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SXRM.DE vs. MRNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRM.DE vs. MRNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) and Moderna, Inc. (MRNA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRM.DE achieves a -0.59% return, which is significantly lower than MRNA's 69.24% return.


SXRM.DE

1D
0.38%
1M
0.09%
YTD
-0.59%
6M
0.05%
1Y
4.19%
3Y*
2.95%
5Y*
-1.07%
10Y*
0.67%

MRNA

1D
0.54%
1M
-0.24%
YTD
69.24%
6M
69.42%
1Y
87.14%
3Y*
-26.94%
5Y*
-25.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRM.DE vs. MRNA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SXRM.DE
iShares USD Treasury Bond 7-10yr UCITS ETF (Acc)
-0.59%8.56%-0.51%3.57%-14.86%-3.03%9.73%9.02%0.85%
MRNA
Moderna, Inc.
69.24%-29.08%-58.19%-44.63%-29.28%143.11%434.10%28.09%-30.59%

Correlation

The correlation between SXRM.DE and MRNA is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2018

0.08

The correlation between SXRM.DE and MRNA shifts across timeframes, from 0.08 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SXRM.DE vs. MRNA — Risk / Return Rank

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

SXRM.DE
SXRM.DE Risk / Return Rank: 2424
Overall Rank
SXRM.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SXRM.DE Sortino Ratio Rank: 2525
Sortino Ratio Rank
SXRM.DE Omega Ratio Rank: 2323
Omega Ratio Rank
SXRM.DE Calmar Ratio Rank: 2323
Calmar Ratio Rank
SXRM.DE Martin Ratio Rank: 2424
Martin Ratio Rank

MRNA
MRNA Risk / Return Rank: 7878
Overall Rank
MRNA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MRNA Sortino Ratio Rank: 7979
Sortino Ratio Rank
MRNA Omega Ratio Rank: 7575
Omega Ratio Rank
MRNA Calmar Ratio Rank: 7979
Calmar Ratio Rank
MRNA Martin Ratio Rank: 7676
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.

SXRM.DE vs. MRNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) and Moderna, Inc. (MRNA). 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.


SXRM.DEMRNADifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

1.14

1.24

-0.10

Calmar ratioReturn relative to maximum drawdown

0.93

2.34

-1.41

Martin ratioReturn relative to average drawdown

2.74

4.59

-1.85

SXRM.DE vs. MRNA - Sharpe Ratio Comparison

The current SXRM.DE Sharpe Ratio is 0.82, which is lower than the MRNA Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of SXRM.DE and MRNA, 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

SXRM.DE vs. MRNA - Drawdown Comparison

The maximum SXRM.DE drawdown since its inception was -23.31%, smaller than the maximum MRNA drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for SXRM.DE and MRNA.


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Drawdown Indicators


SXRM.DEMRNADifference

Max Drawdown

Largest peak-to-trough decline

-23.31%

-95.38%

+72.07%

Max Drawdown (1Y)

Largest decline over 1 year

-4.02%

-35.51%

+31.49%

Max Drawdown (3Y)

Largest decline over 3 years

-7.24%

-86.58%

+79.34%

Max Drawdown (5Y)

Largest decline over 5 years

-20.90%

-95.38%

+74.48%

Max Drawdown (10Y)

Largest decline over 10 years

-23.31%

Current Drawdown

Current decline from peak

-10.34%

-89.70%

+79.36%

Average Drawdown

Average peak-to-trough decline

-6.45%

-57.06%

+50.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

18.06%

-16.69%

Volatility

SXRM.DE vs. MRNA - Volatility Comparison

The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) is 1.86%, while Moderna, Inc. (MRNA) has a volatility of 17.56%. This indicates that SXRM.DE experiences smaller price fluctuations and is considered to be less risky than MRNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRM.DEMRNADifference

Volatility (1M)

Calculated over the trailing 1-month period

1.86%

17.56%

-15.70%

Volatility (6M)

Calculated over the trailing 6-month period

3.41%

48.82%

-45.41%

Volatility (1Y)

Calculated over the trailing 1-year period

4.60%

64.75%

-60.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.38%

66.49%

-59.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.30%

72.15%

-65.85%

Dividends

SXRM.DE vs. MRNA - Dividend Comparison

Neither SXRM.DE nor MRNA has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SXRM.DE and MRNA have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SXRM.DE and MRNA

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