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ETD vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

ETD vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ethan Allen Interiors Inc. (ETD) 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, ETD achieves a -6.68% return, which is significantly lower than ^GSPC's 10.35% return. Over the past 10 years, ETD has underperformed ^GSPC with an annualized return of 1.31%, while ^GSPC has yielded a comparatively higher 13.66% annualized return.


ETD

1D
0.54%
1M
4.68%
YTD
-6.68%
6M
-12.43%
1Y
-16.49%
3Y*
-1.35%
5Y*
-0.43%
10Y*
1.31%

^GSPC

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ETD vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ETD
Ethan Allen Interiors Inc.
-6.68%-13.21%-5.95%28.70%7.47%44.17%11.29%18.89%-35.80%-20.54%
^GSPC
S&P 500 Index
10.35%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between ETD and ^GSPC is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Mar 17, 1993

0.46

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Return for Risk

ETD vs. ^GSPC — Risk / Return Rank

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

ETD
ETD Risk / Return Rank: 2020
Overall Rank
ETD Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
ETD Sortino Ratio Rank: 1717
Sortino Ratio Rank
ETD Omega Ratio Rank: 1717
Omega Ratio Rank
ETD Calmar Ratio Rank: 2525
Calmar Ratio Rank
ETD Martin Ratio Rank: 2424
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7171
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7272
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.

ETD vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ethan Allen Interiors Inc. (ETD) 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.


ETD^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.82

Sortino ratioReturn per unit of downside risk

-3.72

Omega ratioGain probability vs. loss probability

0.92

1.41

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.47

2.93

-3.40

Martin ratioReturn relative to average drawdown

-0.88

13.52

-14.41

ETD vs. ^GSPC - Sharpe Ratio Comparison

The current ETD Sharpe Ratio is -0.57, which is lower than the ^GSPC Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of ETD 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


ETD^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

2.24

-2.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.73

-0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.76

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.47

-0.31

Drawdowns

ETD vs. ^GSPC - Drawdown Comparison

The maximum ETD drawdown since its inception was -82.91%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ETD and ^GSPC.


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Drawdown Indicators


ETD^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-82.91%

-56.78%

-26.13%

Max Drawdown (1Y)

Largest decline over 1 year

-35.36%

-9.10%

-26.26%

Max Drawdown (3Y)

Largest decline over 3 years

-36.84%

-18.90%

-17.94%

Max Drawdown (5Y)

Largest decline over 5 years

-36.84%

-25.43%

-11.41%

Max Drawdown (10Y)

Largest decline over 10 years

-73.68%

-33.92%

-39.76%

Current Drawdown

Current decline from peak

-30.52%

-0.74%

-29.78%

Average Drawdown

Average peak-to-trough decline

-26.54%

-10.72%

-15.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.67%

1.97%

+16.70%

Volatility

ETD vs. ^GSPC - Volatility Comparison

Ethan Allen Interiors Inc. (ETD) has a higher volatility of 8.11% compared to S&P 500 Index (^GSPC) at 2.93%. This indicates that ETD'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


ETD^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.11%

2.93%

+5.18%

Volatility (6M)

Calculated over the trailing 6-month period

18.98%

8.99%

+9.99%

Volatility (1Y)

Calculated over the trailing 1-year period

28.96%

11.89%

+17.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.34%

16.90%

+17.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.22%

18.06%

+19.16%

Frequently Asked Questions


ETD and ^GSPC have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ETD has higher volatility (8.11%) compared to ^GSPC (2.93%). In terms of maximum drawdown, ETD dropped -82.91% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (2.24 vs -0.57), 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.

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