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^VIX vs. SPY
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^VIX and SPY is -0.75. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.7

Performance

^VIX vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBOE Volatility Index (^VIX) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
82.50%
8.40%
^VIX
SPY

Key characteristics

Sharpe Ratio

^VIX:

0.57

SPY:

2.17

Sortino Ratio

^VIX:

2.17

SPY:

2.88

Omega Ratio

^VIX:

1.26

SPY:

1.41

Calmar Ratio

^VIX:

0.96

SPY:

3.19

Martin Ratio

^VIX:

2.15

SPY:

14.10

Ulcer Index

^VIX:

38.41%

SPY:

1.90%

Daily Std Dev

^VIX:

142.23%

SPY:

12.39%

Max Drawdown

^VIX:

-88.70%

SPY:

-55.19%

Current Drawdown

^VIX:

-70.87%

SPY:

-3.19%

Returns By Period

In the year-to-date period, ^VIX achieves a 93.49% return, which is significantly higher than SPY's 24.97% return. Over the past 10 years, ^VIX has underperformed SPY with an annualized return of 4.52%, while SPY has yielded a comparatively higher 12.92% annualized return.


^VIX

YTD

93.49%

1M

47.34%

6M

81.40%

1Y

76.23%

5Y*

13.50%

10Y*

4.52%

SPY

YTD

24.97%

1M

-0.32%

6M

8.25%

1Y

26.85%

5Y*

14.57%

10Y*

12.92%

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Risk-Adjusted Performance

^VIX vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBOE Volatility Index (^VIX) and SPDR S&P 500 ETF (SPY). 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 ^VIX, currently valued at 0.50, compared to the broader market-1.000.001.002.000.502.17
The chart of Sortino ratio for ^VIX, currently valued at 2.07, compared to the broader market-1.000.001.002.003.002.072.89
The chart of Omega ratio for ^VIX, currently valued at 1.25, compared to the broader market0.800.901.001.101.201.301.401.251.42
The chart of Calmar ratio for ^VIX, currently valued at 0.84, compared to the broader market0.001.002.003.004.000.843.18
The chart of Martin ratio for ^VIX, currently valued at 1.86, compared to the broader market0.005.0010.0015.001.8614.10
^VIX
SPY

The current ^VIX Sharpe Ratio is 0.57, which is lower than the SPY Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of ^VIX and SPY, 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.50
2.17
^VIX
SPY

Drawdowns

^VIX vs. SPY - Drawdown Comparison

The maximum ^VIX drawdown since its inception was -88.70%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^VIX and SPY. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-70.87%
-3.19%
^VIX
SPY

Volatility

^VIX vs. SPY - Volatility Comparison

CBOE Volatility Index (^VIX) has a higher volatility of 61.59% compared to SPDR S&P 500 ETF (SPY) at 3.59%. This indicates that ^VIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
61.59%
3.59%
^VIX
SPY
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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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