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^GSPC vs. NIO
Performance
Return for Risk
Drawdowns
Volatility

Performance

^GSPC vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 Index (^GSPC) and NIO Inc. (NIO). 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 8.56% return, which is significantly higher than NIO's 2.16% return.


^GSPC

1D
0.50%
1M
-0.17%
YTD
8.56%
6M
8.85%
1Y
22.93%
3Y*
19.37%
5Y*
11.84%
10Y*
13.61%

NIO

1D
-0.38%
1M
-20.34%
YTD
2.16%
6M
3.58%
1Y
43.92%
3Y*
-16.32%
5Y*
-35.22%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

^GSPC vs. NIO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
^GSPC
S&P 500 Index
8.56%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-13.19%
NIO
NIO Inc.
2.16%16.97%-51.93%-6.97%-69.22%-35.00%1,112.44%-36.89%6.17%

Correlation

The correlation between ^GSPC and NIO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.28

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

0.39

Correlation (All Time)
Calculated using the full available price history since Sep 12, 2018

0.37

The correlation between ^GSPC and NIO shifts across timeframes, from 0.20 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

^GSPC vs. NIO — Risk / Return Rank

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

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6969
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7777
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6666
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8282
Martin Ratio Rank

NIO
NIO Risk / Return Rank: 6464
Overall Rank
NIO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NIO Sortino Ratio Rank: 6666
Sortino Ratio Rank
NIO Omega Ratio Rank: 6161
Omega Ratio Rank
NIO Calmar Ratio Rank: 6464
Calmar Ratio Rank
NIO Martin Ratio Rank: 6060
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. NIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Index (^GSPC) and NIO Inc. (NIO). 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.


^GSPCNIODifference
Sharpe ratioReturn per unit of total volatility

+1.16

Sortino ratioReturn per unit of downside risk

+1.10

Omega ratioGain probability vs. loss probability

1.34

1.16

+0.18

Calmar ratioReturn relative to maximum drawdown

2.53

1.01

+1.52

Martin ratioReturn relative to average drawdown

11.37

1.78

+9.59

^GSPC vs. NIO - Sharpe Ratio Comparison

The current ^GSPC Sharpe Ratio is 1.86, which is higher than the NIO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of ^GSPC and NIO, 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. NIO - Drawdown Comparison

The maximum ^GSPC drawdown since its inception was -56.78%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for ^GSPC and NIO.


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Drawdown Indicators


^GSPCNIODifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

-95.00%

+38.22%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

-43.73%

+34.63%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

-79.69%

+60.79%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

-94.10%

+68.67%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.34%

-91.71%

+89.37%

Average Drawdown

Average peak-to-trough decline

-10.72%

-67.90%

+57.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

24.74%

-22.72%

Volatility

^GSPC vs. NIO - Volatility Comparison

The current volatility for S&P 500 Index (^GSPC) is 4.43%, while NIO Inc. (NIO) has a volatility of 17.58%. This indicates that ^GSPC experiences smaller price fluctuations and is considered to be less risky than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^GSPCNIODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.43%

17.58%

-13.15%

Volatility (6M)

Calculated over the trailing 6-month period

9.70%

41.08%

-31.38%

Volatility (1Y)

Calculated over the trailing 1-year period

12.38%

62.74%

-50.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.97%

71.62%

-54.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.09%

86.66%

-68.57%

Frequently Asked Questions


^GSPC and NIO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NIO has higher volatility (17.58%) compared to ^GSPC (4.43%). In terms of maximum drawdown, ^GSPC dropped -56.78% vs NIO's -95.00%.

^GSPC currently has the higher Sharpe Ratio (1.86 vs 0.70), 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 NIO

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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