APEX.L vs. ^GSPC
Compare and contrast key facts about Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc (APEX.L) and S&P 500 (^GSPC).
APEX.L is a passively managed fund by Amundi that tracks the performance of the MSCI AC Asia Ex Japan NR USD. It was launched on Feb 21, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APEX.L or ^GSPC.
Correlation
The correlation between APEX.L and ^GSPC is 0.27, 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.
Performance
APEX.L vs. ^GSPC - Performance Comparison
Key characteristics
APEX.L:
0.54
^GSPC:
0.48
APEX.L:
0.80
^GSPC:
0.80
APEX.L:
1.10
^GSPC:
1.12
APEX.L:
0.33
^GSPC:
0.49
APEX.L:
1.43
^GSPC:
1.90
APEX.L:
6.70%
^GSPC:
4.90%
APEX.L:
19.69%
^GSPC:
19.37%
APEX.L:
-43.98%
^GSPC:
-56.78%
APEX.L:
-17.60%
^GSPC:
-7.82%
Returns By Period
In the year-to-date period, APEX.L achieves a 5.06% return, which is significantly higher than ^GSPC's -3.70% return.
APEX.L
5.06%
14.08%
-1.47%
10.73%
N/A
N/A
^GSPC
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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Risk-Adjusted Performance
APEX.L vs. ^GSPC — Risk-Adjusted Performance Rank
APEX.L
^GSPC
APEX.L vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc (APEX.L) 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.
Drawdowns
APEX.L vs. ^GSPC - Drawdown Comparison
The maximum APEX.L drawdown since its inception was -43.98%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for APEX.L and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
APEX.L vs. ^GSPC - Volatility Comparison
The current volatility for Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc (APEX.L) is 7.42%, while S&P 500 (^GSPC) has a volatility of 11.21%. This indicates that APEX.L 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.