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NCSM vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between NCSM and ^GSPC 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

NCSM vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NCS Multistage Holdings, Inc. (NCSM) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%SeptemberOctoberNovemberDecember2025February
44.06%
9.03%
NCSM
^GSPC

Key characteristics

Sharpe Ratio

NCSM:

1.71

^GSPC:

1.83

Sortino Ratio

NCSM:

2.54

^GSPC:

2.47

Omega Ratio

NCSM:

1.31

^GSPC:

1.33

Calmar Ratio

NCSM:

0.83

^GSPC:

2.76

Martin Ratio

NCSM:

10.63

^GSPC:

11.27

Ulcer Index

NCSM:

7.56%

^GSPC:

2.08%

Daily Std Dev

NCSM:

46.94%

^GSPC:

12.79%

Max Drawdown

NCSM:

-98.58%

^GSPC:

-56.78%

Current Drawdown

NCSM:

-94.70%

^GSPC:

-0.07%

Returns By Period

In the year-to-date period, NCSM achieves a 10.32% return, which is significantly higher than ^GSPC's 3.96% return.


NCSM

YTD

10.32%

1M

-2.75%

6M

43.99%

1Y

82.54%

5Y*

-0.80%

10Y*

N/A

^GSPC

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

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Risk-Adjusted Performance

NCSM vs. ^GSPC — Risk-Adjusted Performance Rank

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

NCSM
The Risk-Adjusted Performance Rank of NCSM is 8585
Overall Rank
The Sharpe Ratio Rank of NCSM is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of NCSM is 8686
Sortino Ratio Rank
The Omega Ratio Rank of NCSM is 8383
Omega Ratio Rank
The Calmar Ratio Rank of NCSM is 7575
Calmar Ratio Rank
The Martin Ratio Rank of NCSM is 9292
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 8484
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 8181
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 8383
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 8686
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 9090
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.

NCSM vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NCS Multistage Holdings, Inc. (NCSM) 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.


Sharpe ratio
The chart of Sharpe ratio for NCSM, currently valued at 1.92, compared to the broader market-2.000.002.004.001.921.83
The chart of Sortino ratio for NCSM, currently valued at 2.79, compared to the broader market-6.00-4.00-2.000.002.004.006.002.792.47
The chart of Omega ratio for NCSM, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.33
The chart of Calmar ratio for NCSM, currently valued at 0.92, compared to the broader market0.002.004.006.000.922.76
The chart of Martin ratio for NCSM, currently valued at 11.81, compared to the broader market-10.000.0010.0020.0030.0011.8111.27
NCSM
^GSPC

The current NCSM Sharpe Ratio is 1.71, which is comparable to the ^GSPC Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of NCSM and ^GSPC, 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 Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.92
1.83
NCSM
^GSPC

Drawdowns

NCSM vs. ^GSPC - Drawdown Comparison

The maximum NCSM drawdown since its inception was -98.58%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for NCSM and ^GSPC. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-94.70%
-0.07%
NCSM
^GSPC

Volatility

NCSM vs. ^GSPC - Volatility Comparison

NCS Multistage Holdings, Inc. (NCSM) has a higher volatility of 10.27% compared to S&P 500 (^GSPC) at 3.21%. This indicates that NCSM'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.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
10.27%
3.21%
NCSM
^GSPC
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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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