STRK vs. EPOL
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while EPOL (iShares MSCI Poland ETF) is Europe Equities fund tracking the MSCI Poland Investable Market Index. Over the past year, STRK returned -41.85% vs 32.38% for EPOL. At a 0.20 correlation, their price movements are largely independent.
Performance
STRK vs. EPOL - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -15.66% return, which is significantly lower than EPOL's 16.35% return.
STRK
- 1D
- -0.60%
- 1M
- -5.07%
- 6M
- -23.98%
- YTD
- -15.66%
- 1Y
- -41.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPOL
- 1D
- -1.00%
- 1M
- -0.12%
- 6M
- 13.26%
- YTD
- 16.35%
- 1Y
- 32.38%
- 3Y*
- 31.03%
- 5Y*
- 17.67%
- 10Y*
- 11.83%
STRK vs. EPOL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -15.66% | -0.74% |
EPOL iShares MSCI Poland ETF | 16.35% | 57.02% |
Correlation
The correlation between STRK and EPOL is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.20 |
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Return for Risk
STRK vs. EPOL — Risk / Return Rank
STRK
EPOL
STRK vs. EPOL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and iShares MSCI Poland ETF (EPOL). 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.
| STRK | EPOL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.55 | ||
| Sortino ratioReturn per unit of downside risk | -3.78 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.24 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 2.95 | -3.76 |
| Martin ratioReturn relative to average drawdown | -1.39 | 7.84 | -9.23 |
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Drawdowns
STRK vs. EPOL - Drawdown Comparison
The maximum STRK drawdown since its inception was -53.21%, smaller than the maximum EPOL drawdown of -63.72%. Use the drawdown chart below to compare losses from any high point for STRK and EPOL.
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Drawdown Indicators
| STRK | EPOL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -63.72% | +10.51% |
Max Drawdown (1Y)Largest decline over 1 year | -51.53% | -11.04% | -40.49% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.81% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -54.21% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.41% | — |
Current DrawdownCurrent decline from peak | -44.79% | -1.00% | -43.79% |
Average DrawdownAverage peak-to-trough decline | -23.51% | -26.72% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.06% | 4.14% | +25.92% |
Volatility
STRK vs. EPOL - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 18.49% compared to iShares MSCI Poland ETF (EPOL) at 5.79%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than EPOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRK | EPOL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.49% | 5.79% | +12.70% |
Volatility (6M)Calculated over the trailing 6-month period | 27.61% | 18.44% | +9.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.59% | 23.24% | +13.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.45% | 29.15% | +8.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.45% | 27.41% | +10.04% |
Dividends
STRK vs. EPOL - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.39%, more than EPOL's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPOL iShares MSCI Poland ETF | 3.62% | 4.78% | 6.04% | 2.87% | 2.65% | 1.33% | 1.44% | 2.51% | 1.44% | 1.88% | 2.14% | 2.53% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.39% | 9.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STRK and EPOL have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (18.49%) compared to EPOL (5.79%). In terms of maximum drawdown, STRK dropped -53.21% vs EPOL's -63.72%.
EPOL currently has the higher Sharpe Ratio (1.40 vs -1.15), 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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