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S&P Global 1200 Index

Performance

^SGLY Performance Chart

S&P Global 1200 Index (^SGLY) is up 11.6% since the beginning of the year. ^SGLY is currently trading at $5,473 per share. Investors who bought $1,000 worth of ^SGLY shares 5 years ago would now be looking at an investment worth $1,647.


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S&P 500 Index

Returns By Period

S&P Global 1200 Index (^SGLY) has returned 11.59% so far this year and 28.25% over the past 12 months. Over the last ten years, ^SGLY has returned 11.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


S&P Global 1200 Index

1D
-0.74%
1M
4.91%
YTD
11.59%
6M
12.55%
1Y
28.25%
3Y*
19.90%
5Y*
10.49%
10Y*
11.41%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^SGLY Monthly Returns History

Based on dividend-adjusted daily data since May 31, 2006, ^SGLY's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.2%, while the worst month was Oct 2008 at -19.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^SGLY closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +9.8%, while the worst single day was Mar 12, 2020 at -9.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.82%1.22%-6.99%9.97%5.09%-0.24%11.59%
20253.21%-0.42%-4.35%0.45%5.67%4.33%1.18%2.52%3.50%2.17%0.13%0.99%20.76%
20240.84%4.27%3.23%-3.72%4.28%2.09%1.58%2.35%1.84%-2.02%3.69%-2.47%16.70%
20237.07%-2.99%3.09%1.51%-1.18%5.77%3.10%-2.65%-4.51%-2.77%8.93%4.63%20.68%
2022-4.70%-2.82%2.37%-8.08%0.26%-8.73%7.24%-4.38%-9.64%6.70%7.81%-4.30%-18.65%
2021-0.87%2.42%3.19%4.34%1.45%1.02%1.09%2.28%-4.36%5.38%-2.04%4.30%19.27%

Benchmark Metrics

S&P Global 1200 Index has an annualized alpha of -0.88%, beta of 0.80, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since June 01, 2006.

  • This index participated in 103.42% of S&P 500 Index downside but only 91.38% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.88%
Beta
0.80
0.86
Upside Capture
91.38%
Downside Capture
103.42%

Return for Risk

Risk / Return Rank

^SGLY ranks 84 for risk / return — in the top 84% of indices on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


^SGLY Risk / Return Rank: 8484
Overall Rank
^SGLY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
^SGLY Sortino Ratio Rank: 9090
Sortino Ratio Rank
^SGLY Omega Ratio Rank: 9191
Omega Ratio Rank
^SGLY Calmar Ratio Rank: 7171
Calmar Ratio Rank
^SGLY Martin Ratio Rank: 8181
Martin Ratio Rank
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for S&P Global 1200 Index (^SGLY) and compare them to S&P 500 Index.


^SGLYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.54

Omega ratioGain probability vs. loss probability

1.48

1.41

+0.07

Calmar ratioReturn relative to maximum drawdown

2.92

2.93

-0.01

Martin ratioReturn relative to average drawdown

13.10

13.52

-0.42

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the S&P Global 1200 Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the S&P Global 1200 Index was 59.24%, occurring on Mar 9, 2009. Recovery took 1345 trading sessions.

The current S&P Global 1200 Index drawdown is 0.74%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-59.24%Mar 2009
1y 4mo5y 2mo
6y 6moNov 2007 - May 2014
COVID crash2020
-33.86%Mar 2020
1mo 9d5mo 6d
6mo 15dFeb 2020 - Aug 2020
Bear market2022
-26.85%Oct 2022
9mo 10d1y 3mo
2y 1moJan 2022 - Feb 2024
Rate-hike selloffLate 2018
-20.31%Dec 2018
11mo10mo 16d
1y 9moJan 2018 - Nov 2019
2016 correction2016
-19.00%Feb 2016
8mo 25d11mo 19d
1y 8moMay 2015 - Jan 2017

Drawdown Indicators


^SGLYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.24%

-56.78%

-2.46%

Max Drawdown (1Y)

Largest decline over 1 year

-9.35%

-9.10%

-0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-16.40%

-18.90%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-26.85%

-25.43%

-1.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.86%

-33.92%

+0.06%

Current Drawdown

Current decline from peak

-0.74%

-0.74%

0.00%

Average Drawdown

Average peak-to-trough decline

-11.22%

-10.72%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

1.97%

+0.14%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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