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0386.HK vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 0386.HK and ^GSPC is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

0386.HK vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in China Petroleum & Chemical Corp Class H (0386.HK) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%December2025FebruaryMarchAprilMay
246.49%
409.38%
0386.HK
^GSPC

Key characteristics

Sharpe Ratio

0386.HK:

-0.43

^GSPC:

0.48

Sortino Ratio

0386.HK:

-0.29

^GSPC:

0.80

Omega Ratio

0386.HK:

0.96

^GSPC:

1.12

Calmar Ratio

0386.HK:

-0.30

^GSPC:

0.49

Martin Ratio

0386.HK:

-0.54

^GSPC:

1.90

Ulcer Index

0386.HK:

17.02%

^GSPC:

4.90%

Daily Std Dev

0386.HK:

27.57%

^GSPC:

19.37%

Max Drawdown

0386.HK:

-71.92%

^GSPC:

-56.78%

Current Drawdown

0386.HK:

-26.89%

^GSPC:

-7.82%

Returns By Period

In the year-to-date period, 0386.HK achieves a -10.99% return, which is significantly lower than ^GSPC's -3.70% return. Over the past 10 years, 0386.HK has underperformed ^GSPC with an annualized return of 1.93%, while ^GSPC has yielded a comparatively higher 10.43% annualized return.


0386.HK

YTD

-10.99%

1M

3.66%

6M

-9.57%

1Y

-11.48%

5Y*

11.77%

10Y*

1.93%

^GSPC

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

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Risk-Adjusted Performance

0386.HK vs. ^GSPC — Risk-Adjusted Performance Rank

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

0386.HK
The Risk-Adjusted Performance Rank of 0386.HK is 3232
Overall Rank
The Sharpe Ratio Rank of 0386.HK is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of 0386.HK is 2929
Sortino Ratio Rank
The Omega Ratio Rank of 0386.HK is 2929
Omega Ratio Rank
The Calmar Ratio Rank of 0386.HK is 3333
Calmar Ratio Rank
The Martin Ratio Rank of 0386.HK is 4141
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6767
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6969
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7171
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.

0386.HK vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for China Petroleum & Chemical Corp Class H (0386.HK) 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.


The current 0386.HK Sharpe Ratio is -0.43, which is lower than the ^GSPC Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of 0386.HK 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
-0.40
0.47
0386.HK
^GSPC

Drawdowns

0386.HK vs. ^GSPC - Drawdown Comparison

The maximum 0386.HK drawdown since its inception was -71.92%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 0386.HK and ^GSPC. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-27.00%
-7.82%
0386.HK
^GSPC

Volatility

0386.HK vs. ^GSPC - Volatility Comparison

The current volatility for China Petroleum & Chemical Corp Class H (0386.HK) is 3.56%, while S&P 500 (^GSPC) has a volatility of 11.21%. This indicates that 0386.HK experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
3.56%
11.21%
0386.HK
^GSPC