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ES=F vs. GC=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ES=F and GC=F is 0.02, 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.


-0.50.00.51.00.0

Performance

ES=F vs. GC=F - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 E-Mini Futures (ES=F) and Gold (GC=F). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
7.02%
11.34%
ES=F
GC=F

Key characteristics

Sharpe Ratio

ES=F:

1.59

GC=F:

2.03

Sortino Ratio

ES=F:

2.18

GC=F:

2.56

Omega Ratio

ES=F:

1.31

GC=F:

1.37

Calmar Ratio

ES=F:

2.25

GC=F:

3.73

Martin Ratio

ES=F:

9.09

GC=F:

10.31

Ulcer Index

ES=F:

2.16%

GC=F:

2.89%

Daily Std Dev

ES=F:

11.88%

GC=F:

14.51%

Max Drawdown

ES=F:

-57.11%

GC=F:

-44.36%

Current Drawdown

ES=F:

-3.90%

GC=F:

-6.01%

Returns By Period

In the year-to-date period, ES=F achieves a 21.79% return, which is significantly lower than GC=F's 27.08% return. Over the past 10 years, ES=F has outperformed GC=F with an annualized return of 10.16%, while GC=F has yielded a comparatively lower 7.32% annualized return.


ES=F

YTD

21.79%

1M

-1.30%

6M

7.02%

1Y

23.40%

5Y*

11.42%

10Y*

10.16%

GC=F

YTD

27.08%

1M

-0.24%

6M

11.34%

1Y

28.82%

5Y*

10.78%

10Y*

7.32%

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Risk-Adjusted Performance

ES=F vs. GC=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 E-Mini Futures (ES=F) and Gold (GC=F). 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 ES=F, currently valued at 1.48, compared to the broader market0.000.501.001.501.482.01
The chart of Sortino ratio for ES=F, currently valued at 2.04, compared to the broader market0.000.501.001.502.002.502.042.53
The chart of Omega ratio for ES=F, currently valued at 1.29, compared to the broader market1.001.101.201.301.291.37
The chart of Calmar ratio for ES=F, currently valued at 2.09, compared to the broader market0.001.002.003.002.093.68
The chart of Martin ratio for ES=F, currently valued at 8.46, compared to the broader market0.002.004.006.008.0010.008.4610.05
ES=F
GC=F

The current ES=F Sharpe Ratio is 1.59, which is comparable to the GC=F Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of ES=F and GC=F, 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 Ratio1.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.48
2.01
ES=F
GC=F

Drawdowns

ES=F vs. GC=F - Drawdown Comparison

The maximum ES=F drawdown since its inception was -57.11%, which is greater than GC=F's maximum drawdown of -44.36%. Use the drawdown chart below to compare losses from any high point for ES=F and GC=F. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.90%
-6.01%
ES=F
GC=F

Volatility

ES=F vs. GC=F - Volatility Comparison

The current volatility for S&P 500 E-Mini Futures (ES=F) is 3.53%, while Gold (GC=F) has a volatility of 5.40%. This indicates that ES=F experiences smaller price fluctuations and is considered to be less risky than GC=F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.53%
5.40%
ES=F
GC=F
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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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