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WMT vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

WMT vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Walmart Inc. (WMT) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


WMT

1D
0.80%
1M
-8.13%
YTD
7.98%
6M
6.15%
1Y
23.97%
3Y*
34.37%
5Y*
22.47%
10Y*
19.62%

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

WMT vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WMT
Walmart Inc.
7.98%24.49%73.99%12.88%-0.46%1.97%23.32%30.16%-3.43%46.56%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

WMT vs. USD=X — Risk / Return Rank

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

WMT
WMT Risk / Return Rank: 7171
Overall Rank
WMT Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
WMT Sortino Ratio Rank: 6767
Sortino Ratio Rank
WMT Omega Ratio Rank: 6767
Omega Ratio Rank
WMT Calmar Ratio Rank: 7070
Calmar Ratio Rank
WMT Martin Ratio Rank: 7676
Martin Ratio Rank

USD=X
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.

WMT vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) and USD Cash (USD=X). 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.


WMTUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

1.53

Martin ratioReturn relative to average drawdown

5.02

WMT vs. USD=X - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WMTUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

WMT vs. USD=X - Drawdown Comparison

The maximum WMT drawdown since its inception was -77.14%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for WMT and USD=X.


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Drawdown Indicators


WMTUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-77.14%

0.00%

-77.14%

Max Drawdown (1Y)

Largest decline over 1 year

-15.75%

0.00%

-15.75%

Max Drawdown (3Y)

Largest decline over 3 years

-21.93%

0.00%

-21.93%

Max Drawdown (5Y)

Largest decline over 5 years

-25.74%

0.00%

-25.74%

Max Drawdown (10Y)

Largest decline over 10 years

-25.74%

0.00%

-25.74%

Current Drawdown

Current decline from peak

-10.71%

0.00%

-10.71%

Average Drawdown

Average peak-to-trough decline

-14.63%

0.00%

-14.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.79%

0.00%

+4.79%

Volatility

WMT vs. USD=X - Volatility Comparison

Walmart Inc. (WMT) has a higher volatility of 10.26% compared to USD Cash (USD=X) at 0.00%. This indicates that WMT's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMTUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.26%

0.00%

+10.26%

Volatility (6M)

Calculated over the trailing 6-month period

18.59%

0.00%

+18.59%

Volatility (1Y)

Calculated over the trailing 1-year period

23.72%

0.00%

+23.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.68%

0.00%

+21.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.73%

0.00%

+21.73%

Frequently Asked Questions


WMT has higher volatility (10.26%) compared to USD=X (0.00%). In terms of maximum drawdown, WMT dropped -77.14% vs USD=X's 0.00%.

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