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

Correlation

The correlation between EURUSD=X and ^GSPC 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

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.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-3.21%
7.20%
EURUSD=X
^GSPC

Key characteristics

Sharpe Ratio

EURUSD=X:

-0.80

^GSPC:

1.83

Sortino Ratio

EURUSD=X:

-1.04

^GSPC:

2.46

Omega Ratio

EURUSD=X:

0.87

^GSPC:

1.34

Calmar Ratio

EURUSD=X:

-0.13

^GSPC:

2.72

Martin Ratio

EURUSD=X:

-1.61

^GSPC:

11.89

Ulcer Index

EURUSD=X:

2.75%

^GSPC:

1.94%

Daily Std Dev

EURUSD=X:

5.45%

^GSPC:

12.57%

Max Drawdown

EURUSD=X:

-57.54%

^GSPC:

-56.78%

Current Drawdown

EURUSD=X:

-35.23%

^GSPC:

-3.66%

Returns By Period

In the year-to-date period, EURUSD=X achieves a -6.16% return, which is significantly lower than ^GSPC's 23.00% return. Over the past 10 years, EURUSD=X has underperformed ^GSPC with an annualized return of -1.57%, while ^GSPC has yielded a comparatively higher 10.96% annualized return.


EURUSD=X

YTD

-6.16%

1M

-2.27%

6M

-3.21%

1Y

-5.32%

5Y*

-1.25%

10Y*

-1.57%

^GSPC

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for EURUSD=X, currently valued at -0.80, compared to the broader market0.002.004.006.008.0010.00-0.801.36
The chart of Sortino ratio for EURUSD=X, currently valued at -1.04, compared to the broader market0.0010.0020.0030.0040.00-1.041.86
The chart of Omega ratio for EURUSD=X, currently valued at 0.87, compared to the broader market2.004.006.008.0010.000.871.29
The chart of Calmar ratio for EURUSD=X, currently valued at -0.13, compared to the broader market0.0020.0040.0060.0080.00-0.131.85
The chart of Martin ratio for EURUSD=X, currently valued at -1.61, compared to the broader market0.00100.00200.00300.00400.00500.00600.00-1.617.47
EURUSD=X
^GSPC

The current EURUSD=X Sharpe Ratio is -0.80, which is lower than the ^GSPC Sharpe Ratio of 1.83. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.80
1.36
EURUSD=X
^GSPC

Drawdowns

EURUSD=X vs. ^GSPC - Drawdown Comparison

The maximum EURUSD=X drawdown since its inception was -57.54%, roughly equal to 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%JulyAugustSeptemberOctoberNovemberDecember
-35.23%
-3.66%
EURUSD=X
^GSPC

Volatility

EURUSD=X vs. ^GSPC - Volatility Comparison

The current volatility for EUR/USD (EURUSD=X) is 2.00%, while S&P 500 (^GSPC) has a volatility of 3.45%. 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.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.00%
3.45%
EURUSD=X
^GSPC
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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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