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^GSPC vs. NVO
Performance
Return for Risk
Drawdowns
Volatility

Performance

^GSPC vs. NVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 Index (^GSPC) and Novo Nordisk A/S (NVO). 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 NVO's -10.74% return. Over the past 10 years, ^GSPC has outperformed NVO with an annualized return of 13.61%, while NVO has yielded a comparatively lower 7.56% annualized 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%

NVO

1D
-0.18%
1M
-6.80%
YTD
-10.74%
6M
-9.50%
1Y
-43.34%
3Y*
-15.59%
5Y*
2.92%
10Y*
7.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^GSPC vs. NVO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^GSPC
S&P 500 Index
8.56%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%
NVO
Novo Nordisk A/S
-10.74%-39.22%-15.93%54.84%22.66%63.52%23.33%28.70%-12.98%52.92%

Correlation

The correlation between ^GSPC and NVO is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.34

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

0.35

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

0.36

Correlation (All Time)
Calculated using the full available price history since Jan 4, 1982

0.32

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Return for Risk

^GSPC vs. NVO — 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

NVO
NVO Risk / Return Rank: 1212
Overall Rank
NVO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVO Omega Ratio Rank: 1010
Omega Ratio Rank
NVO Calmar Ratio Rank: 1212
Calmar Ratio Rank
NVO Martin Ratio Rank: 1616
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. NVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Index (^GSPC) and Novo Nordisk A/S (NVO). 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.


^GSPCNVODifference
Sharpe ratioReturn per unit of total volatility

+2.70

Sortino ratioReturn per unit of downside risk

+3.58

Omega ratioGain probability vs. loss probability

1.34

0.85

+0.49

Calmar ratioReturn relative to maximum drawdown

2.53

-0.80

+3.33

Martin ratioReturn relative to average drawdown

11.37

-1.18

+12.55

^GSPC vs. NVO - Sharpe Ratio Comparison

The current ^GSPC Sharpe Ratio is 1.86, which is higher than the NVO Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of ^GSPC and NVO, 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. NVO - Drawdown Comparison

The maximum ^GSPC drawdown since its inception was -56.78%, smaller than the maximum NVO drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for ^GSPC and NVO.


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Drawdown Indicators


^GSPCNVODifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

-74.70%

+17.92%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

-54.34%

+45.24%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

-74.70%

+55.80%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

-74.70%

+49.27%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

-74.70%

+40.78%

Current Drawdown

Current decline from peak

-2.34%

-68.11%

+65.77%

Average Drawdown

Average peak-to-trough decline

-10.72%

-17.79%

+7.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

37.62%

-35.60%

Volatility

^GSPC vs. NVO - Volatility Comparison

The current volatility for S&P 500 Index (^GSPC) is 4.43%, while Novo Nordisk A/S (NVO) has a volatility of 10.68%. This indicates that ^GSPC experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^GSPCNVODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.43%

10.68%

-6.25%

Volatility (6M)

Calculated over the trailing 6-month period

9.70%

38.04%

-28.34%

Volatility (1Y)

Calculated over the trailing 1-year period

12.38%

51.88%

-39.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.97%

38.33%

-21.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.09%

32.56%

-14.47%

Frequently Asked Questions


^GSPC and NVO have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVO has higher volatility (10.68%) compared to ^GSPC (4.43%). In terms of maximum drawdown, ^GSPC dropped -56.78% vs NVO's -74.70%.

^GSPC currently has the higher Sharpe Ratio (1.86 vs -0.84), 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 NVO

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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