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1398.HK vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 1398.HK and ^GSPC is 0.15, 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

1398.HK vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Industrial and Commercial Bank of China (1398.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

1398.HK:

2.41

^GSPC:

0.61

Sortino Ratio

1398.HK:

2.83

^GSPC:

1.02

Omega Ratio

1398.HK:

1.37

^GSPC:

1.15

Calmar Ratio

1398.HK:

3.72

^GSPC:

0.67

Martin Ratio

1398.HK:

12.30

^GSPC:

2.51

Ulcer Index

1398.HK:

4.32%

^GSPC:

5.04%

Daily Std Dev

1398.HK:

24.55%

^GSPC:

19.76%

Max Drawdown

1398.HK:

-61.25%

^GSPC:

-56.78%

Current Drawdown

1398.HK:

0.00%

^GSPC:

-1.98%

Returns By Period

In the year-to-date period, 1398.HK achieves a 21.82% return, which is significantly higher than ^GSPC's 2.39% return. Over the past 10 years, 1398.HK has underperformed ^GSPC with an annualized return of 5.98%, while ^GSPC has yielded a comparatively higher 11.14% annualized return.


1398.HK

YTD

21.82%

1M

12.18%

6M

32.76%

1Y

57.07%

3Y*

21.12%

5Y*

12.29%

10Y*

5.98%

^GSPC

YTD

2.39%

1M

3.05%

6M

-1.02%

1Y

12.04%

3Y*

15.58%

5Y*

14.64%

10Y*

11.14%

*Annualized

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S&P 500

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

Risk-Adjusted Performance

1398.HK vs. ^GSPC — Risk-Adjusted Performance Rank

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

1398.HK
The Risk-Adjusted Performance Rank of 1398.HK is 9595
Overall Rank
The Sharpe Ratio Rank of 1398.HK is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of 1398.HK is 9292
Sortino Ratio Rank
The Omega Ratio Rank of 1398.HK is 9191
Omega Ratio Rank
The Calmar Ratio Rank of 1398.HK is 9797
Calmar Ratio Rank
The Martin Ratio Rank of 1398.HK is 9696
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6060
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6161
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 5858
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 6767
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.

1398.HK vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Industrial and Commercial Bank of China (1398.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 1398.HK Sharpe Ratio is 2.41, which is higher than the ^GSPC Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of 1398.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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Drawdowns

1398.HK vs. ^GSPC - Drawdown Comparison

The maximum 1398.HK drawdown since its inception was -61.25%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 1398.HK and ^GSPC.


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

Volatility

1398.HK vs. ^GSPC - Volatility Comparison

Industrial and Commercial Bank of China (1398.HK) has a higher volatility of 4.83% compared to S&P 500 (^GSPC) at 3.37%. This indicates that 1398.HK'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.


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