PortfoliosLab logoPortfoliosLab logo
GNE vs. ^SP600
Performance
Return for Risk
Drawdowns
Volatility

Performance

GNE vs. ^SP600 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Genie Energy Ltd. (GNE) and S&P 600 (^SP600). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GNE achieves a 2.01% return, which is significantly lower than ^SP600's 20.49% return. Over the past 10 years, GNE has outperformed ^SP600 with an annualized return of 12.06%, while ^SP600 has yielded a comparatively lower 9.21% annualized return.


GNE

1D
-1.49%
1M
-4.86%
6M
2.09%
YTD
2.01%
1Y
-29.70%
3Y*
3.13%
5Y*
21.91%
10Y*
12.06%
ALL TIME*
6.48%

^SP600

1D
-0.09%
1M
-0.75%
6M
14.16%
YTD
20.49%
1Y
33.67%
3Y*
11.49%
5Y*
5.69%
10Y*
9.21%
ALL TIME*
9.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

^SP600

S&P 600
$181.92B$87.47B$30.78B
$950.33K$1.11M$1.18M

GNE vs. ^SP600 - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GNE
Genie Energy Ltd.
2.01%-9.91%-43.56%177.26%95.26%-21.65%-2.76%32.91%46.22%-20.42%
^SP600
S&P 600
20.49%4.23%6.82%13.89%-17.42%25.27%9.57%20.86%-9.75%11.73%

Correlation

The correlation between GNE and ^SP600 is 0.41, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.41

Correlation (3Y)
Balances recent behavior with more history.

0.36

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.31

Correlation (10Y)
Provides a long-term view across more market conditions.

0.31

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2011

0.33

The correlation between GNE and ^SP600 shifts across timeframes, from 0.31 (10 years) to 0.41 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GNE vs. ^SP600 — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GNE
GNE Risk / Return Rank: 1212
Overall Rank
GNE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
GNE Sortino Ratio Rank: 1212
Sortino Ratio Rank
GNE Omega Ratio Rank: 1010
Omega Ratio Rank
GNE Calmar Ratio Rank: 1111
Calmar Ratio Rank
GNE Martin Ratio Rank: 2222
Martin Ratio Rank

^SP600
^SP600 Risk / Return Rank: 8989
Overall Rank
^SP600 Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
^SP600 Sortino Ratio Rank: 8989
Sortino Ratio Rank
^SP600 Omega Ratio Rank: 8787
Omega Ratio Rank
^SP600 Calmar Ratio Rank: 9393
Calmar Ratio Rank
^SP600 Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GNE vs. ^SP600 - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Genie Energy Ltd. (GNE) and S&P 600 (^SP600). 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.


GNE^SP600Difference
Sharpe ratioReturn per unit of total volatility

-2.70

Sortino ratioReturn per unit of downside risk

-3.73

Omega ratioGain probability vs. loss probability

0.85

1.32

-0.47

Calmar ratioReturn relative to maximum drawdown

-0.84

3.54

-4.38

Martin ratioReturn relative to average drawdown

-1.03

12.09

-13.12

GNE vs. ^SP600 - Sharpe Ratio Comparison

The current GNE Sharpe Ratio is -0.87, which is lower than the ^SP600 Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of GNE and ^SP600, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

GNE vs. ^SP600 - Drawdown Comparison

The maximum GNE drawdown since its inception was -75.12%, which is greater than ^SP600's maximum drawdown of -59.17%. Use the drawdown chart below to compare losses from any high point for GNE and ^SP600.


Loading charts...

Drawdown Indicators


GNE^SP600Difference

Max Drawdown

Largest peak-to-trough decline

-75.12%

-59.17%

-15.95%

Max Drawdown (1Y)

Largest decline over 1 year

-36.02%

-8.94%

-27.08%

Max Drawdown (3Y)

Largest decline over 3 years

-55.52%

-28.39%

-27.13%

Max Drawdown (5Y)

Largest decline over 5 years

-55.52%

-28.39%

-27.13%

Max Drawdown (10Y)

Largest decline over 10 years

-57.65%

-45.77%

-11.88%

Current Drawdown

Current decline from peak

-52.33%

-1.98%

-50.35%

Average Drawdown

Average peak-to-trough decline

-43.33%

-9.24%

-34.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.21%

2.61%

+26.60%

Volatility

GNE vs. ^SP600 - Volatility Comparison

Genie Energy Ltd. (GNE) has a higher volatility of 6.13% compared to S&P 600 (^SP600) at 3.43%. This indicates that GNE's price experiences larger fluctuations and is considered to be riskier than ^SP600 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GNE^SP600Difference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

3.43%

+2.70%

Volatility (6M)

Calculated over the trailing 6-month period

19.98%

11.67%

+8.31%

Volatility (1Y)

Calculated over the trailing 1-year period

34.65%

17.40%

+17.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.68%

21.31%

+21.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.69%

23.14%

+21.55%

Frequently Asked Questions


GNE and ^SP600 have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GNE has higher volatility (6.13%) compared to ^SP600 (3.43%). In terms of maximum drawdown, GNE dropped -75.12% vs ^SP600's -59.17%.

^SP600 currently has the higher Sharpe Ratio (1.82 vs -0.87), 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 GNE and ^SP600

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer