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:
2.92
^SP500TR:
1.46
EVRG:
3.99
^SP500TR:
1.99
EVRG:
1.49
^SP500TR:
1.27
EVRG:
1.60
^SP500TR:
2.23
EVRG:
15.11
^SP500TR:
9.00
EVRG:
2.89%
^SP500TR:
2.10%
EVRG:
14.94%
^SP500TR:
12.94%
EVRG:
-38.79%
^SP500TR:
-55.25%
EVRG:
-0.27%
^SP500TR:
-3.05%
Returns By Period
In the year-to-date period, EVRG achieves a 11.96% return, which is significantly higher than ^SP500TR's 1.44% return.
EVRG
11.96%
7.25%
17.74%
46.84%
3.87%
N/A
^SP500TR
1.44%
-1.80%
6.11%
17.46%
15.86%
13.04%
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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
The current volatility for Evergy, Inc. (EVRG) is 3.13%, while S&P 500 Total Return (^SP500TR) has a volatility of 3.71%. 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.