SRBK vs. IEUR

In the year-to-date period, SRBK achieves a 8.00% return, which is significantly lower than IEUR's 21.71% return.

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This table presents a comparison of risk-adjusted performance metrics for SR Bancorp Inc. Common stock (SRBK) and iShares Core MSCI Europe ETF (IEUR). 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.

The current SRBK Sharpe Ratio is 2.71, which is higher than the IEUR Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SRBK and IEUR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SRBK's dividend yield for the trailing twelve months is around 0.39%, less than IEUR's 2.91% yield.

The maximum SRBK drawdown since its inception was -13.47%, smaller than the maximum IEUR drawdown of -36.96%. Use the drawdown chart below to compare losses from any high point for SRBK and IEUR.

SR Bancorp Inc. Common stock (SRBK) and iShares Core MSCI Europe ETF (IEUR) have volatilities of 3.29% and 3.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.