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FICO vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

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 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FICO achieves a -30.25% return, which is significantly lower than ^GSPC's 8.56% return. Over the past 10 years, FICO has outperformed ^GSPC with an annualized return of 26.62%, while ^GSPC has yielded a comparatively lower 13.61% annualized return.


FICO

1D
-0.52%
1M
10.76%
YTD
-30.25%
6M
-36.09%
1Y
-33.92%
3Y*
13.73%
5Y*
18.49%
10Y*
26.62%

^GSPC

1D
0.50%
1M
-0.17%
YTD
8.56%
6M
8.85%
1Y
22.93%
3Y*
19.37%
5Y*
11.84%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FICO vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FICO
Fair Isaac Corporation
-30.25%-15.08%71.04%94.46%38.03%-15.14%36.39%100.36%22.06%28.52%
^GSPC
S&P 500 Index
8.56%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between FICO and ^GSPC is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Feb 25, 1992

0.44

Over the past year, the correlation between FICO and ^GSPC has dropped to 0.21 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.

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Return for Risk

FICO vs. ^GSPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FICO
FICO Risk / Return Rank: 1616
Overall Rank
FICO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
FICO Sortino Ratio Rank: 1616
Sortino Ratio Rank
FICO Omega Ratio Rank: 1616
Omega Ratio Rank
FICO Calmar Ratio Rank: 1919
Calmar Ratio Rank
FICO Martin Ratio Rank: 1515
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6969
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7777
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6666
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FICO vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fair Isaac Corporation (FICO) and S&P 500 Index (^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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FICO^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.53

Sortino ratioReturn per unit of downside risk

-3.30

Omega ratioGain probability vs. loss probability

0.90

1.34

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.65

2.53

-3.18

Martin ratioReturn relative to average drawdown

-1.24

11.37

-12.61

FICO vs. ^GSPC - Sharpe Ratio Comparison

The current FICO Sharpe Ratio is -0.67, which is lower than the ^GSPC Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of FICO and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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.


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Drawdown Indicators


FICO^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-79.26%

-56.78%

-22.48%

Max Drawdown (1Y)

Largest decline over 1 year

-52.12%

-9.10%

-43.02%

Max Drawdown (3Y)

Largest decline over 3 years

-61.28%

-18.90%

-42.38%

Max Drawdown (5Y)

Largest decline over 5 years

-61.28%

-25.43%

-35.85%

Max Drawdown (10Y)

Largest decline over 10 years

-61.28%

-33.92%

-27.36%

Current Drawdown

Current decline from peak

-50.50%

-2.34%

-48.16%

Average Drawdown

Average peak-to-trough decline

-18.03%

-10.72%

-7.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.47%

2.02%

+25.45%

Volatility

FICO vs. ^GSPC - Volatility Comparison

Fair Isaac Corporation (FICO) has a higher volatility of 14.33% compared to S&P 500 Index (^GSPC) at 4.43%. 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.


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Volatility by Period


FICO^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.33%

4.43%

+9.90%

Volatility (6M)

Calculated over the trailing 6-month period

39.21%

9.70%

+29.51%

Volatility (1Y)

Calculated over the trailing 1-year period

50.67%

12.38%

+38.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.73%

16.97%

+23.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.07%

18.09%

+19.98%

Frequently Asked Questions


FICO and ^GSPC have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FICO has higher volatility (14.33%) compared to ^GSPC (4.43%). In terms of maximum drawdown, FICO dropped -79.26% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.86 vs -0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FICO and ^GSPC

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