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IVP vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IVP and SPY is 0.09, 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

IVP vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Veterinary Partners Inc. Class A Common Stock (IVP) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

IVP:

-0.38

SPY:

0.70

Sortino Ratio

IVP:

-0.79

SPY:

1.02

Omega Ratio

IVP:

0.91

SPY:

1.15

Calmar Ratio

IVP:

-0.97

SPY:

0.68

Martin Ratio

IVP:

-1.10

SPY:

2.57

Ulcer Index

IVP:

88.70%

SPY:

4.93%

Daily Std Dev

IVP:

253.81%

SPY:

20.42%

Max Drawdown

IVP:

-99.99%

SPY:

-55.19%

Current Drawdown

IVP:

-99.98%

SPY:

-3.55%

Returns By Period

In the year-to-date period, IVP achieves a -62.08% return, which is significantly lower than SPY's 0.87% return.


IVP

YTD

-62.08%

1M

18.95%

6M

-67.06%

1Y

-97.27%

3Y*

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

0.87%

1M

6.28%

6M

-1.56%

1Y

14.21%

3Y*

14.25%

5Y*

15.81%

10Y*

12.73%

*Annualized

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SPDR S&P 500 ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

IVP vs. SPY — Risk-Adjusted Performance Rank

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

IVP
The Risk-Adjusted Performance Rank of IVP is 1717
Overall Rank
The Sharpe Ratio Rank of IVP is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of IVP is 1616
Sortino Ratio Rank
The Omega Ratio Rank of IVP is 1818
Omega Ratio Rank
The Calmar Ratio Rank of IVP is 11
Calmar Ratio Rank
The Martin Ratio Rank of IVP is 2222
Martin Ratio Rank

SPY
The Risk-Adjusted Performance Rank of SPY is 6262
Overall Rank
The Sharpe Ratio Rank of SPY is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 5959
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6363
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6565
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6464
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.

IVP vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Veterinary Partners Inc. Class A Common Stock (IVP) and SPDR S&P 500 ETF (SPY). 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 IVP Sharpe Ratio is -0.38, which is lower than the SPY Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of IVP and SPY, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

IVP vs. SPY - Dividend Comparison

IVP has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.


TTM20242023202220212020201920182017201620152014
IVP
Inspire Veterinary Partners Inc. Class A Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
SPDR S&P 500 ETF
1.22%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

IVP vs. SPY - Drawdown Comparison

The maximum IVP drawdown since its inception was -99.99%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IVP and SPY.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

IVP vs. SPY - Volatility Comparison

Inspire Veterinary Partners Inc. Class A Common Stock (IVP) has a higher volatility of 35.71% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that IVP's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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