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^SIXM vs. ^SIXE
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SIXM and ^SIXE is 0.62, 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

^SIXM vs. ^SIXE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Financial Select Sector Index (^SIXM) and Energy Select Sector Index (^SIXE). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
19.18%
2.96%
^SIXM
^SIXE

Key characteristics

Sharpe Ratio

^SIXM:

2.12

^SIXE:

0.52

Sortino Ratio

^SIXM:

3.05

^SIXE:

0.81

Omega Ratio

^SIXM:

1.40

^SIXE:

1.10

Calmar Ratio

^SIXM:

3.97

^SIXE:

0.60

Martin Ratio

^SIXM:

11.56

^SIXE:

1.23

Ulcer Index

^SIXM:

2.61%

^SIXE:

7.62%

Daily Std Dev

^SIXM:

14.20%

^SIXE:

17.86%

Max Drawdown

^SIXM:

-52.30%

^SIXE:

-75.97%

Current Drawdown

^SIXM:

0.00%

^SIXE:

-7.36%

Returns By Period

In the year-to-date period, ^SIXM achieves a 7.78% return, which is significantly higher than ^SIXE's 5.93% return. Over the past 10 years, ^SIXM has outperformed ^SIXE with an annualized return of 10.20%, while ^SIXE has yielded a comparatively lower 1.75% annualized return.


^SIXM

YTD

7.78%

1M

3.82%

6M

19.02%

1Y

31.66%

5Y*

11.02%

10Y*

10.20%

^SIXE

YTD

5.93%

1M

-3.44%

6M

3.05%

1Y

6.80%

5Y*

11.21%

10Y*

1.75%

*Annualized

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Risk-Adjusted Performance

^SIXM vs. ^SIXE — Risk-Adjusted Performance Rank

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

^SIXM
The Risk-Adjusted Performance Rank of ^SIXM is 9595
Overall Rank
The Sharpe Ratio Rank of ^SIXM is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SIXM is 9696
Sortino Ratio Rank
The Omega Ratio Rank of ^SIXM is 9696
Omega Ratio Rank
The Calmar Ratio Rank of ^SIXM is 9696
Calmar Ratio Rank
The Martin Ratio Rank of ^SIXM is 9292
Martin Ratio Rank

^SIXE
The Risk-Adjusted Performance Rank of ^SIXE is 3333
Overall Rank
The Sharpe Ratio Rank of ^SIXE is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SIXE is 3131
Sortino Ratio Rank
The Omega Ratio Rank of ^SIXE is 2929
Omega Ratio Rank
The Calmar Ratio Rank of ^SIXE is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ^SIXE is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^SIXM vs. ^SIXE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Financial Select Sector Index (^SIXM) and Energy Select Sector Index (^SIXE). 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 ^SIXM, currently valued at 2.12, compared to the broader market-0.500.000.501.001.502.002.502.120.34
The chart of Sortino ratio for ^SIXM, currently valued at 3.05, compared to the broader market0.001.002.003.003.050.57
The chart of Omega ratio for ^SIXM, currently valued at 1.40, compared to the broader market1.001.201.401.601.401.07
The chart of Calmar ratio for ^SIXM, currently valued at 3.97, compared to the broader market0.001.002.003.004.003.970.38
The chart of Martin ratio for ^SIXM, currently valued at 11.56, compared to the broader market0.005.0010.0015.0020.0011.560.78
^SIXM
^SIXE

The current ^SIXM Sharpe Ratio is 2.12, which is higher than the ^SIXE Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of ^SIXM and ^SIXE, 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
2.12
0.34
^SIXM
^SIXE

Drawdowns

^SIXM vs. ^SIXE - Drawdown Comparison

The maximum ^SIXM drawdown since its inception was -52.30%, smaller than the maximum ^SIXE drawdown of -75.97%. Use the drawdown chart below to compare losses from any high point for ^SIXM and ^SIXE. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February0
-7.36%
^SIXM
^SIXE

Volatility

^SIXM vs. ^SIXE - Volatility Comparison

The current volatility for Financial Select Sector Index (^SIXM) is 2.90%, while Energy Select Sector Index (^SIXE) has a volatility of 6.23%. This indicates that ^SIXM experiences smaller price fluctuations and is considered to be less risky than ^SIXE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
2.90%
6.23%
^SIXM
^SIXE
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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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