USD=X vs. PFLT
USD=X (USD Cash) is a currency, while PFLT (PennantPark Floating Rate Capital Ltd.) is a stock. Over the past 10 years, USD=X returned 0.00%/yr vs 5.33%/yr for PFLT.
Performance
USD=X vs. PFLT - Performance Comparison
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Returns By Period
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
PFLT
- 1D
- -1.32%
- 1M
- -8.82%
- YTD
- -13.49%
- 6M
- -11.20%
- 1Y
- -17.85%
- 3Y*
- 0.05%
- 5Y*
- 0.63%
- 10Y*
- 5.33%
USD=X vs. PFLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFLT PennantPark Floating Rate Capital Ltd. | -13.49% | -4.17% | 0.62% | 23.05% | -5.53% | 32.64% | -1.41% | 15.52% | -8.29% | 5.49% |
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Return for Risk
USD=X vs. PFLT — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PFLT
USD=X vs. PFLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and PennantPark Floating Rate Capital Ltd. (PFLT). 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.
| USD=X | PFLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.87 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.82 | — |
| Martin ratioReturn relative to average drawdown | — | -1.50 | — |
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Drawdowns
USD=X vs. PFLT - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum PFLT drawdown of -69.77%. Use the drawdown chart below to compare losses from any high point for USD=X and PFLT.
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Drawdown Indicators
| USD=X | PFLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -69.77% | +69.77% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -21.90% | +21.90% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -22.96% | +22.96% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -29.64% | +29.64% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -69.77% | +69.77% |
Current DrawdownCurrent decline from peak | 0.00% | -22.85% | +22.85% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -8.33% | +8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 11.93% | -11.93% |
Volatility
USD=X vs. PFLT - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while PennantPark Floating Rate Capital Ltd. (PFLT) has a volatility of 8.03%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than PFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | PFLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 8.03% | -8.03% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 17.12% | -17.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 20.81% | -20.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 21.28% | -21.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 28.98% | -28.98% |
Frequently Asked Questions
PFLT has higher volatility (8.03%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs PFLT's -69.77%.
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