CBAT vs. ^SP500TR

Last updated Apr 2, 2026

Compare and contrast key facts about CBAK Energy Technology, Inc. (CBAT) and S&P 500 Total Return (^SP500TR).

Performance

CBAT vs. ^SP500TR - Performance Comparison

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

CBAT vs. ^SP500TR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CBAT CBAK Energy Technology, Inc.	-0.36%	-11.16%	-10.48%	6.06%	-36.54%	-69.17%	340.00%	202.71%	-74.33%	5.18%
^SP500TR S&P 500 Total Return	-3.64%	17.88%	25.02%	26.29%	-18.11%	28.71%	18.40%	31.49%	-4.38%	21.83%

Returns By Period

In the year-to-date period, CBAT achieves a -0.36% return, which is significantly higher than ^SP500TR's -3.64% return. Over the past 10 years, CBAT has underperformed ^SP500TR with an annualized return of -9.94%, while ^SP500TR has yielded a comparatively higher 14.17% annualized return.

CBAT

• 1D: 0.60%
• 1M: -19.21%
• YTD: -0.36%
• 6M: -7.24%
• 1Y: 9.49%
• 3Y*: -1.85%
• 5Y*: -30.87%
• 10Y*: -9.94%

^SP500TR

• 1D: 0.72%
• 1M: -4.34%
• YTD: -3.64%
• 6M: -1.43%
• 1Y: 18.20%
• 3Y*: 18.60%
• 5Y*: 11.96%
• 10Y*: 14.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CBAT vs. ^SP500TR — Risk / Return Rank

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

CBAT

CBAT Risk / Return Rank: 45
CBAT Sharpe Ratio Rank: 47
CBAT Sortino Ratio Rank: 46
CBAT Omega Ratio Rank: 44
CBAT Calmar Ratio Rank: 44
CBAT Martin Ratio Rank: 43

^SP500TR

^SP500TR Risk / Return Rank: 72
^SP500TR Sharpe Ratio Rank: 66
^SP500TR Sortino Ratio Rank: 69
^SP500TR Omega Ratio Rank: 74
^SP500TR Calmar Ratio Rank: 67
^SP500TR Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBAT vs. ^SP500TR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CBAK Energy Technology, Inc. (CBAT) 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.

	CBAT	^SP500TR	Difference
Sharpe ratio Return per unit of total volatility	0.17	1.00	-0.83
Sortino ratio Return per unit of downside risk	0.71	1.52	-0.82
Omega ratio Gain probability vs. loss probability	1.08	1.23	-0.15
Calmar ratio Return relative to maximum drawdown	0.12	1.54	-1.42
Martin ratio Return relative to average drawdown	0.20	7.32	-7.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CBAT vs. ^SP500TR - Sharpe Ratio Comparison

The current CBAT Sharpe Ratio is 0.17, which is lower than the ^SP500TR Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of CBAT and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CBAT	^SP500TR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.17	1.00	-0.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.44	0.71	-1.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.10	0.79	-0.89
Sharpe Ratio (All Time) Calculated using the full available price history	-0.00	0.62	-0.63

Correlation

The correlation between CBAT and ^SP500TR is 0.23, 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.

Drawdowns

CBAT vs. ^SP500TR - Drawdown Comparison

The maximum CBAT drawdown since its inception was -99.49%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CBAT and ^SP500TR.

Drawdown Indicators

	CBAT	^SP500TR	Difference
Max Drawdown Largest peak-to-trough decline	-99.49%	-55.25%	-44.24%
Max Drawdown (1Y) Largest decline over 1 year	-36.04%	-12.12%	-23.92%
Max Drawdown (5Y) Largest decline over 5 years	-87.85%	-24.49%	-63.36%
Max Drawdown (10Y) Largest decline over 10 years	-94.34%	-33.79%	-60.55%
Current Drawdown Current decline from peak	-98.67%	-5.55%	-93.12%
Average Drawdown Average peak-to-trough decline	-79.32%	-8.20%	-71.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	22.03%	2.55%	+19.48%

Volatility

CBAT vs. ^SP500TR - Volatility Comparison

CBAK Energy Technology, Inc. (CBAT) has a higher volatility of 15.23% compared to S&P 500 Total Return (^SP500TR) at 5.38%. This indicates that CBAT's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CBAT	^SP500TR	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.23%	5.38%	+9.85%
Volatility (6M) Calculated over the trailing 6-month period	38.65%	9.55%	+29.10%
Volatility (1Y) Calculated over the trailing 1-year period	57.07%	18.32%	+38.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	69.85%	16.90%	+52.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	98.63%	18.05%	+80.58%