LODE vs. ^SP500TR
LODE (Comstock Mining Inc.) is a stock, while ^SP500TR (S&P 500 Total Return) is an index. Over the past 10 years, LODE returned -30.87%/yr vs 15.17%/yr for ^SP500TR. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
LODE vs. ^SP500TR - Performance Comparison
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Returns By Period
In the year-to-date period, LODE achieves a -27.13% return, which is significantly lower than ^SP500TR's 10.14% return. Over the past 10 years, LODE has underperformed ^SP500TR with an annualized return of -30.87%, while ^SP500TR has yielded a comparatively higher 15.17% annualized return.
LODE
- 1D
- -1.79%
- 1M
- -34.61%
- 6M
- -7.12%
- YTD
- -27.13%
- 1Y
- -12.74%
- 3Y*
- -20.40%
- 5Y*
- -38.87%
- 10Y*
- -30.87%
- ALL TIME*
- -28.52%
^SP500TR
- 1D
- 0.71%
- 1M
- 0.14%
- 6M
- 8.56%
- YTD
- 10.14%
- 1Y
- 21.50%
- 3Y*
- 19.43%
- 5Y*
- 12.86%
- 10Y*
- 15.17%
- ALL TIME*
- 11.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
^SP500TR S&P 500 Total Return | $0.00 | $0.00 | $0.00 |
| $5.92M | $4.68M | $6.40M |
LODE vs. ^SP500TR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LODE Comstock Mining Inc. | -27.13% | -53.04% | 46.09% | 99.27% | -78.68% | 24.04% | 136.36% | -33.83% | -65.90% | -70.34% |
^SP500TR S&P 500 Total Return | 10.14% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 31.49% | -4.38% | 21.83% |
Correlation
The correlation between LODE and ^SP500TR is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2003 | 0.12 |
Over the past year, LODE and ^SP500TR have become more correlated (0.33) than their long-term average of 0.12, meaning their price movements have been converging.
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Return for Risk
LODE vs. ^SP500TR — Risk / Return Rank
LODE
^SP500TR
LODE vs. ^SP500TR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Comstock Mining Inc. (LODE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LODE | ^SP500TR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.27 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 2.21 | -2.55 |
| Martin ratioReturn relative to average drawdown | -0.66 | 9.49 | -10.16 |
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Drawdowns
LODE vs. ^SP500TR - Drawdown Comparison
The maximum LODE drawdown since its inception was -100.00%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LODE and ^SP500TR.
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Drawdown Indicators
| LODE | ^SP500TR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -55.25% | -44.75% |
Max Drawdown (1Y)Largest decline over 1 year | -48.37% | -8.89% | -39.48% |
Max Drawdown (3Y)Largest decline over 3 years | -78.54% | -18.75% | -59.79% |
Max Drawdown (5Y)Largest decline over 5 years | -95.83% | -24.49% | -71.34% |
Max Drawdown (10Y)Largest decline over 10 years | -98.74% | -33.79% | -64.95% |
Current DrawdownCurrent decline from peak | -99.99% | -1.41% | -98.58% |
Average DrawdownAverage peak-to-trough decline | -94.98% | -8.14% | -86.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.84% | 2.07% | +22.77% |
Volatility
LODE vs. ^SP500TR - Volatility Comparison
Comstock Mining Inc. (LODE) has a higher volatility of 30.80% compared to S&P 500 Total Return (^SP500TR) at 3.52%. This indicates that LODE'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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Volatility by Period
| LODE | ^SP500TR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 30.80% | 3.52% | +27.28% |
Volatility (6M)Calculated over the trailing 6-month period | 61.90% | 10.11% | +51.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 86.91% | 12.87% | +74.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 95.24% | 17.01% | +78.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 116.63% | 18.07% | +98.56% |
Frequently Asked Questions
LODE and ^SP500TR have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LODE has higher volatility (30.80%) compared to ^SP500TR (3.52%). In terms of maximum drawdown, LODE dropped -100.00% vs ^SP500TR's -55.25%.
^SP500TR currently has the higher Sharpe Ratio (1.53 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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