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1816.HK vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

1816.HK vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in CGN Power (1816.HK) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

1816.HK is traded in HKD, while ^GSPC is traded in USD. To make them comparable, the ^GSPC values have been converted to HKD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 1816.HK achieves a 1.35% return, which is significantly lower than ^GSPC's 9.54% return. Over the past 10 years, 1816.HK has underperformed ^GSPC with an annualized return of 6.71%, while ^GSPC has yielded a comparatively higher 13.21% annualized return.


1816.HK

1D
5.49%
1M
0.35%
6M
-5.13%
YTD
1.35%
1Y
4.19%
3Y*
19.17%
5Y*
16.01%
10Y*
6.71%
ALL TIME*
2.16%

^GSPC

1D
-0.18%
1M
-0.72%
6M
7.84%
YTD
9.54%
1Y
18.11%
3Y*
18.06%
5Y*
11.49%
10Y*
13.21%
ALL TIME*
9.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

1816.HK vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
1816.HK
CGN Power
1.35%7.04%44.53%15.25%-17.57%49.92%-15.94%16.35%-8.90%2.08%
^GSPC
S&P 500 Index
9.54%16.61%22.67%24.22%-19.31%27.58%15.74%28.20%-6.03%20.34%

Correlation

The correlation between 1816.HK and ^GSPC is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2014

0.06

The correlation between 1816.HK and ^GSPC shifts across timeframes, from -0.10 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

1816.HK vs. ^GSPC — Risk / Return Rank

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

1816.HK
1816.HK Risk / Return Rank: 4949
Overall Rank
1816.HK Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
1816.HK Sortino Ratio Rank: 4646
Sortino Ratio Rank
1816.HK Omega Ratio Rank: 4444
Omega Ratio Rank
1816.HK Calmar Ratio Rank: 5050
Calmar Ratio Rank
1816.HK Martin Ratio Rank: 5252
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 6767
Overall Rank
^GSPC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6363
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 6767
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6161
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

1816.HK vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CGN Power (1816.HK) and S&P 500 Index (^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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


1816.HK^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-1.28

Sortino ratioReturn per unit of downside risk

-1.56

Omega ratioGain probability vs. loss probability

1.05

1.26

-0.21

Calmar ratioReturn relative to maximum drawdown

0.16

2.07

-1.91

Martin ratioReturn relative to average drawdown

0.42

8.96

-8.54

1816.HK vs. ^GSPC - Sharpe Ratio Comparison

The current 1816.HK Sharpe Ratio is 0.16, which is lower than the ^GSPC Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of 1816.HK and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

1816.HK vs. ^GSPC - Drawdown Comparison

The maximum 1816.HK drawdown since its inception was -68.29%, which is greater than ^GSPC's maximum drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for 1816.HK and ^GSPC.


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Drawdown Indicators


1816.HK^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-68.29%

-56.80%

-11.49%

Max Drawdown (1Y)

Largest decline over 1 year

-26.94%

-8.77%

-18.17%

Max Drawdown (3Y)

Largest decline over 3 years

-35.46%

-18.97%

-16.49%

Max Drawdown (5Y)

Largest decline over 5 years

-35.46%

-24.92%

-10.54%

Max Drawdown (10Y)

Largest decline over 10 years

-35.46%

-34.06%

-1.40%

Current Drawdown

Current decline from peak

-20.60%

-2.14%

-18.46%

Average Drawdown

Average peak-to-trough decline

-46.62%

-9.26%

-37.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.05%

2.03%

+8.02%

Volatility

1816.HK vs. ^GSPC - Volatility Comparison

CGN Power (1816.HK) has a higher volatility of 7.99% compared to S&P 500 Index (^GSPC) at 3.14%. This indicates that 1816.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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Volatility by Period


1816.HK^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.99%

3.14%

+4.85%

Volatility (6M)

Calculated over the trailing 6-month period

20.16%

10.04%

+10.12%

Volatility (1Y)

Calculated over the trailing 1-year period

26.51%

12.61%

+13.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.36%

16.97%

+13.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.53%

18.03%

+8.50%

Frequently Asked Questions


1816.HK and ^GSPC have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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