INDEX vs. BCS

In the year-to-date period, INDEX achieves a 1.09% return, which is significantly lower than BCS's 37.16% return. Over the past 10 years, INDEX has outperformed BCS with an annualized return of 9.73%, while BCS has yielded a comparatively lower 4.03% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Index Funds S&P 500 Equal Weight (INDEX) and Barclays PLC (BCS). 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 INDEX Sharpe Ratio is 0.62, which is lower than the BCS Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of INDEX and BCS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INDEX's dividend yield for the trailing twelve months is around 1.95%, less than BCS's 2.36% yield.

The maximum INDEX drawdown since its inception was -38.82%, smaller than the maximum BCS drawdown of -94.39%. Use the drawdown chart below to compare losses from any high point for INDEX and BCS.

The current volatility for Index Funds S&P 500 Equal Weight (INDEX) is 4.73%, while Barclays PLC (BCS) has a volatility of 5.70%. This indicates that INDEX experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.