UAN vs. SCHD

In the year-to-date period, UAN achieves a 14.57% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, UAN has underperformed SCHD with an annualized return of 3.74%, while SCHD has yielded a comparatively higher 10.58% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for CVR Partners, LP (UAN) and Schwab US Dividend Equity ETF (SCHD). 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.

The current UAN Sharpe Ratio is 0.41, which is comparable to the SCHD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of UAN and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UAN's dividend yield for the trailing twelve months is around 8.58%, more than SCHD's 3.97% yield.

The maximum UAN drawdown since its inception was -96.77%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UAN and SCHD.

The current volatility for CVR Partners, LP (UAN) is 4.30%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that UAN experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.