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ENGNW vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

ENGNW vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in enGene Holdings Inc. Warrants (ENGNW) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENGNW achieves a -90.21% return, which is significantly lower than ^GSPC's 9.41% return.


ENGNW

1D
-17.18%
1M
-0.03%
6M
-89.46%
YTD
-90.21%
1Y
-60.84%
3Y*
5Y*
10Y*
ALL TIME*
-29.27%

^GSPC

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$37.98T$37.61T$41.48T
$1.35K$763.55$3.15K

ENGNW vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023
ENGNW
enGene Holdings Inc. Warrants
-90.21%251.00%-0.79%13.33%
^GSPC
S&P 500 Index
9.41%16.39%23.31%13.74%

Correlation

The correlation between ENGNW and ^GSPC is 0.17, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.17

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2023

0.10

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Return for Risk

ENGNW vs. ^GSPC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ENGNW
ENGNW Risk / Return Rank: 4747
Overall Rank
ENGNW Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ENGNW Sortino Ratio Rank: 8181
Sortino Ratio Rank
ENGNW Omega Ratio Rank: 8989
Omega Ratio Rank
ENGNW Calmar Ratio Rank: 1717
Calmar Ratio Rank
ENGNW Martin Ratio Rank: 1111
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 6868
Overall Rank
^GSPC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6363
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 6666
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6565
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ENGNW vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for enGene Holdings Inc. Warrants (ENGNW) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ENGNW^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-1.65

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.35

1.25

+0.10

Calmar ratioReturn relative to maximum drawdown

-0.70

2.00

-2.71

Martin ratioReturn relative to average drawdown

-1.30

8.49

-9.79

ENGNW vs. ^GSPC - Sharpe Ratio Comparison

The current ENGNW Sharpe Ratio is -0.23, which is lower than the ^GSPC Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of ENGNW 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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Drawdowns

ENGNW vs. ^GSPC - Drawdown Comparison

The maximum ENGNW drawdown since its inception was -98.12%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ENGNW and ^GSPC.


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Drawdown Indicators


ENGNW^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-98.12%

-56.78%

-41.34%

Max Drawdown (1Y)

Largest decline over 1 year

-97.14%

-9.10%

-88.04%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-95.46%

-1.58%

-93.88%

Average Drawdown

Average peak-to-trough decline

-66.28%

-10.70%

-55.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

53.04%

2.14%

+50.90%

Volatility

ENGNW vs. ^GSPC - Volatility Comparison

enGene Holdings Inc. Warrants (ENGNW) has a higher volatility of 53.40% compared to S&P 500 Index (^GSPC) at 3.51%. This indicates that ENGNW'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


ENGNW^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

53.40%

3.51%

+49.89%

Volatility (6M)

Calculated over the trailing 6-month period

275.65%

10.11%

+265.54%

Volatility (1Y)

Calculated over the trailing 1-year period

297.96%

12.87%

+285.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

257.49%

17.01%

+240.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

257.49%

18.07%

+239.42%

Frequently Asked Questions


ENGNW and ^GSPC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENGNW has higher volatility (53.40%) compared to ^GSPC (3.51%). In terms of maximum drawdown, ENGNW dropped -98.12% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.42 vs -0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ENGNW and ^GSPC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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