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MGIC vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between MGIC and ^SP500TR is 0.23, 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.


-0.50.00.51.00.2

Performance

MGIC vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Magic Software Enterprises Ltd (MGIC) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2025February
26.07%
11.01%
MGIC
^SP500TR

Key characteristics

Sharpe Ratio

MGIC:

0.59

^SP500TR:

1.87

Sortino Ratio

MGIC:

1.08

^SP500TR:

2.52

Omega Ratio

MGIC:

1.13

^SP500TR:

1.34

Calmar Ratio

MGIC:

0.36

^SP500TR:

2.82

Martin Ratio

MGIC:

1.89

^SP500TR:

11.69

Ulcer Index

MGIC:

11.07%

^SP500TR:

2.04%

Daily Std Dev

MGIC:

35.20%

^SP500TR:

12.77%

Max Drawdown

MGIC:

-97.62%

^SP500TR:

-55.25%

Current Drawdown

MGIC:

-40.80%

^SP500TR:

0.00%

Returns By Period

In the year-to-date period, MGIC achieves a 10.56% return, which is significantly higher than ^SP500TR's 4.64% return. Over the past 10 years, MGIC has underperformed ^SP500TR with an annualized return of 9.83%, while ^SP500TR has yielded a comparatively higher 13.33% annualized return.


MGIC

YTD

10.56%

1M

5.56%

6M

24.77%

1Y

21.23%

5Y*

6.81%

10Y*

9.83%

^SP500TR

YTD

4.64%

1M

2.57%

6M

10.02%

1Y

25.16%

5Y*

14.82%

10Y*

13.33%

*Annualized

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Risk-Adjusted Performance

MGIC vs. ^SP500TR — Risk-Adjusted Performance Rank

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

MGIC
The Risk-Adjusted Performance Rank of MGIC is 6262
Overall Rank
The Sharpe Ratio Rank of MGIC is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of MGIC is 6161
Sortino Ratio Rank
The Omega Ratio Rank of MGIC is 5757
Omega Ratio Rank
The Calmar Ratio Rank of MGIC is 6262
Calmar Ratio Rank
The Martin Ratio Rank of MGIC is 6565
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 8888
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 8686
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 8686
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 9393
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.

MGIC vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Magic Software Enterprises Ltd (MGIC) 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.


Sharpe ratio
The chart of Sharpe ratio for MGIC, currently valued at 0.59, compared to the broader market-2.000.002.000.591.87
The chart of Sortino ratio for MGIC, currently valued at 1.08, compared to the broader market-4.00-2.000.002.004.006.001.082.52
The chart of Omega ratio for MGIC, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.34
The chart of Calmar ratio for MGIC, currently valued at 0.36, compared to the broader market0.002.004.006.000.362.82
The chart of Martin ratio for MGIC, currently valued at 1.89, compared to the broader market0.0010.0020.0030.001.8911.69
MGIC
^SP500TR

The current MGIC Sharpe Ratio is 0.59, which is lower than the ^SP500TR Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of MGIC and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.59
1.87
MGIC
^SP500TR

Drawdowns

MGIC vs. ^SP500TR - Drawdown Comparison

The maximum MGIC drawdown since its inception was -97.62%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MGIC and ^SP500TR. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-40.80%
0
MGIC
^SP500TR

Volatility

MGIC vs. ^SP500TR - Volatility Comparison

Magic Software Enterprises Ltd (MGIC) has a higher volatility of 8.03% compared to S&P 500 Total Return (^SP500TR) at 3.07%. This indicates that MGIC'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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
8.03%
3.07%
MGIC
^SP500TR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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