EVRG vs. ^SP500TR

Last updated Apr 2, 2026

Compare and contrast key facts about Evergy, Inc. (EVRG) and S&P 500 Total Return (^SP500TR).

Performance

EVRG vs. ^SP500TR - Performance Comparison

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

EVRG vs. ^SP500TR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EVRG Evergy, Inc.	14.46%	22.44%	23.41%	-13.28%	-4.89%	27.99%	-11.67%	18.38%	6.83%
^SP500TR S&P 500 Total Return	-3.64%	17.88%	25.02%	26.29%	-18.11%	28.71%	18.40%	31.49%	-7.71%

Returns By Period

In the year-to-date period, EVRG achieves a 14.46% return, which is significantly higher than ^SP500TR's -3.64% return.

EVRG

• 1D: 0.44%
• 1M: -1.23%
• YTD: 14.46%
• 6M: 9.85%
• 1Y: 23.73%
• 3Y*: 15.18%
• 5Y*: 10.86%
• 10Y*: —

^SP500TR

• 1D: 0.72%
• 1M: -4.34%
• YTD: -3.64%
• 6M: -1.43%
• 1Y: 18.20%
• 3Y*: 18.60%
• 5Y*: 11.96%
• 10Y*: 14.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EVRG vs. ^SP500TR — Risk / Return Rank

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

EVRG

EVRG Risk / Return Rank: 80
EVRG Sharpe Ratio Rank: 82
EVRG Sortino Ratio Rank: 75
EVRG Omega Ratio Rank: 74
EVRG Calmar Ratio Rank: 85
EVRG Martin Ratio Rank: 84

^SP500TR

^SP500TR Risk / Return Rank: 72
^SP500TR Sharpe Ratio Rank: 66
^SP500TR Sortino Ratio Rank: 69
^SP500TR Omega Ratio Rank: 74
^SP500TR Calmar Ratio Rank: 67
^SP500TR Martin Ratio Rank: 83

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.

EVRG vs. ^SP500TR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) 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.

	EVRG	^SP500TR	Difference
Sharpe ratio Return per unit of total volatility	1.41	1.00	+0.42
Sortino ratio Return per unit of downside risk	1.90	1.52	+0.38
Omega ratio Gain probability vs. loss probability	1.25	1.23	+0.01
Calmar ratio Return relative to maximum drawdown	2.97	1.54	+1.44
Martin ratio Return relative to average drawdown	7.53	7.32	+0.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVRG vs. ^SP500TR - Sharpe Ratio Comparison

The current EVRG Sharpe Ratio is 1.41, which is higher than the ^SP500TR Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of EVRG 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.

Sharpe Ratios by Period

	EVRG	^SP500TR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	1.00	+0.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	0.71	-0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.62	-0.23

Correlation

The correlation between EVRG and ^SP500TR is 0.28, 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.

Drawdowns

EVRG vs. ^SP500TR - Drawdown Comparison

The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for EVRG and ^SP500TR.

Drawdown Indicators

	EVRG	^SP500TR	Difference
Max Drawdown Largest peak-to-trough decline	-38.79%	-55.25%	+16.46%
Max Drawdown (1Y) Largest decline over 1 year	-8.01%	-12.12%	+4.11%
Max Drawdown (5Y) Largest decline over 5 years	-29.84%	-24.49%	-5.35%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.79%	—
Current Drawdown Current decline from peak	-1.70%	-5.55%	+3.85%
Average Drawdown Average peak-to-trough decline	-10.09%	-8.20%	-1.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.17%	2.55%	+0.62%

Volatility

EVRG vs. ^SP500TR - Volatility Comparison

The current volatility for Evergy, Inc. (EVRG) is 4.81%, while S&P 500 Total Return (^SP500TR) has a volatility of 5.38%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EVRG	^SP500TR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.81%	5.38%	-0.57%
Volatility (6M) Calculated over the trailing 6-month period	10.90%	9.55%	+1.35%
Volatility (1Y) Calculated over the trailing 1-year period	16.85%	18.32%	-1.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.84%	16.90%	+1.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	18.05%	+6.40%