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^DXY vs. FEZ
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DXY and FEZ is -0.39. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.4

Performance

^DXY vs. FEZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Dollar Currency Index (^DXY) and SPDR EURO STOXX 50 ETF (FEZ). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
5.94%
6.58%
^DXY
FEZ

Key characteristics

Sharpe Ratio

^DXY:

0.50

FEZ:

1.07

Sortino Ratio

^DXY:

0.75

FEZ:

1.55

Omega Ratio

^DXY:

1.09

FEZ:

1.19

Calmar Ratio

^DXY:

0.08

FEZ:

1.50

Martin Ratio

^DXY:

1.30

FEZ:

3.34

Ulcer Index

^DXY:

2.29%

FEZ:

5.16%

Daily Std Dev

^DXY:

5.83%

FEZ:

16.09%

Max Drawdown

^DXY:

-56.70%

FEZ:

-64.21%

Current Drawdown

^DXY:

-35.01%

FEZ:

0.00%

Returns By Period

In the year-to-date period, ^DXY achieves a -1.32% return, which is significantly lower than FEZ's 14.91% return. Over the past 10 years, ^DXY has underperformed FEZ with an annualized return of 1.15%, while FEZ has yielded a comparatively higher 6.54% annualized return.


^DXY

YTD

-1.32%

1M

-2.10%

6M

5.53%

1Y

2.65%

5Y*

1.25%

10Y*

1.15%

FEZ

YTD

14.91%

1M

9.72%

6M

7.63%

1Y

16.11%

5Y*

9.66%

10Y*

6.54%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

^DXY vs. FEZ — Risk-Adjusted Performance Rank

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

^DXY
The Risk-Adjusted Performance Rank of ^DXY is 2828
Overall Rank
The Sharpe Ratio Rank of ^DXY is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DXY is 3131
Sortino Ratio Rank
The Omega Ratio Rank of ^DXY is 2828
Omega Ratio Rank
The Calmar Ratio Rank of ^DXY is 1515
Calmar Ratio Rank
The Martin Ratio Rank of ^DXY is 3333
Martin Ratio Rank

FEZ
The Risk-Adjusted Performance Rank of FEZ is 3939
Overall Rank
The Sharpe Ratio Rank of FEZ is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of FEZ is 3838
Sortino Ratio Rank
The Omega Ratio Rank of FEZ is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FEZ is 5151
Calmar Ratio Rank
The Martin Ratio Rank of FEZ is 3333
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^DXY vs. FEZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for US Dollar Currency Index (^DXY) and SPDR EURO STOXX 50 ETF (FEZ). 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 ^DXY, currently valued at 0.50, compared to the broader market-0.500.000.501.001.502.002.500.500.77
The chart of Sortino ratio for ^DXY, currently valued at 0.75, compared to the broader market0.001.002.003.000.751.16
The chart of Omega ratio for ^DXY, currently valued at 1.09, compared to the broader market1.001.201.401.601.091.14
The chart of Calmar ratio for ^DXY, currently valued at 0.25, compared to the broader market0.001.002.003.004.000.251.07
The chart of Martin ratio for ^DXY, currently valued at 1.30, compared to the broader market0.005.0010.0015.0020.001.302.35
^DXY
FEZ

The current ^DXY Sharpe Ratio is 0.50, which is lower than the FEZ Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of ^DXY and FEZ, 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-1.000.001.002.00SeptemberOctoberNovemberDecember2025February
0.50
0.77
^DXY
FEZ

Drawdowns

^DXY vs. FEZ - Drawdown Comparison

The maximum ^DXY drawdown since its inception was -56.70%, smaller than the maximum FEZ drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for ^DXY and FEZ. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-6.18%
0
^DXY
FEZ

Volatility

^DXY vs. FEZ - Volatility Comparison

The current volatility for US Dollar Currency Index (^DXY) is 2.20%, while SPDR EURO STOXX 50 ETF (FEZ) has a volatility of 4.48%. This indicates that ^DXY experiences smaller price fluctuations and is considered to be less risky than FEZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.20%
4.48%
^DXY
FEZ
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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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