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EURUSD=X vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EURUSD=X and ^GSPC is 0.08, 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.


Performance

EURUSD=X vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EUR/USD (EURUSD=X) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%December2025FebruaryMarchAprilMay
-4.11%
356.55%
EURUSD=X
^GSPC

Key characteristics

Sharpe Ratio

EURUSD=X:

0.80

^GSPC:

0.55

Sortino Ratio

EURUSD=X:

1.32

^GSPC:

0.90

Omega Ratio

EURUSD=X:

1.13

^GSPC:

1.13

Calmar Ratio

EURUSD=X:

0.04

^GSPC:

0.57

Martin Ratio

EURUSD=X:

1.74

^GSPC:

2.21

Ulcer Index

EURUSD=X:

4.22%

^GSPC:

4.84%

Daily Std Dev

EURUSD=X:

7.38%

^GSPC:

19.38%

Max Drawdown

EURUSD=X:

-39.99%

^GSPC:

-56.78%

Current Drawdown

EURUSD=X:

-29.06%

^GSPC:

-8.74%

Returns By Period

In the year-to-date period, EURUSD=X achieves a 9.54% return, which is significantly higher than ^GSPC's -4.67% return. Over the past 10 years, EURUSD=X has underperformed ^GSPC with an annualized return of 0.17%, while ^GSPC has yielded a comparatively higher 10.26% annualized return.


EURUSD=X

YTD

9.54%

1M

3.52%

6M

3.76%

1Y

5.32%

5Y*

1.28%

10Y*

0.17%

^GSPC

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*Annualized

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Risk-Adjusted Performance

EURUSD=X vs. ^GSPC — Risk-Adjusted Performance Rank

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

EURUSD=X
The Risk-Adjusted Performance Rank of EURUSD=X is 7575
Overall Rank
The Sharpe Ratio Rank of EURUSD=X is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of EURUSD=X is 8282
Sortino Ratio Rank
The Omega Ratio Rank of EURUSD=X is 7979
Omega Ratio Rank
The Calmar Ratio Rank of EURUSD=X is 5454
Calmar Ratio Rank
The Martin Ratio Rank of EURUSD=X is 8080
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6565
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6161
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EURUSD=X vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for EUR/USD (EURUSD=X) and S&P 500 (^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.


The current EURUSD=X Sharpe Ratio is 0.80, which is higher than the ^GSPC Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of EURUSD=X and ^GSPC, 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 Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.80
0.31
EURUSD=X
^GSPC

Drawdowns

EURUSD=X vs. ^GSPC - Drawdown Comparison

The maximum EURUSD=X drawdown since its inception was -39.99%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for EURUSD=X and ^GSPC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-29.06%
-8.74%
EURUSD=X
^GSPC

Volatility

EURUSD=X vs. ^GSPC - Volatility Comparison

The current volatility for EUR/USD (EURUSD=X) is 3.55%, while S&P 500 (^GSPC) has a volatility of 11.43%. This indicates that EURUSD=X experiences smaller price fluctuations and is considered to be less risky than ^GSPC 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%12.00%14.00%December2025FebruaryMarchAprilMay
3.55%
11.43%
EURUSD=X
^GSPC