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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 -91.55% return, which is significantly lower than ^GSPC's 7.86% return.


ENGNW

1D
-10.68%
1M
-90.08%
YTD
-91.55%
6M
-89.71%
1Y
-72.60%
3Y*
5Y*
10Y*

^GSPC

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
24.32%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENGNW vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023
ENGNW
enGene Holdings Inc. Warrants
-91.55%251.00%-0.79%-15.00%
^GSPC
S&P 500 Index
7.86%16.39%23.31%12.55%

Correlation

The correlation between ENGNW and ^GSPC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2023

0.10

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Return for Risk

ENGNW vs. ^GSPC — Risk / Return Rank

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

ENGNW
ENGNW Risk / Return Rank: 4141
Overall Rank
ENGNW Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
ENGNW Sortino Ratio Rank: 7474
Sortino Ratio Rank
ENGNW Omega Ratio Rank: 8383
Omega Ratio Rank
ENGNW Calmar Ratio Rank: 1414
Calmar Ratio Rank
ENGNW Martin Ratio Rank: 22
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7272
Overall Rank
^GSPC Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7070
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7373
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.

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.


ENGNW^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.25

Sortino ratioReturn per unit of downside risk

-0.77

Omega ratioGain probability vs. loss probability

1.33

1.36

-0.03

Calmar ratioReturn relative to maximum drawdown

-0.75

2.69

-3.43

Martin ratioReturn relative to average drawdown

-1.77

12.34

-14.11

ENGNW vs. ^GSPC - Sharpe Ratio Comparison

The current ENGNW Sharpe Ratio is -0.25, which is lower than the ^GSPC Sharpe Ratio of 2.01. 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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Sharpe Ratios by Period


ENGNW^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

2.01

-2.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.16

0.47

-0.63

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

-96.08%

-2.97%

-93.11%

Average Drawdown

Average peak-to-trough decline

-64.68%

-10.72%

-53.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

41.10%

1.97%

+39.13%

Volatility

ENGNW vs. ^GSPC - Volatility Comparison

enGene Holdings Inc. Warrants (ENGNW) has a higher volatility of 255.32% compared to S&P 500 Index (^GSPC) at 3.82%. 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

255.32%

3.82%

+251.50%

Volatility (6M)

Calculated over the trailing 6-month period

268.96%

9.41%

+259.55%

Volatility (1Y)

Calculated over the trailing 1-year period

292.88%

12.20%

+280.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

260.36%

16.93%

+243.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

260.36%

18.08%

+242.28%

Frequently Asked Questions


ENGNW and ^GSPC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENGNW has higher volatility (255.32%) compared to ^GSPC (3.82%). In terms of maximum drawdown, ENGNW dropped -98.12% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (2.01 vs -0.25), 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

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