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EXC vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between EXC and ^GSPC is 0.38, 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.


-0.50.00.51.00.4

Performance

EXC vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Exelon Corporation (EXC) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%JulyAugustSeptemberOctoberNovemberDecember
11,436.30%
5,507.84%
EXC
^GSPC

Key characteristics

Sharpe Ratio

EXC:

0.62

^GSPC:

2.10

Sortino Ratio

EXC:

0.98

^GSPC:

2.80

Omega Ratio

EXC:

1.12

^GSPC:

1.39

Calmar Ratio

EXC:

0.37

^GSPC:

3.09

Martin Ratio

EXC:

2.24

^GSPC:

13.49

Ulcer Index

EXC:

4.81%

^GSPC:

1.94%

Daily Std Dev

EXC:

17.47%

^GSPC:

12.52%

Max Drawdown

EXC:

-62.26%

^GSPC:

-56.78%

Current Drawdown

EXC:

-18.62%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, EXC achieves a 7.42% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, EXC has underperformed ^GSPC with an annualized return of 7.13%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.


EXC

YTD

7.42%

1M

-4.42%

6M

8.61%

1Y

9.96%

5Y*

6.44%

10Y*

7.13%

^GSPC

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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Risk-Adjusted Performance

EXC vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Exelon Corporation (EXC) 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 EXC, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.622.10
The chart of Sortino ratio for EXC, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.982.80
The chart of Omega ratio for EXC, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.39
The chart of Calmar ratio for EXC, currently valued at 0.37, compared to the broader market0.002.004.006.000.373.09
The chart of Martin ratio for EXC, currently valued at 2.24, compared to the broader market-5.000.005.0010.0015.0020.0025.002.2413.49
EXC
^GSPC

The current EXC Sharpe Ratio is 0.62, which is lower than the ^GSPC Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of EXC 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
0.62
2.10
EXC
^GSPC

Drawdowns

EXC vs. ^GSPC - Drawdown Comparison

The maximum EXC drawdown since its inception was -62.26%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for EXC and ^GSPC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.62%
-2.62%
EXC
^GSPC

Volatility

EXC vs. ^GSPC - Volatility Comparison

Exelon Corporation (EXC) has a higher volatility of 5.30% compared to S&P 500 (^GSPC) at 3.79%. This indicates that EXC's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
5.30%
3.79%
EXC
^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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