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SXI vs. COWZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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SXI vs. COWZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXI
Standex International Corporation
19.86%17.00%18.89%55.95%-6.46%44.19%-0.78%19.49%-33.51%16.73%
COWZ
Pacer US Cash Cows 100 ETF
3.91%8.98%10.64%14.73%0.19%42.57%11.65%23.41%-10.05%20.22%

Returns By Period

In the year-to-date period, SXI achieves a 19.86% return, which is significantly higher than COWZ's 3.91% return.


SXI

1D
2.05%
1M
-1.48%
YTD
19.86%
6M
23.53%
1Y
62.76%
3Y*
29.46%
5Y*
23.44%
10Y*
13.67%

COWZ

1D
-0.37%
1M
-3.51%
YTD
3.91%
6M
9.24%
1Y
16.64%
3Y*
12.12%
5Y*
10.92%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SXI vs. COWZ — Risk / Return Rank

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

SXI
SXI Risk / Return Rank: 8484
Overall Rank
SXI Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SXI Sortino Ratio Rank: 8383
Sortino Ratio Rank
SXI Omega Ratio Rank: 7979
Omega Ratio Rank
SXI Calmar Ratio Rank: 8686
Calmar Ratio Rank
SXI Martin Ratio Rank: 8989
Martin Ratio Rank

COWZ
COWZ Risk / Return Rank: 5151
Overall Rank
COWZ Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
COWZ Sortino Ratio Rank: 5252
Sortino Ratio Rank
COWZ Omega Ratio Rank: 5454
Omega Ratio Rank
COWZ Calmar Ratio Rank: 4444
Calmar Ratio Rank
COWZ Martin Ratio Rank: 5555
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.

SXI vs. COWZ - Risk-Adjusted Trends 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.


SXICOWZDifference

Sharpe ratio

Return per unit of total volatility

1.64

0.96

+0.68

Sortino ratio

Return per unit of downside risk

2.37

1.43

+0.94

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

3.17

1.20

+1.96

Martin ratio

Return relative to average drawdown

10.61

5.59

+5.02

SXI vs. COWZ - Sharpe Ratio Comparison

The current SXI Sharpe Ratio is 1.64, which is higher than the COWZ Sharpe Ratio of 0.96. 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.


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Sharpe Ratios by Period


SXICOWZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

0.96

+0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

0.62

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.63

-0.28

Correlation

The correlation between SXI and COWZ is 0.60, 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.


Dividends

SXI vs. COWZ - Dividend Comparison

SXI's dividend yield for the trailing twelve months is around 0.51%, less than COWZ's 2.07% yield.


TTM20252024202320222021202020192018201720162015
SXI
Standex International Corporation
0.51%0.60%0.65%0.72%1.04%0.89%1.16%1.03%1.10%0.65%0.66%0.60%
COWZ
Pacer US Cash Cows 100 ETF
2.07%2.19%1.82%1.92%1.96%1.48%2.54%1.96%1.67%1.95%0.13%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.


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Drawdown Indicators


SXICOWZDifference

Max Drawdown

Largest peak-to-trough decline

-72.65%

-38.63%

-34.02%

Max Drawdown (1Y)

Largest decline over 1 year

-19.65%

-13.55%

-6.10%

Max Drawdown (5Y)

Largest decline over 5 years

-38.01%

-22.00%

-16.01%

Max Drawdown (10Y)

Largest decline over 10 years

-65.62%

Current Drawdown

Current decline from peak

-1.84%

-3.72%

+1.88%

Average Drawdown

Average peak-to-trough decline

-16.01%

-4.85%

-11.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.87%

2.92%

+2.95%

Volatility

SXI vs. COWZ - Volatility Comparison

Standex International Corporation (SXI) has a higher volatility of 8.75% compared to Pacer US Cash Cows 100 ETF (COWZ) at 2.96%. 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.


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Volatility by Period


SXICOWZDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.75%

2.96%

+5.79%

Volatility (6M)

Calculated over the trailing 6-month period

23.29%

8.37%

+14.92%

Volatility (1Y)

Calculated over the trailing 1-year period

38.53%

17.50%

+21.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.46%

17.73%

+12.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.80%

20.08%

+14.72%