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JWEL.TO vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

JWEL.TO vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Jamieson Wellness Inc. (JWEL.TO) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JWEL.TO is traded in CAD, while ^GSPC is traded in USD. To make them comparable, the ^GSPC values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, JWEL.TO achieves a 6.05% return, which is significantly lower than ^GSPC's 12.32% return.


JWEL.TO

1D
2.03%
1M
5.38%
YTD
6.05%
6M
4.74%
1Y
-0.33%
3Y*
7.62%
5Y*
1.65%
10Y*

^GSPC

1D
0.51%
1M
6.71%
YTD
12.32%
6M
10.23%
1Y
29.18%
3Y*
22.45%
5Y*
15.62%
10Y*
14.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JWEL.TO vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JWEL.TO
Jamieson Wellness Inc.
6.05%-5.89%18.75%-7.34%-10.92%12.79%42.35%22.84%-3.09%469,077.94%
^GSPC
S&P 500 Index
12.32%11.05%33.90%21.49%-13.70%25.75%14.29%22.54%1.71%7.69%

Correlation

The correlation between JWEL.TO and ^GSPC is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2017

0.18

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Return for Risk

JWEL.TO vs. ^GSPC — Risk / Return Rank

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

JWEL.TO
JWEL.TO Risk / Return Rank: 3737
Overall Rank
JWEL.TO Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
JWEL.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
JWEL.TO Omega Ratio Rank: 3333
Omega Ratio Rank
JWEL.TO Calmar Ratio Rank: 4040
Calmar Ratio Rank
JWEL.TO Martin Ratio Rank: 4040
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 8080
Overall Rank
^GSPC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7979
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7979
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 7676
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JWEL.TO vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jamieson Wellness Inc. (JWEL.TO) and S&P 500 Index (^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.


JWEL.TO^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.52

Sortino ratioReturn per unit of downside risk

-3.25

Omega ratioGain probability vs. loss probability

1.01

1.48

-0.46

Calmar ratioReturn relative to maximum drawdown

-0.02

3.31

-3.33

Martin ratioReturn relative to average drawdown

-0.04

12.49

-12.53

JWEL.TO vs. ^GSPC - Sharpe Ratio Comparison

The current JWEL.TO Sharpe Ratio is -0.02, which is lower than the ^GSPC Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of JWEL.TO and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JWEL.TO^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

2.51

-2.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

1.05

-0.98

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.90

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.99

-0.99

Drawdowns

JWEL.TO vs. ^GSPC - Drawdown Comparison

The maximum JWEL.TO drawdown since its inception was -45.81%, which is greater than ^GSPC's maximum drawdown of -27.59%. Use the drawdown chart below to compare losses from any high point for JWEL.TO and ^GSPC.


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Drawdown Indicators


JWEL.TO^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-45.81%

-27.59%

-18.22%

Max Drawdown (1Y)

Largest decline over 1 year

-14.62%

-8.86%

-5.76%

Max Drawdown (3Y)

Largest decline over 3 years

-27.52%

-19.23%

-8.29%

Max Drawdown (5Y)

Largest decline over 5 years

-44.47%

-22.60%

-21.87%

Max Drawdown (10Y)

Largest decline over 10 years

-27.59%

Current Drawdown

Current decline from peak

-8.62%

0.00%

-8.62%

Average Drawdown

Average peak-to-trough decline

-14.86%

-3.51%

-11.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.13%

2.34%

+5.79%

Volatility

JWEL.TO vs. ^GSPC - Volatility Comparison

Jamieson Wellness Inc. (JWEL.TO) has a higher volatility of 6.24% compared to S&P 500 Index (^GSPC) at 2.72%. This indicates that JWEL.TO's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JWEL.TO^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.24%

2.72%

+3.52%

Volatility (6M)

Calculated over the trailing 6-month period

14.07%

8.87%

+5.20%

Volatility (1Y)

Calculated over the trailing 1-year period

20.03%

11.70%

+8.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.48%

14.99%

+10.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

122,393.68%

16.33%

+122,377.35%

Frequently Asked Questions


JWEL.TO and ^GSPC have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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