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0941.HK vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 0941.HK and ^GSPC is 0.11, 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.


-0.50.00.51.00.1

Performance

0941.HK vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in China Mobile Ltd (0941.HK) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.61%
10.12%
0941.HK
^GSPC

Key characteristics

Sharpe Ratio

0941.HK:

1.68

^GSPC:

2.11

Sortino Ratio

0941.HK:

2.47

^GSPC:

2.82

Omega Ratio

0941.HK:

1.32

^GSPC:

1.39

Calmar Ratio

0941.HK:

1.54

^GSPC:

3.12

Martin Ratio

0941.HK:

7.25

^GSPC:

13.56

Ulcer Index

0941.HK:

4.23%

^GSPC:

1.95%

Daily Std Dev

0941.HK:

18.47%

^GSPC:

12.53%

Max Drawdown

0941.HK:

-80.80%

^GSPC:

-56.78%

Current Drawdown

0941.HK:

-1.55%

^GSPC:

-0.86%

Returns By Period

The year-to-date returns for both investments are quite close, with 0941.HK having a 25.65% return and ^GSPC slightly higher at 26.58%. Over the past 10 years, 0941.HK has underperformed ^GSPC with an annualized return of 3.53%, while ^GSPC has yielded a comparatively higher 11.21% annualized return.


0941.HK

YTD

25.65%

1M

6.95%

6M

5.12%

1Y

28.32%

5Y*

10.90%

10Y*

3.53%

^GSPC

YTD

26.58%

1M

0.27%

6M

10.12%

1Y

26.27%

5Y*

13.29%

10Y*

11.21%

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Risk-Adjusted Performance

0941.HK vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for China Mobile Ltd (0941.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.


Sharpe ratio
The chart of Sharpe ratio for 0941.HK, currently valued at 1.37, compared to the broader market-4.00-2.000.002.001.372.29
The chart of Sortino ratio for 0941.HK, currently valued at 2.04, compared to the broader market-4.00-2.000.002.004.002.043.03
The chart of Omega ratio for 0941.HK, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.43
The chart of Calmar ratio for 0941.HK, currently valued at 1.39, compared to the broader market0.002.004.006.001.393.36
The chart of Martin ratio for 0941.HK, currently valued at 5.72, compared to the broader market0.0010.0020.005.7214.72
0941.HK
^GSPC

The current 0941.HK Sharpe Ratio is 1.68, which is comparable to the ^GSPC Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of 0941.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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.37
2.29
0941.HK
^GSPC

Drawdowns

0941.HK vs. ^GSPC - Drawdown Comparison

The maximum 0941.HK drawdown since its inception was -80.80%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 0941.HK and ^GSPC. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.63%
-0.86%
0941.HK
^GSPC

Volatility

0941.HK vs. ^GSPC - Volatility Comparison

The current volatility for China Mobile Ltd (0941.HK) is 2.70%, while S&P 500 (^GSPC) has a volatility of 3.91%. This indicates that 0941.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%JulyAugustSeptemberOctoberNovemberDecember
2.70%
3.91%
0941.HK
^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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