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^XNG vs. BZ=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XNG and BZ=F is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

^XNG vs. BZ=F - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYSE Arca Natural Gas Index (^XNG) and Crude Oil Brent (BZ=F). The values are adjusted to include any dividend payments, if applicable.

350.00%400.00%450.00%500.00%550.00%JulyAugustSeptemberOctoberNovemberDecember
364.70%
434.86%
^XNG
BZ=F

Key characteristics

Sharpe Ratio

^XNG:

0.72

BZ=F:

-0.47

Sortino Ratio

^XNG:

1.10

BZ=F:

-0.50

Omega Ratio

^XNG:

1.13

BZ=F:

0.94

Calmar Ratio

^XNG:

0.24

BZ=F:

-0.21

Martin Ratio

^XNG:

3.53

BZ=F:

-0.84

Ulcer Index

^XNG:

3.08%

BZ=F:

13.38%

Daily Std Dev

^XNG:

15.02%

BZ=F:

24.38%

Max Drawdown

^XNG:

-84.52%

BZ=F:

-86.77%

Current Drawdown

^XNG:

-36.25%

BZ=F:

-50.42%

Returns By Period

In the year-to-date period, ^XNG achieves a 11.37% return, which is significantly higher than BZ=F's -6.00% return. Over the past 10 years, ^XNG has underperformed BZ=F with an annualized return of -1.69%, while BZ=F has yielded a comparatively higher 1.81% annualized return.


^XNG

YTD

11.37%

1M

-7.68%

6M

5.12%

1Y

12.66%

5Y*

12.96%

10Y*

-1.69%

BZ=F

YTD

-6.00%

1M

-0.78%

6M

-15.51%

1Y

-9.09%

5Y*

1.74%

10Y*

1.81%

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Risk-Adjusted Performance

^XNG vs. BZ=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NYSE Arca Natural Gas Index (^XNG) and Crude Oil Brent (BZ=F). 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 ^XNG, currently valued at 1.18, compared to the broader market-1.000.001.002.001.18-0.47
The chart of Sortino ratio for ^XNG, currently valued at 1.73, compared to the broader market-1.000.001.002.003.001.73-0.50
The chart of Omega ratio for ^XNG, currently valued at 1.23, compared to the broader market0.800.901.001.101.201.301.401.230.94
The chart of Calmar ratio for ^XNG, currently valued at 0.36, compared to the broader market0.001.002.003.004.000.36-0.21
The chart of Martin ratio for ^XNG, currently valued at 5.91, compared to the broader market0.005.0010.0015.005.91-0.84
^XNG
BZ=F

The current ^XNG Sharpe Ratio is 0.72, which is higher than the BZ=F Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of ^XNG and BZ=F, 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-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.18
-0.47
^XNG
BZ=F

Drawdowns

^XNG vs. BZ=F - Drawdown Comparison

The maximum ^XNG drawdown since its inception was -84.52%, roughly equal to the maximum BZ=F drawdown of -86.77%. Use the drawdown chart below to compare losses from any high point for ^XNG and BZ=F. For additional features, visit the drawdowns tool.


-50.00%-45.00%-40.00%-35.00%-30.00%JulyAugustSeptemberOctoberNovemberDecember
-36.25%
-50.42%
^XNG
BZ=F

Volatility

^XNG vs. BZ=F - Volatility Comparison

The current volatility for NYSE Arca Natural Gas Index (^XNG) is 4.23%, while Crude Oil Brent (BZ=F) has a volatility of 5.52%. This indicates that ^XNG experiences smaller price fluctuations and is considered to be less risky than BZ=F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.23%
5.52%
^XNG
BZ=F
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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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