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SXI vs. COWZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SXI and COWZ is 0.62, 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.


-0.50.00.51.00.6

Performance

SXI vs. COWZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Standex International Corporation (SXI) and Pacer US Cash Cows 100 ETF (COWZ). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
9.06%
3.98%
SXI
COWZ

Key characteristics

Sharpe Ratio

SXI:

0.76

COWZ:

1.04

Sortino Ratio

SXI:

1.30

COWZ:

1.53

Omega Ratio

SXI:

1.15

COWZ:

1.18

Calmar Ratio

SXI:

1.39

COWZ:

1.65

Martin Ratio

SXI:

2.98

COWZ:

3.57

Ulcer Index

SXI:

7.52%

COWZ:

3.98%

Daily Std Dev

SXI:

29.23%

COWZ:

13.70%

Max Drawdown

SXI:

-72.65%

COWZ:

-38.63%

Current Drawdown

SXI:

-10.89%

COWZ:

-4.80%

Returns By Period

In the year-to-date period, SXI achieves a 0.80% return, which is significantly lower than COWZ's 2.97% return.


SXI

YTD

0.80%

1M

-1.12%

6M

9.05%

1Y

16.14%

5Y*

22.17%

10Y*

11.15%

COWZ

YTD

2.97%

1M

-0.45%

6M

3.98%

1Y

12.17%

5Y*

16.01%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SXI vs. COWZ — Risk-Adjusted Performance Rank

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

SXI
The Risk-Adjusted Performance Rank of SXI is 7070
Overall Rank
The Sharpe Ratio Rank of SXI is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of SXI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of SXI is 6060
Omega Ratio Rank
The Calmar Ratio Rank of SXI is 8484
Calmar Ratio Rank
The Martin Ratio Rank of SXI is 7171
Martin Ratio Rank

COWZ
The Risk-Adjusted Performance Rank of COWZ is 4040
Overall Rank
The Sharpe Ratio Rank of COWZ is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of COWZ is 3737
Sortino Ratio Rank
The Omega Ratio Rank of COWZ is 3434
Omega Ratio Rank
The Calmar Ratio Rank of COWZ is 5555
Calmar Ratio Rank
The Martin Ratio Rank of COWZ is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SXI vs. COWZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Standex International Corporation (SXI) and Pacer US Cash Cows 100 ETF (COWZ). 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.


Sharpe ratio
The chart of Sharpe ratio for SXI, currently valued at 0.76, compared to the broader market-2.000.002.004.000.761.04
The chart of Sortino ratio for SXI, currently valued at 1.30, compared to the broader market-6.00-4.00-2.000.002.004.006.001.301.53
The chart of Omega ratio for SXI, currently valued at 1.15, compared to the broader market0.501.001.502.001.151.18
The chart of Calmar ratio for SXI, currently valued at 1.39, compared to the broader market0.002.004.006.001.391.65
The chart of Martin ratio for SXI, currently valued at 2.98, compared to the broader market-10.000.0010.0020.0030.002.983.57
SXI
COWZ

The current SXI Sharpe Ratio is 0.76, which is comparable to the COWZ Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of SXI and COWZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2025February
0.76
1.04
SXI
COWZ

Dividends

SXI vs. COWZ - Dividend Comparison

SXI's dividend yield for the trailing twelve months is around 0.66%, less than COWZ's 1.77% yield.


TTM20242023202220212020201920182017201620152014
SXI
Standex International Corporation
0.66%0.65%0.72%1.04%0.89%1.16%1.03%1.10%0.65%0.66%0.60%0.54%
COWZ
Pacer US Cash Cows 100 ETF
1.77%1.82%1.92%1.96%1.48%2.54%1.96%1.67%1.94%0.13%0.00%0.00%

Drawdowns

SXI vs. COWZ - Drawdown Comparison

The maximum SXI drawdown since its inception was -72.65%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for SXI and COWZ. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.89%
-4.80%
SXI
COWZ

Volatility

SXI vs. COWZ - Volatility Comparison

Standex International Corporation (SXI) has a higher volatility of 7.22% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.69%. This indicates that SXI's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
7.22%
3.69%
SXI
COWZ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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