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^BSE100 vs. MLM
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^BSE100 and MLM is 0.16, 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.


-0.50.00.51.00.2

Performance

^BSE100 vs. MLM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P BSE-100 (^BSE100) and Martin Marietta Materials, Inc. (MLM). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%JulyAugustSeptemberOctoberNovemberDecember
241.17%
705.97%
^BSE100
MLM

Key characteristics

Sharpe Ratio

^BSE100:

0.88

MLM:

0.43

Sortino Ratio

^BSE100:

1.23

MLM:

0.75

Omega Ratio

^BSE100:

1.19

MLM:

1.09

Calmar Ratio

^BSE100:

1.14

MLM:

0.53

Martin Ratio

^BSE100:

3.52

MLM:

1.13

Ulcer Index

^BSE100:

3.53%

MLM:

8.80%

Daily Std Dev

^BSE100:

14.09%

MLM:

23.14%

Max Drawdown

^BSE100:

-38.32%

MLM:

-63.73%

Current Drawdown

^BSE100:

-9.57%

MLM:

-13.78%

Returns By Period

In the year-to-date period, ^BSE100 achieves a 11.86% return, which is significantly higher than MLM's 7.55% return. Over the past 10 years, ^BSE100 has underperformed MLM with an annualized return of 11.83%, while MLM has yielded a comparatively higher 17.91% annualized return.


^BSE100

YTD

11.86%

1M

0.76%

6M

0.52%

1Y

14.48%

5Y*

15.37%

10Y*

11.83%

MLM

YTD

7.55%

1M

-8.69%

6M

-1.64%

1Y

8.96%

5Y*

15.17%

10Y*

17.91%

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Risk-Adjusted Performance

^BSE100 vs. MLM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P BSE-100 (^BSE100) and Martin Marietta Materials, Inc. (MLM). 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 ^BSE100, currently valued at 0.47, compared to the broader market0.001.002.000.470.36
The chart of Sortino ratio for ^BSE100, currently valued at 0.72, compared to the broader market-1.000.001.002.003.000.720.65
The chart of Omega ratio for ^BSE100, currently valued at 1.11, compared to the broader market0.901.001.101.201.301.401.111.08
The chart of Calmar ratio for ^BSE100, currently valued at 0.57, compared to the broader market0.001.002.003.000.570.43
The chart of Martin ratio for ^BSE100, currently valued at 1.69, compared to the broader market0.005.0010.0015.0020.001.690.90
^BSE100
MLM

The current ^BSE100 Sharpe Ratio is 0.88, which is higher than the MLM Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of ^BSE100 and MLM, 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.47
0.36
^BSE100
MLM

Drawdowns

^BSE100 vs. MLM - Drawdown Comparison

The maximum ^BSE100 drawdown since its inception was -38.32%, smaller than the maximum MLM drawdown of -63.73%. Use the drawdown chart below to compare losses from any high point for ^BSE100 and MLM. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.07%
-13.78%
^BSE100
MLM

Volatility

^BSE100 vs. MLM - Volatility Comparison

S&P BSE-100 (^BSE100) has a higher volatility of 4.91% compared to Martin Marietta Materials, Inc. (MLM) at 4.43%. This indicates that ^BSE100's price experiences larger fluctuations and is considered to be riskier than MLM 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%JulyAugustSeptemberOctoberNovemberDecember
4.91%
4.43%
^BSE100
MLM
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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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