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^GSPC vs. FICO
Performance
Return for Risk
Drawdowns
Volatility

Performance

^GSPC vs. FICO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 Index (^GSPC) and Fair Isaac Corporation (FICO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ^GSPC achieves a 8.73% return, which is significantly higher than FICO's -25.24% return. Over the past 10 years, ^GSPC has underperformed FICO with an annualized return of 13.09%, while FICO has yielded a comparatively higher 26.66% annualized return.


^GSPC

1D
-0.19%
1M
-0.76%
6M
7.25%
YTD
8.73%
1Y
18.21%
3Y*
17.95%
5Y*
11.30%
10Y*
13.09%
ALL TIME*
8.08%

FICO

1D
0.53%
1M
15.26%
6M
-19.36%
YTD
-25.24%
1Y
-18.02%
3Y*
14.38%
5Y*
18.50%
10Y*
26.66%
ALL TIME*
20.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^GSPC vs. FICO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^GSPC
S&P 500 Index
8.73%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%
FICO
Fair Isaac Corporation
-25.24%-15.08%71.04%94.46%38.03%-15.14%36.39%100.36%22.06%28.52%

Correlation

The correlation between ^GSPC and FICO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Feb 25, 1992

0.44

Over the past year, the correlation between ^GSPC and FICO has dropped to 0.16 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.

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Return for Risk

^GSPC vs. FICO — Risk / Return Rank

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

^GSPC
^GSPC Risk / Return Rank: 6767
Overall Rank
^GSPC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6363
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 6767
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6161
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 7979
Martin Ratio Rank

FICO
FICO Risk / Return Rank: 3030
Overall Rank
FICO Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
FICO Sortino Ratio Rank: 2929
Sortino Ratio Rank
FICO Omega Ratio Rank: 2929
Omega Ratio Rank
FICO Calmar Ratio Rank: 3333
Calmar Ratio Rank
FICO Martin Ratio Rank: 3232
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.

^GSPC vs. FICO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Index (^GSPC) and Fair Isaac Corporation (FICO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


^GSPCFICODifference
Sharpe ratioReturn per unit of total volatility

+1.81

Sortino ratioReturn per unit of downside risk

+2.23

Omega ratioGain probability vs. loss probability

1.26

0.97

+0.29

Calmar ratioReturn relative to maximum drawdown

2.01

-0.36

+2.37

Martin ratioReturn relative to average drawdown

8.68

-0.68

+9.36

^GSPC vs. FICO - Sharpe Ratio Comparison

The current ^GSPC Sharpe Ratio is 1.45, which is higher than the FICO Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of ^GSPC and FICO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

^GSPC vs. FICO - Drawdown Comparison

The maximum ^GSPC drawdown since its inception was -56.78%, smaller than the maximum FICO drawdown of -79.26%. Use the drawdown chart below to compare losses from any high point for ^GSPC and FICO.


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Drawdown Indicators


^GSPCFICODifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

-79.26%

+22.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

-50.93%

+41.83%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

-61.28%

+42.38%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

-61.28%

+35.85%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

-61.28%

+27.36%

Current Drawdown

Current decline from peak

-2.19%

-46.95%

+44.76%

Average Drawdown

Average peak-to-trough decline

-10.70%

-18.12%

+7.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.10%

26.42%

-24.32%

Volatility

^GSPC vs. FICO - Volatility Comparison

The current volatility for S&P 500 Index (^GSPC) is 3.13%, while Fair Isaac Corporation (FICO) has a volatility of 11.12%. This indicates that ^GSPC experiences smaller price fluctuations and is considered to be less risky than FICO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^GSPCFICODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

11.12%

-7.99%

Volatility (6M)

Calculated over the trailing 6-month period

10.04%

39.98%

-29.94%

Volatility (1Y)

Calculated over the trailing 1-year period

12.62%

50.30%

-37.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.98%

41.04%

-24.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.06%

38.21%

-20.15%

Frequently Asked Questions


^GSPC and FICO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FICO has higher volatility (11.12%) compared to ^GSPC (3.13%). In terms of maximum drawdown, ^GSPC dropped -56.78% vs FICO's -79.26%.

^GSPC currently has the higher Sharpe Ratio (1.45 vs -0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ^GSPC and FICO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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