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

Correlation

The correlation between FICO and ^GSPC is 0.40, 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

FICO vs. ^GSPC - Performance Comparison

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

0.00%20.00%40.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
44.74%
7.20%
FICO
^GSPC

Key characteristics

Sharpe Ratio

FICO:

2.50

^GSPC:

1.83

Sortino Ratio

FICO:

2.93

^GSPC:

2.46

Omega Ratio

FICO:

1.41

^GSPC:

1.34

Calmar Ratio

FICO:

4.61

^GSPC:

2.72

Martin Ratio

FICO:

14.44

^GSPC:

11.89

Ulcer Index

FICO:

5.36%

^GSPC:

1.94%

Daily Std Dev

FICO:

30.91%

^GSPC:

12.57%

Max Drawdown

FICO:

-79.26%

^GSPC:

-56.78%

Current Drawdown

FICO:

-14.17%

^GSPC:

-3.66%

Returns By Period

In the year-to-date period, FICO achieves a 75.68% return, which is significantly higher than ^GSPC's 23.00% return. Over the past 10 years, FICO has outperformed ^GSPC with an annualized return of 39.88%, while ^GSPC has yielded a comparatively lower 10.96% annualized return.


FICO

YTD

75.68%

1M

-10.49%

6M

44.74%

1Y

77.02%

5Y*

40.61%

10Y*

39.88%

^GSPC

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

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Risk-Adjusted Performance

FICO vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fair Isaac Corporation (FICO) 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 FICO, currently valued at 2.50, compared to the broader market-4.00-2.000.002.002.501.83
The chart of Sortino ratio for FICO, currently valued at 2.93, compared to the broader market-4.00-2.000.002.004.002.932.46
The chart of Omega ratio for FICO, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.34
The chart of Calmar ratio for FICO, currently valued at 4.61, compared to the broader market0.002.004.006.004.612.72
The chart of Martin ratio for FICO, currently valued at 14.44, compared to the broader market0.0010.0020.0014.4411.89
FICO
^GSPC

The current FICO Sharpe Ratio is 2.50, which is higher than the ^GSPC Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of FICO 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 Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
2.50
1.83
FICO
^GSPC

Drawdowns

FICO vs. ^GSPC - Drawdown Comparison

The maximum FICO drawdown since its inception was -79.26%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for FICO and ^GSPC. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.17%
-3.66%
FICO
^GSPC

Volatility

FICO vs. ^GSPC - Volatility Comparison

Fair Isaac Corporation (FICO) has a higher volatility of 8.79% compared to S&P 500 (^GSPC) at 3.62%. This indicates that FICO'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%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.79%
3.62%
FICO
^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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