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UVIX vs. ^VIX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between UVIX and ^VIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

UVIX vs. ^VIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volatility Shares 2x Long VIX Futures ETF (UVIX) and CBOE Volatility Index (^VIX). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
-24.36%
39.08%
UVIX
^VIX

Key characteristics

Sharpe Ratio

UVIX:

-0.47

^VIX:

0.21

Sortino Ratio

UVIX:

-0.31

^VIX:

1.63

Omega Ratio

UVIX:

0.96

^VIX:

1.20

Calmar Ratio

UVIX:

-0.74

^VIX:

0.36

Martin Ratio

UVIX:

-1.23

^VIX:

0.80

Ulcer Index

UVIX:

60.50%

^VIX:

38.55%

Daily Std Dev

UVIX:

157.14%

^VIX:

143.98%

Max Drawdown

UVIX:

-99.77%

^VIX:

-88.70%

Current Drawdown

UVIX:

-99.66%

^VIX:

-77.80%

Returns By Period

In the year-to-date period, UVIX achieves a -67.15% return, which is significantly lower than ^VIX's 47.47% return.


UVIX

YTD

-67.15%

1M

17.75%

6M

-26.79%

1Y

-74.27%

5Y*

N/A

10Y*

N/A

^VIX

YTD

47.47%

1M

6.99%

6M

39.09%

1Y

34.51%

5Y*

7.69%

10Y*

2.10%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

UVIX vs. ^VIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Volatility Shares 2x Long VIX Futures ETF (UVIX) and CBOE Volatility Index (^VIX). 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.


Sharpe ratio
The chart of Sharpe ratio for UVIX, currently valued at -0.44, compared to the broader market0.002.004.00-0.440.21
The chart of Sortino ratio for UVIX, currently valued at -0.11, compared to the broader market-2.000.002.004.006.008.0010.00-0.111.63
The chart of Omega ratio for UVIX, currently valued at 0.99, compared to the broader market0.501.001.502.002.503.000.991.20
The chart of Calmar ratio for UVIX, currently valued at -0.69, compared to the broader market0.005.0010.0015.00-0.690.46
The chart of Martin ratio for UVIX, currently valued at -1.18, compared to the broader market0.0020.0040.0060.0080.00100.00-1.180.80
UVIX
^VIX

The current UVIX Sharpe Ratio is -0.47, which is lower than the ^VIX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of UVIX and ^VIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.44
0.21
UVIX
^VIX

Drawdowns

UVIX vs. ^VIX - Drawdown Comparison

The maximum UVIX drawdown since its inception was -99.77%, which is greater than ^VIX's maximum drawdown of -88.70%. Use the drawdown chart below to compare losses from any high point for UVIX and ^VIX. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-99.66%
-52.40%
UVIX
^VIX

Volatility

UVIX vs. ^VIX - Volatility Comparison

The current volatility for Volatility Shares 2x Long VIX Futures ETF (UVIX) is 41.14%, while CBOE Volatility Index (^VIX) has a volatility of 68.03%. This indicates that UVIX experiences smaller price fluctuations and is considered to be less risky than ^VIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
41.14%
68.03%
UVIX
^VIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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