MASKX vs. ^GSPC
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and S&P 500 (^GSPC).
MASKX is managed by Blackrock. It was launched on Apr 9, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MASKX or ^GSPC.
Correlation
The correlation between MASKX and ^GSPC is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MASKX vs. ^GSPC - Performance Comparison
Key characteristics
MASKX:
-0.04
^GSPC:
0.46
MASKX:
0.12
^GSPC:
0.77
MASKX:
1.01
^GSPC:
1.11
MASKX:
-0.04
^GSPC:
0.47
MASKX:
-0.11
^GSPC:
1.94
MASKX:
8.65%
^GSPC:
4.61%
MASKX:
24.33%
^GSPC:
19.44%
MASKX:
-59.06%
^GSPC:
-56.78%
MASKX:
-19.40%
^GSPC:
-10.07%
Returns By Period
In the year-to-date period, MASKX achieves a -11.84% return, which is significantly lower than ^GSPC's -6.06% return. Over the past 10 years, MASKX has underperformed ^GSPC with an annualized return of 6.08%, while ^GSPC has yielded a comparatively higher 10.27% annualized return.
MASKX
-11.84%
-3.11%
-10.76%
-0.97%
9.97%
6.08%
^GSPC
-6.06%
-1.00%
-4.87%
8.34%
14.11%
10.27%
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Risk-Adjusted Performance
MASKX vs. ^GSPC — Risk-Adjusted Performance Rank
MASKX
^GSPC
MASKX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and S&P 500 (^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.
Drawdowns
MASKX vs. ^GSPC - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for MASKX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
MASKX vs. ^GSPC - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) and S&P 500 (^GSPC) have volatilities of 14.23% and 14.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.