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:
1.62
^SP500TR:
2.21
EVRG:
2.31
^SP500TR:
2.93
EVRG:
1.28
^SP500TR:
1.41
EVRG:
0.91
^SP500TR:
3.27
EVRG:
6.53
^SP500TR:
14.42
EVRG:
3.93%
^SP500TR:
1.91%
EVRG:
15.92%
^SP500TR:
12.53%
EVRG:
-38.79%
^SP500TR:
-55.25%
EVRG:
-5.66%
^SP500TR:
-1.85%
Returns By Period
In the year-to-date period, EVRG achieves a 22.96% return, which is significantly lower than ^SP500TR's 26.95% return.
EVRG
22.96%
-4.58%
17.38%
24.92%
3.06%
N/A
^SP500TR
26.95%
0.19%
10.38%
27.39%
14.97%
13.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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 3.82%. 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.