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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.


-0.50.00.51.00.2

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.

200.00%250.00%300.00%350.00%JulyAugustSeptemberOctoberNovemberDecember
263.15%
330.60%
1398.HK
^GSPC

Key characteristics

Sharpe Ratio

1398.HK:

1.83

^GSPC:

2.10

Sortino Ratio

1398.HK:

2.66

^GSPC:

2.80

Omega Ratio

1398.HK:

1.31

^GSPC:

1.39

Calmar Ratio

1398.HK:

1.43

^GSPC:

3.09

Martin Ratio

1398.HK:

9.99

^GSPC:

13.49

Ulcer Index

1398.HK:

4.25%

^GSPC:

1.94%

Daily Std Dev

1398.HK:

23.51%

^GSPC:

12.52%

Max Drawdown

1398.HK:

-61.25%

^GSPC:

-56.78%

Current Drawdown

1398.HK:

-1.22%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, 1398.HK achieves a 36.17% return, which is significantly higher than ^GSPC's 24.34% return. Over the past 10 years, 1398.HK has underperformed ^GSPC with an annualized return of 5.19%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.


1398.HK

YTD

36.17%

1M

2.76%

6M

15.08%

1Y

41.35%

5Y*

3.10%

10Y*

5.19%

^GSPC

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for 1398.HK, currently valued at 1.71, compared to the broader market-4.00-2.000.002.001.712.01
The chart of Sortino ratio for 1398.HK, currently valued at 2.55, compared to the broader market-4.00-2.000.002.004.002.552.69
The chart of Omega ratio for 1398.HK, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.38
The chart of Calmar ratio for 1398.HK, currently valued at 1.33, compared to the broader market0.002.004.006.001.332.95
The chart of Martin ratio for 1398.HK, currently valued at 9.06, compared to the broader market-5.000.005.0010.0015.0020.0025.009.0612.95
1398.HK
^GSPC

The current 1398.HK Sharpe Ratio is 1.83, which is comparable to the ^GSPC Sharpe Ratio of 2.10. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.71
2.01
1398.HK
^GSPC

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. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.30%
-2.62%
1398.HK
^GSPC

Volatility

1398.HK vs. ^GSPC - Volatility Comparison

Industrial and Commercial Bank of China (1398.HK) has a higher volatility of 5.22% compared to S&P 500 (^GSPC) at 3.75%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.22%
3.75%
1398.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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