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ABBN.SW vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ABBN.SW and ^GSPC is 0.31, 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.


-0.50.00.51.00.3

Performance

ABBN.SW vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ABB Ltd (ABBN.SW) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

650.00%700.00%750.00%800.00%850.00%900.00%950.00%1,000.00%JulyAugustSeptemberOctoberNovemberDecember
713.56%
961.35%
ABBN.SW
^GSPC

Key characteristics

Sharpe Ratio

ABBN.SW:

1.49

^GSPC:

2.10

Sortino Ratio

ABBN.SW:

1.90

^GSPC:

2.80

Omega Ratio

ABBN.SW:

1.28

^GSPC:

1.39

Calmar Ratio

ABBN.SW:

2.08

^GSPC:

3.09

Martin Ratio

ABBN.SW:

6.93

^GSPC:

13.49

Ulcer Index

ABBN.SW:

4.76%

^GSPC:

1.94%

Daily Std Dev

ABBN.SW:

22.13%

^GSPC:

12.52%

Max Drawdown

ABBN.SW:

-97.01%

^GSPC:

-56.78%

Current Drawdown

ABBN.SW:

-6.25%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, ABBN.SW achieves a 33.71% return, which is significantly higher than ^GSPC's 24.34% return. Over the past 10 years, ABBN.SW has outperformed ^GSPC with an annualized return of 13.50%, while ^GSPC has yielded a comparatively lower 11.06% annualized return.


ABBN.SW

YTD

33.71%

1M

-0.39%

6M

-1.87%

1Y

33.75%

5Y*

21.35%

10Y*

13.50%

^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

ABBN.SW vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ABB Ltd (ABBN.SW) 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 ABBN.SW, currently valued at 1.20, compared to the broader market-4.00-2.000.002.001.202.01
The chart of Sortino ratio for ABBN.SW, currently valued at 1.61, compared to the broader market-4.00-2.000.002.004.001.612.69
The chart of Omega ratio for ABBN.SW, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.38
The chart of Calmar ratio for ABBN.SW, currently valued at 2.23, compared to the broader market0.002.004.006.002.232.95
The chart of Martin ratio for ABBN.SW, currently valued at 7.23, compared to the broader market-5.000.005.0010.0015.0020.0025.007.2312.95
ABBN.SW
^GSPC

The current ABBN.SW Sharpe Ratio is 1.49, which is comparable to the ^GSPC Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of ABBN.SW 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
1.20
2.01
ABBN.SW
^GSPC

Drawdowns

ABBN.SW vs. ^GSPC - Drawdown Comparison

The maximum ABBN.SW drawdown since its inception was -97.01%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ABBN.SW and ^GSPC. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.82%
-2.62%
ABBN.SW
^GSPC

Volatility

ABBN.SW vs. ^GSPC - Volatility Comparison

ABB Ltd (ABBN.SW) has a higher volatility of 7.08% compared to S&P 500 (^GSPC) at 3.75%. This indicates that ABBN.SW'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
7.08%
3.75%
ABBN.SW
^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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