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:
-0.59
^GSPC:
-0.17
MASKX:
-0.70
^GSPC:
-0.11
MASKX:
0.91
^GSPC:
0.98
MASKX:
-0.45
^GSPC:
-0.15
MASKX:
-1.68
^GSPC:
-0.79
MASKX:
7.88%
^GSPC:
3.36%
MASKX:
22.27%
^GSPC:
15.95%
MASKX:
-67.66%
^GSPC:
-56.78%
MASKX:
-29.27%
^GSPC:
-17.42%
Returns By Period
In the year-to-date period, MASKX achieves a -17.79% return, which is significantly lower than ^GSPC's -13.73% return. Over the past 10 years, MASKX has underperformed ^GSPC with an annualized return of 2.69%, while ^GSPC has yielded a comparatively higher 9.30% annualized return.
MASKX
-17.79%
-11.82%
-18.97%
-12.69%
8.91%
2.69%
^GSPC
-13.73%
-12.06%
-11.77%
-2.50%
13.85%
9.30%
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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 -67.66%, which is greater than ^GSPC's maximum 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) has a higher volatility of 10.08% compared to S&P 500 (^GSPC) at 9.30%. This indicates that MASKX'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.