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UTHY vs. CRAK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UTHY vs. CRAK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Treasury 30 Year Bond ETF (UTHY) and VanEck Oil Refiners ETF (CRAK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UTHY achieves a -2.44% return, which is significantly lower than CRAK's 45.15% return.


UTHY

1D
0.77%
1M
-2.84%
6M
-2.13%
YTD
-2.44%
1Y
-1.50%
3Y*
-1.17%
5Y*
10Y*
ALL TIME*
-3.02%

CRAK

1D
0.55%
1M
14.71%
6M
27.91%
YTD
45.15%
1Y
66.59%
3Y*
22.53%
5Y*
18.41%
10Y*
14.30%
ALL TIME*
12.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$22.28M$18.66M$9.72M
$5.77M$5.13M$5.93M

UTHY vs. CRAK - Yearly Performance Comparison


2026 (YTD)202520242023
UTHY
US Treasury 30 Year Bond ETF
-2.44%3.47%-8.07%-2.77%
CRAK
VanEck Oil Refiners ETF
45.15%39.11%-15.05%14.95%

Correlation

The correlation between UTHY and CRAK is -0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.08

Correlation (3Y)
Balances recent behavior with more history.

0.00

Correlation (All Time)
Calculated using the full available price history since Mar 28, 2023

0.00

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Return for Risk

UTHY vs. CRAK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UTHY
UTHY Risk / Return Rank: 88
Overall Rank
UTHY Sharpe Ratio Rank: 88
Sharpe Ratio Rank
UTHY Sortino Ratio Rank: 77
Sortino Ratio Rank
UTHY Omega Ratio Rank: 77
Omega Ratio Rank
UTHY Calmar Ratio Rank: 88
Calmar Ratio Rank
UTHY Martin Ratio Rank: 77
Martin Ratio Rank

CRAK
CRAK Risk / Return Rank: 9494
Overall Rank
CRAK Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CRAK Sortino Ratio Rank: 9595
Sortino Ratio Rank
CRAK Omega Ratio Rank: 9494
Omega Ratio Rank
CRAK Calmar Ratio Rank: 9393
Calmar Ratio Rank
CRAK Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UTHY vs. CRAK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for US Treasury 30 Year Bond ETF (UTHY) and VanEck Oil Refiners ETF (CRAK). 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.


UTHYCRAKDifference
Sharpe ratioReturn per unit of total volatility

-3.50

Sortino ratioReturn per unit of downside risk

-4.43

Omega ratioGain probability vs. loss probability

0.98

1.54

-0.56

Calmar ratioReturn relative to maximum drawdown

-0.20

4.92

-5.13

Martin ratioReturn relative to average drawdown

-0.44

16.23

-16.66

UTHY vs. CRAK - Sharpe Ratio Comparison

The current UTHY Sharpe Ratio is -0.17, which is lower than the CRAK Sharpe Ratio of 3.33. The chart below compares the historical Sharpe Ratios of UTHY and CRAK, 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

UTHY vs. CRAK - Drawdown Comparison

The maximum UTHY drawdown since its inception was -21.86%, smaller than the maximum CRAK drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for UTHY and CRAK.


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Drawdown Indicators


UTHYCRAKDifference

Max Drawdown

Largest peak-to-trough decline

-21.86%

-58.80%

+36.94%

Max Drawdown (1Y)

Largest decline over 1 year

-7.41%

-13.59%

+6.18%

Max Drawdown (3Y)

Largest decline over 3 years

-14.90%

-35.61%

+20.71%

Max Drawdown (5Y)

Largest decline over 5 years

-35.61%

Max Drawdown (10Y)

Largest decline over 10 years

-58.80%

Current Drawdown

Current decline from peak

-13.30%

-2.47%

-10.83%

Average Drawdown

Average peak-to-trough decline

-10.75%

-12.39%

+1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.46%

4.12%

-0.66%

Volatility

UTHY vs. CRAK - Volatility Comparison

The current volatility for US Treasury 30 Year Bond ETF (UTHY) is 2.54%, while VanEck Oil Refiners ETF (CRAK) has a volatility of 6.96%. This indicates that UTHY experiences smaller price fluctuations and is considered to be less risky than CRAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTHYCRAKDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.54%

6.96%

-4.42%

Volatility (6M)

Calculated over the trailing 6-month period

6.63%

16.16%

-9.53%

Volatility (1Y)

Calculated over the trailing 1-year period

8.92%

20.09%

-11.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.46%

20.76%

-7.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.46%

22.26%

-8.80%

UTHY vs. CRAK - Expense Ratio Comparison

UTHY has a 0.15% expense ratio, which is lower than CRAK's 0.62% expense ratio.


Dividends

UTHY vs. CRAK - Dividend Comparison

UTHY's dividend yield for the trailing twelve months is around 4.81%, more than CRAK's 1.39% yield.


PositionTTM20252024202320222021202020192018201720162015
CRAK
VanEck Oil Refiners ETF
1.39%2.02%5.60%3.65%3.08%2.40%2.64%1.49%2.42%1.66%3.42%0.47%
UTHY
US Treasury 30 Year Bond ETF
4.81%4.53%4.58%2.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


UTHY and CRAK have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CRAK has higher volatility (6.96%) compared to UTHY (2.54%). In terms of maximum drawdown, UTHY dropped -21.86% vs CRAK's -58.80%.

On 3-year performance, CRAK leads with 22.53% vs -1.17% for UTHY. On fees, UTHY is cheaper at 0.15% per year. On volatility, UTHY has been the lower-risk option at 2.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, CRAK has performed better with a 22.53% return vs -1.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UTHY is cheaper with a 0.15% expense ratio, compared with 0.62% for CRAK.

UTHY has the higher dividend yield at 4.81%, compared with 1.39% for CRAK.

UTHY is categorized as Government Bonds, while CRAK is Energy Equities. UTHY tracks ICE BofA Current 30-Year US Treasury Index - Benchmark TR Gross, while CRAK tracks MVIS Global Oil Refiners Index. They also come from different issuers: US Benchmark Series and VanEck. Their fees differ too: 0.15% for UTHY and 0.62% for CRAK.

CRAK currently has the higher Sharpe Ratio (3.33 vs -0.17), 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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