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TWDUSD=X vs. EWT
Performance
Return for Risk
Drawdowns
Volatility

Performance

TWDUSD=X vs. EWT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TWD/USD (TWDUSD=X) and iShares MSCI Taiwan ETF (EWT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TWDUSD=X achieves a -2.48% return, which is significantly lower than EWT's 61.33% return. Over the past 10 years, TWDUSD=X has underperformed EWT with an annualized return of -0.08%, while EWT has yielded a comparatively higher 18.99% annualized return.


TWDUSD=X

1D
-0.09%
1M
-1.89%
6M
-1.88%
YTD
-2.48%
1Y
-8.51%
3Y*
-1.24%
5Y*
-2.73%
10Y*
-0.08%

EWT

1D
0.60%
1M
-3.65%
6M
54.10%
YTD
61.33%
1Y
83.97%
3Y*
36.76%
5Y*
18.05%
10Y*
18.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TWDUSD=X vs. EWT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TWDUSD=X
TWD/USD
-2.48%4.63%-6.51%-0.14%-9.57%1.47%6.35%2.23%-2.82%9.32%
EWT
iShares MSCI Taiwan ETF
61.33%28.38%16.11%29.00%-28.90%26.18%31.50%33.36%-9.90%26.81%

Correlation

The correlation between TWDUSD=X and EWT is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.48

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

0.46

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

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2007

0.41

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Return for Risk

TWDUSD=X vs. EWT — Risk / Return Rank

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

TWDUSD=X
TWDUSD=X Risk / Return Rank: 55
Overall Rank
TWDUSD=X Sharpe Ratio Rank: 55
Sharpe Ratio Rank
TWDUSD=X Sortino Ratio Rank: 44
Sortino Ratio Rank
TWDUSD=X Omega Ratio Rank: 55
Omega Ratio Rank
TWDUSD=X Calmar Ratio Rank: 33
Calmar Ratio Rank
TWDUSD=X Martin Ratio Rank: 1010
Martin Ratio Rank

EWT
EWT Risk / Return Rank: 9494
Overall Rank
EWT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EWT Sortino Ratio Rank: 9090
Sortino Ratio Rank
EWT Omega Ratio Rank: 9292
Omega Ratio Rank
EWT Calmar Ratio Rank: 9797
Calmar Ratio Rank
EWT Martin Ratio Rank: 9595
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.

TWDUSD=X vs. EWT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TWD/USD (TWDUSD=X) and iShares MSCI Taiwan ETF (EWT). 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.


TWDUSD=XEWTDifference
Sharpe ratioReturn per unit of total volatility

-4.27

Sortino ratioReturn per unit of downside risk

-5.24

Omega ratioGain probability vs. loss probability

0.79

1.48

-0.69

Calmar ratioReturn relative to maximum drawdown

-0.76

8.03

-8.79

Martin ratioReturn relative to average drawdown

-1.08

21.65

-22.73

TWDUSD=X vs. EWT - Sharpe Ratio Comparison

The current TWDUSD=X Sharpe Ratio is -1.35, which is lower than the EWT Sharpe Ratio of 2.92. The chart below compares the historical Sharpe Ratios of TWDUSD=X and EWT, 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

TWDUSD=X vs. EWT - Drawdown Comparison

The maximum TWDUSD=X drawdown since its inception was -17.28%, smaller than the maximum EWT drawdown of -64.37%. Use the drawdown chart below to compare losses from any high point for TWDUSD=X and EWT.


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Drawdown Indicators


TWDUSD=XEWTDifference

Max Drawdown

Largest peak-to-trough decline

-17.28%

-64.37%

+47.09%

Max Drawdown (1Y)

Largest decline over 1 year

-9.12%

-10.51%

+1.39%

Max Drawdown (3Y)

Largest decline over 3 years

-10.16%

-25.66%

+15.50%

Max Drawdown (5Y)

Largest decline over 5 years

-17.28%

-38.88%

+21.60%

Max Drawdown (10Y)

Largest decline over 10 years

-17.28%

-38.88%

+21.60%

Current Drawdown

Current decline from peak

-14.46%

-8.11%

-6.35%

Average Drawdown

Average peak-to-trough decline

-6.93%

-19.10%

+12.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

3.89%

-0.31%

Volatility

TWDUSD=X vs. EWT - Volatility Comparison

The current volatility for TWD/USD (TWDUSD=X) is 1.02%, while iShares MSCI Taiwan ETF (EWT) has a volatility of 12.95%. This indicates that TWDUSD=X experiences smaller price fluctuations and is considered to be less risky than EWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TWDUSD=XEWTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.02%

12.95%

-11.93%

Volatility (6M)

Calculated over the trailing 6-month period

3.18%

25.55%

-22.37%

Volatility (1Y)

Calculated over the trailing 1-year period

5.14%

28.88%

-23.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.21%

23.49%

-17.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.56%

21.94%

-16.38%

Frequently Asked Questions


TWDUSD=X and EWT have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EWT has higher volatility (12.95%) compared to TWDUSD=X (1.02%). In terms of maximum drawdown, TWDUSD=X dropped -17.28% vs EWT's -64.37%.

EWT currently has the higher Sharpe Ratio (2.92 vs -1.35), 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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