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EHC vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EHC and ^SP500TR is 0.37, 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.


-0.50.00.51.00.4

Performance

EHC vs. ^SP500TR - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.91%
5.74%
EHC
^SP500TR

Key characteristics

Sharpe Ratio

EHC:

1.80

^SP500TR:

2.05

Sortino Ratio

EHC:

2.69

^SP500TR:

2.74

Omega Ratio

EHC:

1.34

^SP500TR:

1.38

Calmar Ratio

EHC:

0.79

^SP500TR:

3.07

Martin Ratio

EHC:

11.06

^SP500TR:

13.20

Ulcer Index

EHC:

3.39%

^SP500TR:

1.97%

Daily Std Dev

EHC:

20.81%

^SP500TR:

12.66%

Max Drawdown

EHC:

-99.73%

^SP500TR:

-55.25%

Current Drawdown

EHC:

-28.08%

^SP500TR:

-2.72%

Returns By Period

In the year-to-date period, EHC achieves a 0.72% return, which is significantly higher than ^SP500TR's 0.65% return. Over the past 10 years, EHC has underperformed ^SP500TR with an annualized return of 10.51%, while ^SP500TR has yielded a comparatively higher 13.27% annualized return.


EHC

YTD

0.72%

1M

-8.50%

6M

9.92%

1Y

37.00%

5Y*

6.75%

10Y*

10.51%

^SP500TR

YTD

0.65%

1M

-2.13%

6M

5.74%

1Y

26.13%

5Y*

14.46%

10Y*

13.27%

*Annualized

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Risk-Adjusted Performance

EHC vs. ^SP500TR — Risk-Adjusted Performance Rank

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

EHC
The Risk-Adjusted Performance Rank of EHC is 8888
Overall Rank
The Sharpe Ratio Rank of EHC is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of EHC is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EHC is 8888
Omega Ratio Rank
The Calmar Ratio Rank of EHC is 7676
Calmar Ratio Rank
The Martin Ratio Rank of EHC is 9393
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 9393
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 9191
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 9393
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 9393
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 9595
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.

EHC vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Encompass Health Corporation (EHC) 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.


Sharpe ratio
The chart of Sharpe ratio for EHC, currently valued at 1.80, compared to the broader market-4.00-2.000.002.001.802.05
The chart of Sortino ratio for EHC, currently valued at 2.69, compared to the broader market-4.00-2.000.002.004.002.692.74
The chart of Omega ratio for EHC, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.38
The chart of Calmar ratio for EHC, currently valued at 0.79, compared to the broader market0.002.004.006.000.793.07
The chart of Martin ratio for EHC, currently valued at 11.06, compared to the broader market-10.000.0010.0020.0011.0613.20
EHC
^SP500TR

The current EHC Sharpe Ratio is 1.80, which is comparable to the ^SP500TR Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of EHC 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.80
2.05
EHC
^SP500TR

Drawdowns

EHC vs. ^SP500TR - Drawdown Comparison

The maximum EHC drawdown since its inception was -99.73%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for EHC and ^SP500TR. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-28.08%
-2.72%
EHC
^SP500TR

Volatility

EHC vs. ^SP500TR - Volatility Comparison

Encompass Health Corporation (EHC) and S&P 500 Total Return (^SP500TR) have volatilities of 4.50% and 4.47%, 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
4.50%
4.47%
EHC
^SP500TR
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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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