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HUM vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between HUM and ^SP500TR is 0.36, 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

HUM vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Humana Inc. (HUM) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

HUM:

-0.76

^SP500TR:

0.72

Sortino Ratio

HUM:

-0.80

^SP500TR:

1.20

Omega Ratio

HUM:

0.89

^SP500TR:

1.18

Calmar Ratio

HUM:

-0.51

^SP500TR:

0.81

Martin Ratio

HUM:

-1.10

^SP500TR:

3.11

Ulcer Index

HUM:

27.46%

^SP500TR:

4.87%

Daily Std Dev

HUM:

42.86%

^SP500TR:

19.61%

Max Drawdown

HUM:

-85.10%

^SP500TR:

-55.25%

Current Drawdown

HUM:

-56.72%

^SP500TR:

-2.70%

Returns By Period

In the year-to-date period, HUM achieves a -5.90% return, which is significantly lower than ^SP500TR's 1.81% return. Over the past 10 years, HUM has underperformed ^SP500TR with an annualized return of 3.70%, while ^SP500TR has yielded a comparatively higher 12.89% annualized return.


HUM

YTD

-5.90%

1M

-10.03%

6M

-13.09%

1Y

-32.39%

5Y*

-8.82%

10Y*

3.70%

^SP500TR

YTD

1.81%

1M

12.91%

6M

2.19%

1Y

13.85%

5Y*

16.90%

10Y*

12.89%

*Annualized

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Risk-Adjusted Performance

HUM vs. ^SP500TR — Risk-Adjusted Performance Rank

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

HUM
The Risk-Adjusted Performance Rank of HUM is 1616
Overall Rank
The Sharpe Ratio Rank of HUM is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of HUM is 1616
Sortino Ratio Rank
The Omega Ratio Rank of HUM is 1414
Omega Ratio Rank
The Calmar Ratio Rank of HUM is 1818
Calmar Ratio Rank
The Martin Ratio Rank of HUM is 2222
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 8383
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 8080
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 8484
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 8585
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HUM vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Humana Inc. (HUM) and S&P 500 Total Return (^SP500TR). 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 HUM Sharpe Ratio is -0.76, which is lower than the ^SP500TR Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of HUM and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Drawdowns

HUM vs. ^SP500TR - Drawdown Comparison

The maximum HUM drawdown since its inception was -85.10%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for HUM and ^SP500TR. For additional features, visit the drawdowns tool.


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Volatility

HUM vs. ^SP500TR - Volatility Comparison

Humana Inc. (HUM) has a higher volatility of 16.86% compared to S&P 500 Total Return (^SP500TR) at 5.42%. This indicates that HUM's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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