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

Correlation

The correlation between ENSG and ^SP500TR is 0.44, 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.


-0.50.00.51.00.4

Performance

ENSG vs. ^SP500TR - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
10.56%
11.16%
ENSG
^SP500TR

Key characteristics

Sharpe Ratio

ENSG:

0.89

^SP500TR:

2.30

Sortino Ratio

ENSG:

1.40

^SP500TR:

3.04

Omega Ratio

ENSG:

1.17

^SP500TR:

1.43

Calmar Ratio

ENSG:

1.32

^SP500TR:

3.41

Martin Ratio

ENSG:

4.21

^SP500TR:

15.03

Ulcer Index

ENSG:

4.60%

^SP500TR:

1.92%

Daily Std Dev

ENSG:

21.66%

^SP500TR:

12.54%

Max Drawdown

ENSG:

-55.57%

^SP500TR:

-55.25%

Current Drawdown

ENSG:

-14.70%

^SP500TR:

-0.77%

Returns By Period

In the year-to-date period, ENSG achieves a 19.45% return, which is significantly lower than ^SP500TR's 28.35% return. Over the past 10 years, ENSG has outperformed ^SP500TR with an annualized return of 20.75%, while ^SP500TR has yielded a comparatively lower 13.27% annualized return.


ENSG

YTD

19.45%

1M

-8.55%

6M

10.38%

1Y

18.37%

5Y*

24.90%

10Y*

20.75%

^SP500TR

YTD

28.35%

1M

1.30%

6M

11.16%

1Y

28.80%

5Y*

15.11%

10Y*

13.27%

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Risk-Adjusted Performance

ENSG vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Ensign Group, Inc. (ENSG) 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 ENSG, currently valued at 0.85, compared to the broader market-4.00-2.000.002.000.852.30
The chart of Sortino ratio for ENSG, currently valued at 1.34, compared to the broader market-4.00-2.000.002.004.001.343.04
The chart of Omega ratio for ENSG, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.43
The chart of Calmar ratio for ENSG, currently valued at 1.25, compared to the broader market0.002.004.006.001.253.41
The chart of Martin ratio for ENSG, currently valued at 3.92, compared to the broader market0.0010.0020.003.9215.03
ENSG
^SP500TR

The current ENSG Sharpe Ratio is 0.89, which is lower than the ^SP500TR Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of ENSG 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.85
2.30
ENSG
^SP500TR

Drawdowns

ENSG vs. ^SP500TR - Drawdown Comparison

The maximum ENSG drawdown since its inception was -55.57%, roughly equal to the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ENSG and ^SP500TR. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.70%
-0.77%
ENSG
^SP500TR

Volatility

ENSG vs. ^SP500TR - Volatility Comparison

The Ensign Group, Inc. (ENSG) has a higher volatility of 4.22% compared to S&P 500 Total Return (^SP500TR) at 3.96%. This indicates that ENSG's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.22%
3.96%
ENSG
^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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