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SRFM vs. EUAD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SRFM vs. EUAD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Surf Air Mobility Inc. (SRFM) and Select STOXX Europe Aerospace & Defense ETF (EUAD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SRFM achieves a -44.33% return, which is significantly lower than EUAD's -2.37% return.


SRFM

1D
-2.70%
1M
-12.90%
YTD
-44.33%
6M
-48.57%
1Y
-51.57%
3Y*
5Y*
10Y*

EUAD

1D
-0.77%
1M
4.47%
YTD
-2.37%
6M
-0.54%
1Y
2.75%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SRFM vs. EUAD - Yearly Performance Comparison


2026 (YTD)20252024
SRFM
Surf Air Mobility Inc.
-44.33%-64.01%179.27%
EUAD
Select STOXX Europe Aerospace & Defense ETF
-2.37%74.51%-6.86%

Correlation

The correlation between SRFM and EUAD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2024

0.29

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Return for Risk

SRFM vs. EUAD — Risk / Return Rank

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

SRFM
SRFM Risk / Return Rank: 3131
Overall Rank
SRFM Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
SRFM Sortino Ratio Rank: 3838
Sortino Ratio Rank
SRFM Omega Ratio Rank: 3737
Omega Ratio Rank
SRFM Calmar Ratio Rank: 2222
Calmar Ratio Rank
SRFM Martin Ratio Rank: 2828
Martin Ratio Rank

EUAD
EUAD Risk / Return Rank: 1111
Overall Rank
EUAD Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EUAD Sortino Ratio Rank: 1111
Sortino Ratio Rank
EUAD Omega Ratio Rank: 1111
Omega Ratio Rank
EUAD Calmar Ratio Rank: 1111
Calmar Ratio Rank
EUAD Martin Ratio Rank: 1111
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.

SRFM vs. EUAD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Surf Air Mobility Inc. (SRFM) and Select STOXX Europe Aerospace & Defense ETF (EUAD). 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.


SRFMEUADDifference
Sharpe ratioReturn per unit of total volatility

-0.44

Sortino ratioReturn per unit of downside risk

-0.08

Omega ratioGain probability vs. loss probability

1.03

1.04

-0.01

Calmar ratioReturn relative to maximum drawdown

-0.59

0.13

-0.71

Martin ratioReturn relative to average drawdown

-0.76

0.30

-1.06

SRFM vs. EUAD - Sharpe Ratio Comparison

The current SRFM Sharpe Ratio is -0.35, which is lower than the EUAD Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of SRFM and EUAD, 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

SRFM vs. EUAD - Drawdown Comparison

The maximum SRFM drawdown since its inception was -97.29%, which is greater than EUAD's maximum drawdown of -22.04%. Use the drawdown chart below to compare losses from any high point for SRFM and EUAD.


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Drawdown Indicators


SRFMEUADDifference

Max Drawdown

Largest peak-to-trough decline

-97.29%

-22.04%

-75.25%

Max Drawdown (1Y)

Largest decline over 1 year

-88.30%

-22.04%

-66.26%

Current Drawdown

Current decline from peak

-96.91%

-14.81%

-82.10%

Average Drawdown

Average peak-to-trough decline

-87.68%

-5.88%

-81.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

67.54%

9.34%

+58.20%

Volatility

SRFM vs. EUAD - Volatility Comparison

Surf Air Mobility Inc. (SRFM) has a higher volatility of 16.48% compared to Select STOXX Europe Aerospace & Defense ETF (EUAD) at 9.65%. This indicates that SRFM's price experiences larger fluctuations and is considered to be riskier than EUAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRFMEUADDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.48%

9.65%

+6.83%

Volatility (6M)

Calculated over the trailing 6-month period

70.39%

24.40%

+45.99%

Volatility (1Y)

Calculated over the trailing 1-year period

148.04%

29.15%

+118.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

152.04%

29.90%

+122.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

152.04%

29.90%

+122.14%

Dividends

SRFM vs. EUAD - Dividend Comparison

SRFM has not paid dividends to shareholders, while EUAD's dividend yield for the trailing twelve months is around 0.41%.


PositionTTM20252024
EUAD
Select STOXX Europe Aerospace & Defense ETF
0.41%0.40%0.10%
SRFM
Surf Air Mobility Inc.
0.00%0.00%0.00%

Frequently Asked Questions


SRFM and EUAD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SRFM has higher volatility (16.48%) compared to EUAD (9.65%). In terms of maximum drawdown, SRFM dropped -97.29% vs EUAD's -22.04%.

EUAD currently has the higher Sharpe Ratio (0.09 vs -0.35), 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 SRFM and EUAD

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

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