SXC vs. PXI
Compare and contrast key facts about SunCoke Energy, Inc. (SXC) and Invesco DWA Energy Momentum ETF (PXI).
PXI is a passively managed fund by Invesco that tracks the performance of the Dynamic Energy Sector Intellidex Index. It was launched on Oct 12, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXC or PXI.
Correlation
The correlation between SXC and PXI is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SXC vs. PXI - Performance Comparison
Key characteristics
SXC:
-0.05
PXI:
0.18
SXC:
0.22
PXI:
0.40
SXC:
1.03
PXI:
1.05
SXC:
-0.04
PXI:
0.16
SXC:
-0.14
PXI:
0.49
SXC:
15.76%
PXI:
8.77%
SXC:
39.64%
PXI:
23.44%
SXC:
-90.41%
PXI:
-85.08%
SXC:
-47.33%
PXI:
-18.67%
Returns By Period
In the year-to-date period, SXC achieves a -10.19% return, which is significantly lower than PXI's 2.02% return. Over the past 10 years, SXC has underperformed PXI with an annualized return of -2.70%, while PXI has yielded a comparatively higher 1.47% annualized return.
SXC
-10.19%
-7.51%
6.84%
-11.97%
13.29%
-2.70%
PXI
2.02%
-1.12%
5.16%
6.24%
15.38%
1.47%
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Risk-Adjusted Performance
SXC vs. PXI — Risk-Adjusted Performance Rank
SXC
PXI
SXC vs. PXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SunCoke Energy, Inc. (SXC) and Invesco DWA Energy Momentum ETF (PXI). 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.
Dividends
SXC vs. PXI - Dividend Comparison
SXC's dividend yield for the trailing twelve months is around 4.58%, more than PXI's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXC SunCoke Energy, Inc. | 4.58% | 4.11% | 3.35% | 3.24% | 3.64% | 5.52% | 0.96% | 0.00% | 0.00% | 0.00% | 12.51% | 0.31% |
PXI Invesco DWA Energy Momentum ETF | 1.49% | 1.52% | 1.82% | 3.14% | 0.57% | 1.73% | 2.80% | 0.93% | 0.80% | 0.73% | 2.06% | 1.15% |
Drawdowns
SXC vs. PXI - Drawdown Comparison
The maximum SXC drawdown since its inception was -90.41%, which is greater than PXI's maximum drawdown of -85.08%. Use the drawdown chart below to compare losses from any high point for SXC and PXI. For additional features, visit the drawdowns tool.
Volatility
SXC vs. PXI - Volatility Comparison
SunCoke Energy, Inc. (SXC) has a higher volatility of 7.84% compared to Invesco DWA Energy Momentum ETF (PXI) at 6.86%. This indicates that SXC's price experiences larger fluctuations and is considered to be riskier than PXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.