AQEAX vs. ^GSPC
Compare and contrast key facts about Columbia Disciplined Core Fund (AQEAX) and S&P 500 (^GSPC).
AQEAX is managed by Columbia Threadneedle. It was launched on Apr 24, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AQEAX or ^GSPC.
Correlation
The correlation between AQEAX and ^GSPC is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AQEAX vs. ^GSPC - Performance Comparison
Key characteristics
AQEAX:
-0.12
^GSPC:
0.48
AQEAX:
-0.01
^GSPC:
0.80
AQEAX:
1.00
^GSPC:
1.12
AQEAX:
-0.09
^GSPC:
0.49
AQEAX:
-0.24
^GSPC:
1.90
AQEAX:
10.60%
^GSPC:
4.90%
AQEAX:
22.03%
^GSPC:
19.37%
AQEAX:
-61.48%
^GSPC:
-56.78%
AQEAX:
-18.52%
^GSPC:
-7.82%
Returns By Period
In the year-to-date period, AQEAX achieves a -5.78% return, which is significantly lower than ^GSPC's -3.70% return. Over the past 10 years, AQEAX has underperformed ^GSPC with an annualized return of 4.34%, while ^GSPC has yielded a comparatively higher 10.43% annualized return.
AQEAX
-5.78%
13.61%
-16.77%
-2.58%
5.70%
4.34%
^GSPC
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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Risk-Adjusted Performance
AQEAX vs. ^GSPC — Risk-Adjusted Performance Rank
AQEAX
^GSPC
AQEAX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Core Fund (AQEAX) 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
AQEAX vs. ^GSPC - Drawdown Comparison
The maximum AQEAX drawdown since its inception was -61.48%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AQEAX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
AQEAX vs. ^GSPC - Volatility Comparison
Columbia Disciplined Core Fund (AQEAX) and S&P 500 (^GSPC) have volatilities of 11.30% and 11.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.