HCXY vs. ^GSPC

In the year-to-date period, HCXY achieves a 1.32% return, which is significantly higher than ^GSPC's 0.51% return.

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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.

The current HCXY Sharpe Ratio is 0.62, which is comparable to the ^GSPC Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of HCXY 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.

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.

The current volatility for Hercules Capital, Inc. (HCXY) is 2.91%, while S&P 500 (^GSPC) has a volatility of 4.77%. 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.