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^GSPTSE vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^GSPTSE and ^GSPC is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

^GSPTSE vs. ^GSPC - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
8.75%
8.53%
^GSPTSE
^GSPC

Key characteristics

Sharpe Ratio

^GSPTSE:

1.91

^GSPC:

2.10

Sortino Ratio

^GSPTSE:

2.60

^GSPC:

2.80

Omega Ratio

^GSPTSE:

1.35

^GSPC:

1.39

Calmar Ratio

^GSPTSE:

2.85

^GSPC:

3.09

Martin Ratio

^GSPTSE:

12.69

^GSPC:

13.49

Ulcer Index

^GSPTSE:

1.53%

^GSPC:

1.94%

Daily Std Dev

^GSPTSE:

10.19%

^GSPC:

12.52%

Max Drawdown

^GSPTSE:

-49.99%

^GSPC:

-56.78%

Current Drawdown

^GSPTSE:

-4.25%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, ^GSPTSE achieves a 17.37% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, ^GSPTSE has underperformed ^GSPC with an annualized return of 5.39%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.


^GSPTSE

YTD

17.37%

1M

-1.75%

6M

14.12%

1Y

18.46%

5Y*

7.55%

10Y*

5.39%

^GSPC

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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Risk-Adjusted Performance

^GSPTSE vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P TSX Composite Index (Canada) (^GSPTSE) and S&P 500 (^GSPC). 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 ^GSPTSE, currently valued at 0.63, compared to the broader market0.001.002.000.631.92
The chart of Sortino ratio for ^GSPTSE, currently valued at 0.92, compared to the broader market-1.000.001.002.003.000.922.59
The chart of Omega ratio for ^GSPTSE, currently valued at 1.12, compared to the broader market0.901.001.101.201.301.401.121.36
The chart of Calmar ratio for ^GSPTSE, currently valued at 0.58, compared to the broader market0.001.002.003.000.582.83
The chart of Martin ratio for ^GSPTSE, currently valued at 3.85, compared to the broader market0.005.0010.0015.0020.003.8512.36
^GSPTSE
^GSPC

The current ^GSPTSE Sharpe Ratio is 1.91, which is comparable to the ^GSPC Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of ^GSPTSE and ^GSPC, 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 Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.63
1.92
^GSPTSE
^GSPC

Drawdowns

^GSPTSE vs. ^GSPC - Drawdown Comparison

The maximum ^GSPTSE drawdown since its inception was -49.99%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ^GSPTSE and ^GSPC. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.57%
-2.62%
^GSPTSE
^GSPC

Volatility

^GSPTSE vs. ^GSPC - Volatility Comparison

S&P TSX Composite Index (Canada) (^GSPTSE) has a higher volatility of 4.08% compared to S&P 500 (^GSPC) at 3.75%. This indicates that ^GSPTSE's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.08%
3.75%
^GSPTSE
^GSPC
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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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