTree Floating Rate Treasury Fund) is Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. Over the past 10 years, SMCI returned 29.57%/yr vs 2.48%/yr for USFR. Their -0.01 correlation means they have often moved in opposite directions in the past.
Performance
SMCI vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, SMCI achieves a -2.15% return, which is significantly lower than USFR's 2.29% return. Over the past 10 years, SMCI has outperformed USFR with an annualized return of 29.57%, while USFR has yielded a comparatively lower 2.48% annualized return.
SMCI
- 1D
- 0.85%
- 1M
- 5.22%
- 6M
- -3.60%
- YTD
- -2.15%
- 1Y
- -49.44%
- 3Y*
- -5.38%
- 5Y*
- 49.93%
- 10Y*
- 29.57%
- ALL TIME*
- 19.69%
USFR
- 1D
- 0.02%
- 1M
- 0.36%
- 6M
- 1.91%
- YTD
- 2.29%
- 1Y
- 3.97%
- 3Y*
- 4.68%
- 5Y*
- 3.81%
- 10Y*
- 2.48%
- ALL TIME*
- 1.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.64B | $1.20B | $1.80B | |
| $329.70M | $258.22M | $246.25M |
SMCI vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | -2.15% | -3.97% | 7.23% | 246.24% | 86.80% | 38.82% | 31.81% | 74.06% | -34.07% | -25.38% |
USFR WisdomTree Floating Rate Treasury Fund | 2.29% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 2.02% | 2.01% | 1.03% |
Correlation
The correlation between SMCI and USFR is -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.09 |
Correlation (3Y) Balances recent behavior with more history. | -0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.04 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.01 |
Correlation (All Time) Calculated using the full available price history since Feb 4, 2014 | -0.01 |
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Return for Risk
SMCI vs. USFR — Risk / Return Rank
SMCI
USFR
SMCI vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Super Micro Computer, Inc. (SMCI) and WisdomTree Floating Rate Treasury Fund (USFR). 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.
| SMCI | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -15.20 | ||
| Sortino ratioReturn per unit of downside risk | -52.00 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 14.07 | -13.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 200.37 | -201.13 |
| Martin ratioReturn relative to average drawdown | -1.18 | 800.41 | -801.59 |
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Drawdowns
SMCI vs. USFR - Drawdown Comparison
The maximum SMCI drawdown since its inception was -84.84%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for SMCI and USFR.
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Drawdown Indicators
| SMCI | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.84% | -1.36% | -83.48% |
Max Drawdown (1Y)Largest decline over 1 year | -65.01% | -0.02% | -64.99% |
Max Drawdown (3Y)Largest decline over 3 years | -84.84% | -0.06% | -84.78% |
Max Drawdown (5Y)Largest decline over 5 years | -84.84% | -0.18% | -84.66% |
Max Drawdown (10Y)Largest decline over 10 years | -84.84% | -0.80% | -84.04% |
Current DrawdownCurrent decline from peak | -75.89% | 0.00% | -75.89% |
Average DrawdownAverage peak-to-trough decline | -32.29% | -0.15% | -32.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.10% | 0.00% | +42.10% |
Volatility
SMCI vs. USFR - Volatility Comparison
Super Micro Computer, Inc. (SMCI) has a higher volatility of 27.78% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that SMCI's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCI | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.78% | 0.09% | +27.69% |
Volatility (6M)Calculated over the trailing 6-month period | 82.11% | 0.20% | +81.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 89.80% | 0.27% | +89.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 88.04% | 0.39% | +87.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.51% | 0.76% | +70.75% |
Dividends
SMCI vs. USFR - Dividend Comparison
SMCI has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Floating Rate Treasury Fund | 3.79% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
SMCI and USFR have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMCI has higher volatility (27.78%) compared to USFR (0.09%). In terms of maximum drawdown, SMCI dropped -84.84% vs USFR's -1.36%.
USFR currently has the higher Sharpe Ratio (14.64 vs -0.55), 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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