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

Correlation

The correlation between 0941.HK and ^GSPC is 0.10, 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

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.

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Key characteristics

Sharpe Ratio

0941.HK:

1.60

^GSPC:

0.66

Sortino Ratio

0941.HK:

2.04

^GSPC:

0.94

Omega Ratio

0941.HK:

1.29

^GSPC:

1.14

Calmar Ratio

0941.HK:

2.58

^GSPC:

0.60

Martin Ratio

0941.HK:

6.25

^GSPC:

2.28

Ulcer Index

0941.HK:

4.40%

^GSPC:

5.01%

Daily Std Dev

0941.HK:

18.39%

^GSPC:

19.77%

Max Drawdown

0941.HK:

-80.80%

^GSPC:

-56.78%

Current Drawdown

0941.HK:

-1.07%

^GSPC:

-3.78%

Returns By Period

In the year-to-date period, 0941.HK achieves a 14.88% return, which is significantly higher than ^GSPC's 0.51% return. Over the past 10 years, 0941.HK has underperformed ^GSPC with an annualized return of 3.86%, while ^GSPC has yielded a comparatively higher 10.85% annualized return.


0941.HK

YTD

14.88%

1M

8.57%

6M

21.72%

1Y

28.45%

3Y*

27.71%

5Y*

17.54%

10Y*

3.86%

^GSPC

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

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China Mobile Ltd

S&P 500

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

0941.HK vs. ^GSPC — Risk-Adjusted Performance Rank

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

0941.HK
The Risk-Adjusted Performance Rank of 0941.HK is 8989
Overall Rank
The Sharpe Ratio Rank of 0941.HK is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of 0941.HK is 8585
Sortino Ratio Rank
The Omega Ratio Rank of 0941.HK is 8686
Omega Ratio Rank
The Calmar Ratio Rank of 0941.HK is 9595
Calmar Ratio Rank
The Martin Ratio Rank of 0941.HK is 8989
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6565
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7070
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.

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.


The current 0941.HK Sharpe Ratio is 1.60, which is higher than the ^GSPC Sharpe Ratio of 0.66. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

0941.HK vs. ^GSPC - Volatility Comparison

The current volatility for China Mobile Ltd (0941.HK) is 4.11%, while S&P 500 (^GSPC) has a volatility of 4.77%. 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.


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