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A vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between A and ^SP500TR is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

A vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Agilent Technologies, Inc. (A) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

400.00%450.00%500.00%550.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
406.45%
564.79%
A
^SP500TR

Key characteristics

Sharpe Ratio

A:

-0.08

^SP500TR:

2.23

Sortino Ratio

A:

0.07

^SP500TR:

2.97

Omega Ratio

A:

1.01

^SP500TR:

1.42

Calmar Ratio

A:

-0.07

^SP500TR:

3.31

Martin Ratio

A:

-0.21

^SP500TR:

14.64

Ulcer Index

A:

9.67%

^SP500TR:

1.91%

Daily Std Dev

A:

25.91%

^SP500TR:

12.52%

Max Drawdown

A:

-93.18%

^SP500TR:

-55.25%

Current Drawdown

A:

-23.35%

^SP500TR:

-2.57%

Returns By Period

In the year-to-date period, A achieves a -2.76% return, which is significantly lower than ^SP500TR's 26.03% return. Both investments have delivered pretty close results over the past 10 years, with A having a 13.49% annualized return and ^SP500TR not far behind at 13.10%.


A

YTD

-2.76%

1M

4.62%

6M

1.29%

1Y

-2.53%

5Y*

10.35%

10Y*

13.49%

^SP500TR

YTD

26.03%

1M

0.36%

6M

9.25%

1Y

26.67%

5Y*

14.81%

10Y*

13.10%

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Risk-Adjusted Performance

A vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Agilent Technologies, Inc. (A) and S&P 500 Total Return (^SP500TR). 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 A, currently valued at -0.08, compared to the broader market-4.00-2.000.002.00-0.082.23
The chart of Sortino ratio for A, currently valued at 0.07, compared to the broader market-4.00-2.000.002.004.000.072.97
The chart of Omega ratio for A, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.42
The chart of Calmar ratio for A, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.073.31
The chart of Martin ratio for A, currently valued at -0.21, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.2114.64
A
^SP500TR

The current A Sharpe Ratio is -0.08, which is lower than the ^SP500TR Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of A and ^SP500TR, 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
-0.08
2.23
A
^SP500TR

Drawdowns

A vs. ^SP500TR - Drawdown Comparison

The maximum A drawdown since its inception was -93.18%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for A and ^SP500TR. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-23.35%
-2.57%
A
^SP500TR

Volatility

A vs. ^SP500TR - Volatility Comparison

Agilent Technologies, Inc. (A) has a higher volatility of 6.77% compared to S&P 500 Total Return (^SP500TR) at 3.79%. This indicates that A's price experiences larger fluctuations and is considered to be riskier than ^SP500TR 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
6.77%
3.79%
A
^SP500TR
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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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