PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
ASFIX vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ASFIX and ^SP500TR is -0.26. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

ASFIX vs. ^SP500TR

Last updated Jun 1, 2025

Compare and contrast key facts about Absolute Strategies Fund (ASFIX) and S&P 500 Total Return (^SP500TR).

ASFIX is managed by Absolute Investment Advisers. It was launched on Jul 26, 2005.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASFIX or ^SP500TR.

Performance

ASFIX vs. ^SP500TR - Performance Comparison

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

Loading data...

Key characteristics

Returns By Period

ASFIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^SP500TR

YTD

1.06%

1M

5.63%

6M

-1.35%

1Y

13.52%

3Y*

14.41%

5Y*

15.94%

10Y*

12.85%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Absolute Strategies Fund

S&P 500 Total Return

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

Risk-Adjusted Performance

ASFIX vs. ^SP500TR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ASFIX
The Risk-Adjusted Performance Rank of ASFIX is 00
Overall Rank
The Sharpe Ratio Rank of ASFIX is 00
Sharpe Ratio Rank
The Sortino Ratio Rank of ASFIX is 00
Sortino Ratio Rank
The Omega Ratio Rank of ASFIX is 00
Omega Ratio Rank
The Calmar Ratio Rank of ASFIX is 11
Calmar Ratio Rank
The Martin Ratio Rank of ASFIX is 00
Martin Ratio Rank
^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7575
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7474
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7777
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 7878
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.

ASFIX vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Absolute Strategies Fund (ASFIX) 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.

Loading data...

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

ASFIX vs. ^SP500TR - Drawdown Comparison

Loading data...

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

Volatility

ASFIX vs. ^SP500TR - Volatility Comparison

Loading data...