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2FE.DE vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 2FE.DE 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.


-0.50.00.51.00.4

Performance

2FE.DE vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ferrari NV (2FE.DE) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
4.04%
8.53%
2FE.DE
^GSPC

Key characteristics

Sharpe Ratio

2FE.DE:

1.54

^GSPC:

2.10

Sortino Ratio

2FE.DE:

2.22

^GSPC:

2.80

Omega Ratio

2FE.DE:

1.29

^GSPC:

1.39

Calmar Ratio

2FE.DE:

3.25

^GSPC:

3.09

Martin Ratio

2FE.DE:

7.80

^GSPC:

13.49

Ulcer Index

2FE.DE:

4.64%

^GSPC:

1.94%

Daily Std Dev

2FE.DE:

23.43%

^GSPC:

12.52%

Max Drawdown

2FE.DE:

-45.91%

^GSPC:

-56.78%

Current Drawdown

2FE.DE:

-8.91%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, 2FE.DE achieves a 34.96% return, which is significantly higher than ^GSPC's 24.34% return.


2FE.DE

YTD

34.96%

1M

1.93%

6M

6.65%

1Y

35.04%

5Y*

22.74%

10Y*

N/A

^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

2FE.DE vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ferrari NV (2FE.DE) 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 2FE.DE, currently valued at 1.15, compared to the broader market-4.00-2.000.002.001.152.01
The chart of Sortino ratio for 2FE.DE, currently valued at 1.76, compared to the broader market-4.00-2.000.002.004.001.762.69
The chart of Omega ratio for 2FE.DE, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.38
The chart of Calmar ratio for 2FE.DE, currently valued at 1.95, compared to the broader market0.002.004.006.001.952.95
The chart of Martin ratio for 2FE.DE, currently valued at 5.02, compared to the broader market-5.000.005.0010.0015.0020.0025.005.0212.95
2FE.DE
^GSPC

The current 2FE.DE Sharpe Ratio is 1.54, which is comparable to the ^GSPC Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of 2FE.DE 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
1.15
2.01
2FE.DE
^GSPC

Drawdowns

2FE.DE vs. ^GSPC - Drawdown Comparison

The maximum 2FE.DE drawdown since its inception was -45.91%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 2FE.DE and ^GSPC. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.30%
-2.62%
2FE.DE
^GSPC

Volatility

2FE.DE vs. ^GSPC - Volatility Comparison

Ferrari NV (2FE.DE) has a higher volatility of 5.50% compared to S&P 500 (^GSPC) at 3.75%. This indicates that 2FE.DE'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%JulyAugustSeptemberOctoberNovemberDecember
5.50%
3.75%
2FE.DE
^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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