0R2V.L vs. ^GSPC
Compare and contrast key facts about Apple Inc. (0R2V.L) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0R2V.L or ^GSPC.
Correlation
The correlation between 0R2V.L and ^GSPC is 0.39, 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
0R2V.L vs. ^GSPC - Performance Comparison
Key characteristics
0R2V.L:
0.64
^GSPC:
2.12
0R2V.L:
1.17
^GSPC:
2.83
0R2V.L:
1.17
^GSPC:
1.39
0R2V.L:
1.32
^GSPC:
3.13
0R2V.L:
3.48
^GSPC:
13.67
0R2V.L:
7.53%
^GSPC:
1.94%
0R2V.L:
40.97%
^GSPC:
12.54%
0R2V.L:
-38.25%
^GSPC:
-56.78%
0R2V.L:
-4.01%
^GSPC:
-2.37%
Returns By Period
In the year-to-date period, 0R2V.L achieves a 30.50% return, which is significantly higher than ^GSPC's 24.66% return.
0R2V.L
30.50%
10.31%
19.49%
26.20%
29.81%
N/A
^GSPC
24.66%
0.49%
8.64%
26.56%
13.06%
11.10%
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Risk-Adjusted Performance
0R2V.L vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (0R2V.L) 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.
Drawdowns
0R2V.L vs. ^GSPC - Drawdown Comparison
The maximum 0R2V.L drawdown since its inception was -38.25%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 0R2V.L and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
0R2V.L vs. ^GSPC - Volatility Comparison
Apple Inc. (0R2V.L) has a higher volatility of 12.98% compared to S&P 500 (^GSPC) at 3.83%. This indicates that 0R2V.L's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.