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

Correlation

The correlation between ^XNG and CL=F is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

^XNG vs. CL=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 WTI (CL=F). The values are adjusted to include any dividend payments, if applicable.

350.00%400.00%450.00%JulyAugustSeptemberOctoberNovemberDecember
371.40%
368.69%
^XNG
CL=F

Key characteristics

Sharpe Ratio

^XNG:

0.95

CL=F:

-0.43

Sortino Ratio

^XNG:

1.41

CL=F:

-0.44

Omega Ratio

^XNG:

1.17

CL=F:

0.95

Calmar Ratio

^XNG:

0.31

CL=F:

-0.22

Martin Ratio

^XNG:

4.56

CL=F:

-0.91

Ulcer Index

^XNG:

3.13%

CL=F:

13.07%

Daily Std Dev

^XNG:

15.00%

CL=F:

27.59%

Max Drawdown

^XNG:

-84.52%

CL=F:

-93.11%

Current Drawdown

^XNG:

-35.33%

CL=F:

-52.19%

Returns By Period

In the year-to-date period, ^XNG achieves a 12.98% return, which is significantly higher than CL=F's -3.06% return. Over the past 10 years, ^XNG has underperformed CL=F with an annualized return of -1.68%, while CL=F has yielded a comparatively higher 1.74% annualized return.


^XNG

YTD

12.98%

1M

-6.99%

6M

7.44%

1Y

12.85%

5Y*

13.28%

10Y*

-1.68%

CL=F

YTD

-3.06%

1M

0.86%

6M

-13.96%

1Y

-6.00%

5Y*

2.49%

10Y*

1.74%

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Risk-Adjusted Performance

^XNG vs. CL=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 WTI (CL=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 1.06, compared to the broader market0.001.002.001.06-0.43
The chart of Sortino ratio for ^XNG, currently valued at 1.57, compared to the broader market-1.000.001.002.003.001.57-0.44
The chart of Omega ratio for ^XNG, currently valued at 1.20, compared to the broader market0.901.001.101.201.301.401.200.95
The chart of Calmar ratio for ^XNG, currently valued at 0.33, compared to the broader market0.001.002.003.000.33-0.22
The chart of Martin ratio for ^XNG, currently valued at 5.41, compared to the broader market0.005.0010.0015.0020.005.41-0.91
^XNG
CL=F

The current ^XNG Sharpe Ratio is 0.95, which is higher than the CL=F Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of ^XNG and CL=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-0.500.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
1.06
-0.43
^XNG
CL=F

Drawdowns

^XNG vs. CL=F - Drawdown Comparison

The maximum ^XNG drawdown since its inception was -84.52%, smaller than the maximum CL=F drawdown of -93.11%. Use the drawdown chart below to compare losses from any high point for ^XNG and CL=F. For additional features, visit the drawdowns tool.


-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%JulyAugustSeptemberOctoberNovemberDecember
-35.33%
-52.19%
^XNG
CL=F

Volatility

^XNG vs. CL=F - Volatility Comparison

The current volatility for NYSE Arca Natural Gas Index (^XNG) is 4.67%, while Crude Oil WTI (CL=F) has a volatility of 6.86%. This indicates that ^XNG experiences smaller price fluctuations and is considered to be less risky than CL=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
4.67%
6.86%
^XNG
CL=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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