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

Correlation

The correlation between AXTA and ^GSPC is 0.55, 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.


-0.50.00.51.00.5

Performance

AXTA vs. ^GSPC - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
2.58%
10.12%
AXTA
^GSPC

Key characteristics

Sharpe Ratio

AXTA:

0.05

^GSPC:

2.11

Sortino Ratio

AXTA:

0.26

^GSPC:

2.82

Omega Ratio

AXTA:

1.03

^GSPC:

1.39

Calmar Ratio

AXTA:

0.07

^GSPC:

3.12

Martin Ratio

AXTA:

0.24

^GSPC:

13.56

Ulcer Index

AXTA:

5.38%

^GSPC:

1.95%

Daily Std Dev

AXTA:

24.72%

^GSPC:

12.53%

Max Drawdown

AXTA:

-63.60%

^GSPC:

-56.78%

Current Drawdown

AXTA:

-16.13%

^GSPC:

-0.86%

Returns By Period

In the year-to-date period, AXTA achieves a 1.94% return, which is significantly lower than ^GSPC's 26.58% return. Over the past 10 years, AXTA has underperformed ^GSPC with an annualized return of 2.62%, while ^GSPC has yielded a comparatively higher 11.21% annualized return.


AXTA

YTD

1.94%

1M

-14.85%

6M

2.58%

1Y

1.23%

5Y*

2.73%

10Y*

2.62%

^GSPC

YTD

26.58%

1M

0.27%

6M

10.12%

1Y

26.27%

5Y*

13.29%

10Y*

11.21%

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Risk-Adjusted Performance

AXTA vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Axalta Coating Systems Ltd. (AXTA) 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 AXTA, currently valued at 0.05, compared to the broader market-4.00-2.000.002.000.052.11
The chart of Sortino ratio for AXTA, currently valued at 0.26, compared to the broader market-4.00-2.000.002.004.000.262.82
The chart of Omega ratio for AXTA, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.39
The chart of Calmar ratio for AXTA, currently valued at 0.07, compared to the broader market0.002.004.006.000.073.12
The chart of Martin ratio for AXTA, currently valued at 0.24, compared to the broader market0.0010.0020.000.2413.56
AXTA
^GSPC

The current AXTA Sharpe Ratio is 0.05, which is lower than the ^GSPC Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of AXTA 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 Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.05
2.11
AXTA
^GSPC

Drawdowns

AXTA vs. ^GSPC - Drawdown Comparison

The maximum AXTA drawdown since its inception was -63.60%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AXTA and ^GSPC. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-16.13%
-0.86%
AXTA
^GSPC

Volatility

AXTA vs. ^GSPC - Volatility Comparison

Axalta Coating Systems Ltd. (AXTA) has a higher volatility of 5.79% compared to S&P 500 (^GSPC) at 3.95%. This indicates that AXTA'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
5.79%
3.95%
AXTA
^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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