UBXG vs. VITAX
UBXG (U-BX Technology Ltd) is a stock, while VITAX (Vanguard Information Technology Index Fund Admiral Shares) is Technology Equities fund tracking the MSCI US Investable Market Information Technology 25/50 Index. Over the past year, UBXG returned -93.42% vs 41.11% for VITAX. At a 0.07 correlation, their price movements are largely independent.
Performance
UBXG vs. VITAX - Performance Comparison
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Returns By Period
In the year-to-date period, UBXG achieves a -89.50% return, which is significantly lower than VITAX's 25.25% return.
UBXG
- 1D
- 13.39%
- 1M
- -33.29%
- 6M
- -89.12%
- YTD
- -89.50%
- 1Y
- -93.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VITAX
- 1D
- 1.92%
- 1M
- 0.93%
- 6M
- 23.88%
- YTD
- 25.25%
- 1Y
- 41.11%
- 3Y*
- 29.87%
- 5Y*
- 19.04%
- 10Y*
- 25.08%
UBXG vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UBXG U-BX Technology Ltd | -89.50% | -40.64% | -95.79% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 25.25% | 21.78% | 18.91% |
Correlation
The correlation between UBXG and VITAX is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2024 | 0.07 |
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Return for Risk
UBXG vs. VITAX — Risk / Return Rank
UBXG
VITAX
UBXG vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U-BX Technology Ltd (UBXG) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
| UBXG | VITAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | -3.16 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.29 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.97 | 2.44 | -3.41 |
| Martin ratioReturn relative to average drawdown | -1.59 | 7.12 | -8.71 |
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Drawdowns
UBXG vs. VITAX - Drawdown Comparison
The maximum UBXG drawdown since its inception was -99.98%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for UBXG and VITAX.
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Drawdown Indicators
| UBXG | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.98% | -54.81% | -45.17% |
Max Drawdown (1Y)Largest decline over 1 year | -97.06% | -16.38% | -80.68% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.38% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -99.96% | -6.29% | -93.67% |
Average DrawdownAverage peak-to-trough decline | -84.25% | -8.01% | -76.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 59.04% | 5.60% | +53.44% |
Volatility
UBXG vs. VITAX - Volatility Comparison
U-BX Technology Ltd (UBXG) has a higher volatility of 86.84% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 9.81%. This indicates that UBXG's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBXG | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 86.84% | 9.81% | +77.03% |
Volatility (6M)Calculated over the trailing 6-month period | 172.41% | 19.33% | +153.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 195.66% | 23.28% | +172.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 177.32% | 25.86% | +151.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 177.32% | 25.02% | +152.30% |
Dividends
UBXG vs. VITAX - Dividend Comparison
UBXG has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.37%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBXG U-BX Technology Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.37% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
UBXG and VITAX have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBXG has higher volatility (86.84%) compared to VITAX (9.81%). In terms of maximum drawdown, UBXG dropped -99.98% vs VITAX's -54.81%.
VITAX currently has the higher Sharpe Ratio (1.72 vs -0.48), 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.
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