HCXY vs. ^GSPC
Compare and contrast key facts about Hercules Capital, Inc. (HCXY) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCXY or ^GSPC.
Correlation
The correlation between HCXY and ^GSPC is 0.13, 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
HCXY vs. ^GSPC - Performance Comparison
Key characteristics
HCXY:
0.73
^GSPC:
1.62
HCXY:
1.22
^GSPC:
2.20
HCXY:
1.16
^GSPC:
1.30
HCXY:
1.74
^GSPC:
2.46
HCXY:
3.85
^GSPC:
10.01
HCXY:
1.62%
^GSPC:
2.08%
HCXY:
8.33%
^GSPC:
12.88%
HCXY:
-34.76%
^GSPC:
-56.78%
HCXY:
-1.14%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, HCXY achieves a 0.94% return, which is significantly lower than ^GSPC's 2.24% return.
HCXY
0.94%
1.26%
1.22%
7.61%
4.68%
N/A
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
HCXY vs. ^GSPC — Risk-Adjusted Performance Rank
HCXY
^GSPC
HCXY vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HCXY) 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.
Drawdowns
HCXY vs. ^GSPC - Drawdown Comparison
The maximum HCXY drawdown since its inception was -34.76%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for HCXY and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
HCXY vs. ^GSPC - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HCXY) is 1.94%, while S&P 500 (^GSPC) has a volatility of 3.43%. This indicates that HCXY experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.