PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
MTD vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between MTD and ^SP500TR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

MTD vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mettler-Toledo International Inc. (MTD) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%JulyAugustSeptemberOctoberNovemberDecember
8,173.88%
949.75%
MTD
^SP500TR

Key characteristics

Sharpe Ratio

MTD:

0.11

^SP500TR:

2.23

Sortino Ratio

MTD:

0.42

^SP500TR:

2.97

Omega Ratio

MTD:

1.05

^SP500TR:

1.42

Calmar Ratio

MTD:

0.11

^SP500TR:

3.31

Martin Ratio

MTD:

0.39

^SP500TR:

14.64

Ulcer Index

MTD:

9.35%

^SP500TR:

1.91%

Daily Std Dev

MTD:

32.47%

^SP500TR:

12.52%

Max Drawdown

MTD:

-61.43%

^SP500TR:

-55.25%

Current Drawdown

MTD:

-27.71%

^SP500TR:

-2.57%

Returns By Period

In the year-to-date period, MTD achieves a 1.47% return, which is significantly lower than ^SP500TR's 26.03% return. Over the past 10 years, MTD has outperformed ^SP500TR with an annualized return of 15.15%, while ^SP500TR has yielded a comparatively lower 13.10% annualized return.


MTD

YTD

1.47%

1M

5.47%

6M

-15.90%

1Y

1.79%

5Y*

9.20%

10Y*

15.15%

^SP500TR

YTD

26.03%

1M

0.36%

6M

9.25%

1Y

26.67%

5Y*

14.81%

10Y*

13.10%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MTD vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mettler-Toledo International Inc. (MTD) 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 MTD, currently valued at 0.11, compared to the broader market-4.00-2.000.002.000.112.23
The chart of Sortino ratio for MTD, currently valued at 0.42, compared to the broader market-4.00-2.000.002.004.000.422.97
The chart of Omega ratio for MTD, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.42
The chart of Calmar ratio for MTD, currently valued at 0.11, compared to the broader market0.002.004.006.000.113.31
The chart of Martin ratio for MTD, currently valued at 0.39, compared to the broader market-5.000.005.0010.0015.0020.0025.000.3914.64
MTD
^SP500TR

The current MTD Sharpe Ratio is 0.11, which is lower than the ^SP500TR Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of MTD 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.11
2.23
MTD
^SP500TR

Drawdowns

MTD vs. ^SP500TR - Drawdown Comparison

The maximum MTD drawdown since its inception was -61.43%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MTD and ^SP500TR. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-27.71%
-2.57%
MTD
^SP500TR

Volatility

MTD vs. ^SP500TR - Volatility Comparison

Mettler-Toledo International Inc. (MTD) has a higher volatility of 5.75% compared to S&P 500 Total Return (^SP500TR) at 3.79%. This indicates that MTD'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%JulyAugustSeptemberOctoberNovemberDecember
5.75%
3.79%
MTD
^SP500TR
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab