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AER vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between AER and ^GSPC is 0.54, 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.


Performance

AER vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AerCap Holdings N.V. (AER) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AER:

1.03

^GSPC:

0.66

Sortino Ratio

AER:

1.44

^GSPC:

0.94

Omega Ratio

AER:

1.21

^GSPC:

1.14

Calmar Ratio

AER:

1.75

^GSPC:

0.60

Martin Ratio

AER:

6.02

^GSPC:

2.28

Ulcer Index

AER:

4.55%

^GSPC:

5.01%

Daily Std Dev

AER:

26.82%

^GSPC:

19.77%

Max Drawdown

AER:

-93.16%

^GSPC:

-56.78%

Current Drawdown

AER:

0.00%

^GSPC:

-3.78%

Returns By Period

In the year-to-date period, AER achieves a 21.56% return, which is significantly higher than ^GSPC's 0.51% return. Over the past 10 years, AER has underperformed ^GSPC with an annualized return of 8.91%, while ^GSPC has yielded a comparatively higher 10.85% annualized return.


AER

YTD

21.56%

1M

9.44%

6M

17.08%

1Y

27.32%

3Y*

33.36%

5Y*

29.47%

10Y*

8.91%

^GSPC

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

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AerCap Holdings N.V.

S&P 500

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AER vs. ^GSPC — Risk-Adjusted Performance Rank

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

AER
The Risk-Adjusted Performance Rank of AER is 8383
Overall Rank
The Sharpe Ratio Rank of AER is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of AER is 7575
Sortino Ratio Rank
The Omega Ratio Rank of AER is 7777
Omega Ratio Rank
The Calmar Ratio Rank of AER is 9191
Calmar Ratio Rank
The Martin Ratio Rank of AER is 8888
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6565
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AER vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AerCap Holdings N.V. (AER) 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.


The current AER Sharpe Ratio is 1.03, which is higher than the ^GSPC Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AER 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

AER vs. ^GSPC - Drawdown Comparison

The maximum AER drawdown since its inception was -93.16%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AER and ^GSPC.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AER vs. ^GSPC - Volatility Comparison

The current volatility for AerCap Holdings N.V. (AER) is 3.18%, while S&P 500 (^GSPC) has a volatility of 4.77%. This indicates that AER experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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