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ENS vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ENS vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EnerSys (ENS) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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ENS vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENS
EnerSys
21.40%60.28%-7.57%37.90%-5.64%-4.04%12.19%-2.57%12.46%-9.97%
VOO
Vanguard S&P 500 ETF
-3.66%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Returns By Period

In the year-to-date period, ENS achieves a 21.40% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, ENS has underperformed VOO with an annualized return of 13.38%, while VOO has yielded a comparatively higher 14.14% annualized return.


ENS

1D
2.38%
1M
7.34%
YTD
21.40%
6M
55.13%
1Y
93.97%
3Y*
28.12%
5Y*
14.71%
10Y*
13.38%

VOO

1D
0.79%
1M
-4.29%
YTD
-3.66%
6M
-1.41%
1Y
18.17%
3Y*
18.58%
5Y*
11.93%
10Y*
14.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ENS vs. VOO — Risk / Return Rank

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

ENS
ENS Risk / Return Rank: 9191
Overall Rank
ENS Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
ENS Sortino Ratio Rank: 8686
Sortino Ratio Rank
ENS Omega Ratio Rank: 9191
Omega Ratio Rank
ENS Calmar Ratio Rank: 9393
Calmar Ratio Rank
ENS Martin Ratio Rank: 9191
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6060
Overall Rank
VOO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 5757
Sortino Ratio Rank
VOO Omega Ratio Rank: 6161
Omega Ratio Rank
VOO Calmar Ratio Rank: 5959
Calmar Ratio Rank
VOO Martin Ratio Rank: 6969
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.

ENS vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EnerSys (ENS) and Vanguard S&P 500 ETF (VOO). 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.


ENSVOODifference

Sharpe ratio

Return per unit of total volatility

2.34

1.01

+1.34

Sortino ratio

Return per unit of downside risk

2.54

1.53

+1.01

Omega ratio

Gain probability vs. loss probability

1.41

1.23

+0.18

Calmar ratio

Return relative to maximum drawdown

4.77

1.55

+3.22

Martin ratio

Return relative to average drawdown

11.81

7.31

+4.50

ENS vs. VOO - Sharpe Ratio Comparison

The current ENS Sharpe Ratio is 2.34, which is higher than the VOO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ENS and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ENSVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.34

1.01

+1.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.71

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.79

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.83

-0.50

Correlation

The correlation between ENS and VOO is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ENS vs. VOO - Dividend Comparison

ENS's dividend yield for the trailing twelve months is around 0.58%, less than VOO's 1.18% yield.


TTM20252024202320222021202020192018201720162015
ENS
EnerSys
0.58%0.68%1.01%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%
VOO
Vanguard S&P 500 ETF
1.18%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

ENS vs. VOO - Drawdown Comparison

The maximum ENS drawdown since its inception was -83.95%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ENS and VOO.


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Drawdown Indicators


ENSVOODifference

Max Drawdown

Largest peak-to-trough decline

-83.95%

-33.99%

-49.96%

Max Drawdown (1Y)

Largest decline over 1 year

-20.08%

-11.98%

-8.10%

Max Drawdown (5Y)

Largest decline over 5 years

-41.77%

-24.52%

-17.25%

Max Drawdown (10Y)

Largest decline over 10 years

-56.27%

-33.99%

-22.28%

Current Drawdown

Current decline from peak

-6.20%

-5.55%

-0.65%

Average Drawdown

Average peak-to-trough decline

-18.14%

-3.72%

-14.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.12%

2.55%

+5.57%

Volatility

ENS vs. VOO - Volatility Comparison

EnerSys (ENS) has a higher volatility of 12.06% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that ENS's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENSVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.06%

5.34%

+6.72%

Volatility (6M)

Calculated over the trailing 6-month period

28.46%

9.47%

+18.99%

Volatility (1Y)

Calculated over the trailing 1-year period

40.30%

18.11%

+22.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.80%

16.82%

+16.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.38%

17.99%

+18.39%