EVRG vs. ^SP500TR
Compare and contrast key facts about Evergy, Inc. (EVRG) and S&P 500 Total Return (^SP500TR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVRG or ^SP500TR.
Correlation
The correlation between EVRG and ^SP500TR is 0.30, 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
EVRG vs. ^SP500TR - Performance Comparison
Key characteristics
EVRG:
2.05
^SP500TR:
1.98
EVRG:
2.85
^SP500TR:
2.65
EVRG:
1.35
^SP500TR:
1.36
EVRG:
1.14
^SP500TR:
3.04
EVRG:
10.33
^SP500TR:
12.65
EVRG:
3.11%
^SP500TR:
2.03%
EVRG:
15.68%
^SP500TR:
12.99%
EVRG:
-38.79%
^SP500TR:
-55.25%
EVRG:
-2.75%
^SP500TR:
-0.82%
Returns By Period
In the year-to-date period, EVRG achieves a 2.70% return, which is significantly lower than ^SP500TR's 3.24% return.
EVRG
2.70%
2.45%
11.90%
30.75%
1.21%
N/A
^SP500TR
3.24%
1.71%
12.36%
24.83%
14.92%
13.85%
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Risk-Adjusted Performance
EVRG vs. ^SP500TR — Risk-Adjusted Performance Rank
EVRG
^SP500TR
EVRG vs. ^SP500TR - Risk-Adjusted Performance 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.
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. For additional features, visit the drawdowns tool.
Volatility
EVRG vs. ^SP500TR - Volatility Comparison
Evergy, Inc. (EVRG) has a higher volatility of 4.72% compared to S&P 500 Total Return (^SP500TR) at 4.23%. This indicates that EVRG's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.