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DLTM.L vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

DLTM.L vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI EM Latin America UCITS ETF (DLTM.L) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with DLTM.L having a 10.72% return and ^GSPC slightly lower at 10.35%. Over the past 10 years, DLTM.L has underperformed ^GSPC with an annualized return of 7.76%, while ^GSPC has yielded a comparatively higher 13.66% annualized return.


DLTM.L

1D
-2.40%
1M
-6.50%
YTD
10.72%
6M
9.79%
1Y
38.17%
3Y*
13.97%
5Y*
8.73%
10Y*
7.76%

^GSPC

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DLTM.L vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DLTM.L
iShares MSCI EM Latin America UCITS ETF
10.72%54.43%-26.89%33.42%7.99%-9.75%-11.20%12.80%-5.26%21.02%
^GSPC
S&P 500 Index
10.35%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between DLTM.L and ^GSPC is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2007

0.33

The correlation between DLTM.L and ^GSPC shifts across timeframes, from 0.31 (5 years) to 0.44 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

DLTM.L vs. ^GSPC — Risk / Return Rank

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

DLTM.L
DLTM.L Risk / Return Rank: 5656
Overall Rank
DLTM.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
DLTM.L Sortino Ratio Rank: 5454
Sortino Ratio Rank
DLTM.L Omega Ratio Rank: 5252
Omega Ratio Rank
DLTM.L Calmar Ratio Rank: 6565
Calmar Ratio Rank
DLTM.L Martin Ratio Rank: 5454
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7171
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7272
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6767
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8181
Martin Ratio Rank
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.

DLTM.L vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM Latin America UCITS ETF (DLTM.L) and S&P 500 Index (^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.


DLTM.L^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.46

Omega ratioGain probability vs. loss probability

1.32

1.41

-0.08

Calmar ratioReturn relative to maximum drawdown

3.24

2.93

+0.31

Martin ratioReturn relative to average drawdown

9.04

13.52

-4.48

DLTM.L vs. ^GSPC - Sharpe Ratio Comparison

The current DLTM.L Sharpe Ratio is 1.88, which is comparable to the ^GSPC Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of DLTM.L and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DLTM.L^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

2.24

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.73

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.76

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.47

-0.42

Drawdowns

DLTM.L vs. ^GSPC - Drawdown Comparison

The maximum DLTM.L drawdown since its inception was -64.38%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for DLTM.L and ^GSPC.


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Drawdown Indicators


DLTM.L^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-64.38%

-56.78%

-7.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.74%

-9.10%

-2.64%

Max Drawdown (3Y)

Largest decline over 3 years

-27.83%

-18.90%

-8.93%

Max Drawdown (5Y)

Largest decline over 5 years

-29.02%

-25.43%

-3.59%

Max Drawdown (10Y)

Largest decline over 10 years

-54.87%

-33.92%

-20.95%

Current Drawdown

Current decline from peak

-11.68%

-0.74%

-10.94%

Average Drawdown

Average peak-to-trough decline

-29.86%

-10.72%

-19.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.21%

1.97%

+2.24%

Volatility

DLTM.L vs. ^GSPC - Volatility Comparison

iShares MSCI EM Latin America UCITS ETF (DLTM.L) has a higher volatility of 6.20% compared to S&P 500 Index (^GSPC) at 2.93%. This indicates that DLTM.L'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.


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Volatility by Period


DLTM.L^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

2.93%

+3.27%

Volatility (6M)

Calculated over the trailing 6-month period

17.12%

8.99%

+8.13%

Volatility (1Y)

Calculated over the trailing 1-year period

20.20%

11.89%

+8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.81%

16.90%

+5.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.57%

18.06%

+8.51%

Frequently Asked Questions


DLTM.L and ^GSPC have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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