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TJX vs. EUAD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TJX vs. EUAD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The TJX Companies, Inc. (TJX) and Select STOXX Europe Aerospace & Defense ETF (EUAD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TJX achieves a 10.30% return, which is significantly higher than EUAD's -2.37% return.


TJX

1D
0.04%
1M
14.92%
YTD
10.30%
6M
8.52%
1Y
36.97%
3Y*
29.32%
5Y*
22.46%
10Y*
17.66%

EUAD

1D
-0.77%
1M
4.47%
YTD
-2.37%
6M
-0.54%
1Y
2.75%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TJX vs. EUAD - Yearly Performance Comparison


2026 (YTD)20252024
TJX
The TJX Companies, Inc.
10.30%28.73%4.78%
EUAD
Select STOXX Europe Aerospace & Defense ETF
-2.37%74.51%-6.86%

Correlation

The correlation between TJX and EUAD is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2024

0.21

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Return for Risk

TJX vs. EUAD — Risk / Return Rank

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

TJX
TJX Risk / Return Rank: 8989
Overall Rank
TJX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
TJX Sortino Ratio Rank: 9090
Sortino Ratio Rank
TJX Omega Ratio Rank: 8787
Omega Ratio Rank
TJX Calmar Ratio Rank: 8787
Calmar Ratio Rank
TJX Martin Ratio Rank: 9292
Martin Ratio Rank

EUAD
EUAD Risk / Return Rank: 1111
Overall Rank
EUAD Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EUAD Sortino Ratio Rank: 1111
Sortino Ratio Rank
EUAD Omega Ratio Rank: 1111
Omega Ratio Rank
EUAD Calmar Ratio Rank: 1111
Calmar Ratio Rank
EUAD Martin Ratio Rank: 1111
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.

TJX vs. EUAD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The TJX Companies, Inc. (TJX) and Select STOXX Europe Aerospace & Defense ETF (EUAD). 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.


TJXEUADDifference
Sharpe ratioReturn per unit of total volatility

+1.97

Sortino ratioReturn per unit of downside risk

+2.73

Omega ratioGain probability vs. loss probability

1.36

1.04

+0.32

Calmar ratioReturn relative to maximum drawdown

3.41

0.13

+3.28

Martin ratioReturn relative to average drawdown

12.66

0.30

+12.37

TJX vs. EUAD - Sharpe Ratio Comparison

The current TJX Sharpe Ratio is 2.06, which is higher than the EUAD Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of TJX and EUAD, 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

TJX vs. EUAD - Drawdown Comparison

The maximum TJX drawdown since its inception was -64.59%, which is greater than EUAD's maximum drawdown of -22.04%. Use the drawdown chart below to compare losses from any high point for TJX and EUAD.


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Drawdown Indicators


TJXEUADDifference

Max Drawdown

Largest peak-to-trough decline

-64.59%

-22.04%

-42.55%

Max Drawdown (1Y)

Largest decline over 1 year

-10.89%

-22.04%

+11.15%

Max Drawdown (3Y)

Largest decline over 3 years

-11.04%

Max Drawdown (5Y)

Largest decline over 5 years

-27.68%

Max Drawdown (10Y)

Largest decline over 10 years

-42.55%

Current Drawdown

Current decline from peak

0.00%

-14.81%

+14.81%

Average Drawdown

Average peak-to-trough decline

-13.07%

-5.88%

-7.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

9.34%

-6.41%

Volatility

TJX vs. EUAD - Volatility Comparison

The current volatility for The TJX Companies, Inc. (TJX) is 7.58%, while Select STOXX Europe Aerospace & Defense ETF (EUAD) has a volatility of 9.65%. This indicates that TJX experiences smaller price fluctuations and is considered to be less risky than EUAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TJXEUADDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

9.65%

-2.07%

Volatility (6M)

Calculated over the trailing 6-month period

14.33%

24.40%

-10.07%

Volatility (1Y)

Calculated over the trailing 1-year period

18.00%

29.15%

-11.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.32%

29.90%

-7.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.06%

29.90%

-3.84%

Dividends

TJX vs. EUAD - Dividend Comparison

TJX's dividend yield for the trailing twelve months is around 1.04%, more than EUAD's 0.41% yield.


PositionTTM20252024202320222021202020192018201720162015
EUAD
Select STOXX Europe Aerospace & Defense ETF
0.41%0.40%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TJX
The TJX Companies, Inc.
1.04%1.07%1.21%1.38%1.44%1.37%0.34%1.45%1.66%1.57%1.32%1.14%

Frequently Asked Questions


TJX and EUAD have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EUAD has higher volatility (9.65%) compared to TJX (7.58%). In terms of maximum drawdown, TJX dropped -64.59% vs EUAD's -22.04%.

TJX currently has the higher Sharpe Ratio (2.06 vs 0.09), 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.

Portfolio Optimizer

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