WAGA.PA vs. HLLVX

Last updated Jun 5, 2026

WAGA.PA (Waga Energy SA) is a stock, while HLLVX (JPMorgan Short Duration Bond Fund) is Short-Term Bond fund managed by JPMorgan. Over the past 3 years, WAGA.PA returned -3.82%/yr vs 2.10%/yr for HLLVX. At a correlation of -0.09, they often move in opposite directions.

Performance

WAGA.PA vs. HLLVX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Waga Energy SA (WAGA.PA) and JPMorgan Short Duration Bond Fund (HLLVX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

WAGA.PA is traded in EUR, while HLLVX is traded in USD. To make them comparable, the HLLVX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, WAGA.PA achieves a -4.49% return, which is significantly lower than HLLVX's 1.55% return.

WAGA.PA

• 1D: -0.21%
• 1M: 0.86%
• YTD: -4.49%
• 6M: 5.17%
• 1Y: 40.46%
• 3Y*: -3.82%
• 5Y*: —
• 10Y*: —

HLLVX

• 1D: 0.19%
• 1M: 0.87%
• YTD: 1.55%
• 6M: 1.03%
• 1Y: 1.74%
• 3Y*: 2.10%
• 5Y*: 3.35%
• 10Y*: 2.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WAGA.PA vs. HLLVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WAGA.PA Waga Energy SA	-4.49%	53.12%	-37.13%	-10.70%	0.71%	8.02%
HLLVX JPMorgan Short Duration Bond Fund	1.55%	-6.96%	12.09%	2.24%	2.26%	1.86%

Correlation

The correlation between WAGA.PA and HLLVX 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 (3Y) Calculated over the trailing 3-year period	-0.06
Correlation (All Time) Calculated using the full available price history since Oct 28, 2021	-0.09

Return for Risk

WAGA.PA vs. HLLVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WAGA.PA

WAGA.PA Risk / Return Rank: 84
WAGA.PA Sharpe Ratio Rank: 72
WAGA.PA Sortino Ratio Rank: 90
WAGA.PA Omega Ratio Rank: 93
WAGA.PA Calmar Ratio Rank: 85
WAGA.PA Martin Ratio Rank: 80

HLLVX

HLLVX Risk / Return Rank: 74
HLLVX Sharpe Ratio Rank: 74
HLLVX Sortino Ratio Rank: 85
HLLVX Omega Ratio Rank: 84
HLLVX Calmar Ratio Rank: 72
HLLVX Martin Ratio Rank: 54

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WAGA.PA vs. HLLVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Waga Energy SA (WAGA.PA) and JPMorgan Short Duration Bond Fund (HLLVX). 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.

	WAGA.PA	HLLVX	Difference
Sharpe ratio: Return per unit of total volatility	1.00	0.27	+0.73
Sortino ratio: Return per unit of downside risk	3.19	0.42	+2.77
Omega ratio: Gain probability vs. loss probability	1.51	1.05	+0.46
Calmar ratio: Return relative to maximum drawdown	3.43	0.41	+3.02
Martin ratio: Return relative to average drawdown	6.68	0.97	+5.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WAGA.PA vs. HLLVX - Sharpe Ratio Comparison

The current WAGA.PA Sharpe Ratio is 1.00, which is higher than the HLLVX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of WAGA.PA and HLLVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WAGA.PA	HLLVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.00	0.27	+0.73
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.47	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.35	-0.40

Drawdowns

WAGA.PA vs. HLLVX - Drawdown Comparison

The maximum WAGA.PA drawdown since its inception was -77.39%, which is greater than HLLVX's maximum drawdown of -17.88%. Use the drawdown chart below to compare losses from any high point for WAGA.PA and HLLVX.

Drawdown Indicators

	WAGA.PA	HLLVX	Difference
Max Drawdown Largest peak-to-trough decline	-77.39%	-17.88%	-59.51%
Max Drawdown (1Y) Largest decline over 1 year	-11.63%	-3.75%	-7.88%
Max Drawdown (3Y) Largest decline over 3 years	-71.13%	-10.65%	-60.48%
Max Drawdown (5Y) Largest decline over 5 years	—	-12.03%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-16.47%	—
Current Drawdown Current decline from peak	-38.90%	-6.46%	-32.44%
Average Drawdown Average peak-to-trough decline	-36.94%	-6.33%	-30.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.44%	1.62%	+2.82%

Volatility

WAGA.PA vs. HLLVX - Volatility Comparison

Waga Energy SA (WAGA.PA) has a higher volatility of 4.47% compared to JPMorgan Short Duration Bond Fund (HLLVX) at 1.00%. This indicates that WAGA.PA's price experiences larger fluctuations and is considered to be riskier than HLLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WAGA.PA	HLLVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.47%	1.00%	+3.47%
Volatility (6M) Calculated over the trailing 6-month period	17.13%	4.00%	+13.13%
Volatility (1Y) Calculated over the trailing 1-year period	39.97%	5.78%	+34.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.25%	7.23%	+40.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.25%	7.12%	+40.13%

Dividends

WAGA.PA vs. HLLVX - Dividend Comparison

WAGA.PA has not paid dividends to shareholders, while HLLVX's dividend yield for the trailing twelve months is around 3.87%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HLLVX JPMorgan Short Duration Bond Fund	3.87%	4.21%	3.98%	2.95%	1.45%	1.21%	2.03%	2.40%	1.71%	1.23%	0.95%	0.99%
WAGA.PA Waga Energy SA	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WAGA.PA and HLLVX in my portfolio?

WAGA.PA and HLLVX 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.