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VIXM vs. VXZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIXM and VXZ is 0.89, 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

VIXM vs. VXZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares VIX Mid-Term Futures ETF (VIXM) and iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ). The values are adjusted to include any dividend payments, if applicable.

-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-25.01%
-20.75%
VIXM
VXZ

Key characteristics

Sharpe Ratio

VIXM:

-0.20

VXZ:

-0.22

Sortino Ratio

VIXM:

-0.04

VXZ:

-0.13

Omega Ratio

VIXM:

1.00

VXZ:

0.98

Calmar Ratio

VIXM:

-0.08

VXZ:

-0.10

Martin Ratio

VIXM:

-0.40

VXZ:

-0.43

Ulcer Index

VIXM:

19.13%

VXZ:

15.73%

Daily Std Dev

VIXM:

38.26%

VXZ:

30.36%

Max Drawdown

VIXM:

-96.23%

VXZ:

-69.00%

Current Drawdown

VIXM:

-95.79%

VXZ:

-65.25%

Returns By Period

In the year-to-date period, VIXM achieves a -8.36% return, which is significantly lower than VXZ's -7.51% return.


VIXM

YTD

-8.36%

1M

9.25%

6M

6.67%

1Y

-9.55%

5Y*

-6.10%

10Y*

-13.04%

VXZ

YTD

-7.51%

1M

9.68%

6M

7.14%

1Y

-8.89%

5Y*

-5.32%

10Y*

N/A

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

VIXM vs. VXZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares VIX Mid-Term Futures ETF (VIXM) and iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ). 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 VIXM, currently valued at -0.20, compared to the broader market0.002.004.00-0.20-0.22
The chart of Sortino ratio for VIXM, currently valued at -0.04, compared to the broader market-2.000.002.004.006.008.0010.00-0.04-0.13
The chart of Omega ratio for VIXM, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.001.000.98
The chart of Calmar ratio for VIXM, currently valued at -0.11, compared to the broader market0.005.0010.0015.00-0.11-0.10
The chart of Martin ratio for VIXM, currently valued at -0.40, compared to the broader market0.0020.0040.0060.0080.00100.00-0.40-0.43
VIXM
VXZ

The current VIXM Sharpe Ratio is -0.20, which is comparable to the VXZ Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of VIXM and VXZ, 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-1.50-1.00-0.500.00JulyAugustSeptemberOctoberNovemberDecember
-0.20
-0.22
VIXM
VXZ

Dividends

VIXM vs. VXZ - Dividend Comparison

Neither VIXM nor VXZ has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

VIXM vs. VXZ - Drawdown Comparison

The maximum VIXM drawdown since its inception was -96.23%, which is greater than VXZ's maximum drawdown of -69.00%. Use the drawdown chart below to compare losses from any high point for VIXM and VXZ. For additional features, visit the drawdowns tool.


-70.00%-68.00%-66.00%-64.00%-62.00%-60.00%-58.00%JulyAugustSeptemberOctoberNovemberDecember
-67.05%
-65.25%
VIXM
VXZ

Volatility

VIXM vs. VXZ - Volatility Comparison

The current volatility for ProShares VIX Mid-Term Futures ETF (VIXM) is 6.60%, while iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ) has a volatility of 6.96%. This indicates that VIXM experiences smaller price fluctuations and is considered to be less risky than VXZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
6.60%
6.96%
VIXM
VXZ
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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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