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

Correlation

The correlation between PBYI and ^GSPC is 0.31, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

PBYI vs. ^GSPC - Performance Comparison

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

-100.00%0.00%100.00%200.00%300.00%NovemberDecember2025FebruaryMarchApril
-78.57%
302.72%
PBYI
^GSPC

Key characteristics

Sharpe Ratio

PBYI:

-0.57

^GSPC:

0.46

Sortino Ratio

PBYI:

-0.51

^GSPC:

0.77

Omega Ratio

PBYI:

0.94

^GSPC:

1.11

Calmar Ratio

PBYI:

-0.42

^GSPC:

0.47

Martin Ratio

PBYI:

-1.05

^GSPC:

1.94

Ulcer Index

PBYI:

39.49%

^GSPC:

4.61%

Daily Std Dev

PBYI:

73.20%

^GSPC:

19.44%

Max Drawdown

PBYI:

-99.40%

^GSPC:

-56.78%

Current Drawdown

PBYI:

-98.91%

^GSPC:

-10.07%

Returns By Period

In the year-to-date period, PBYI achieves a -1.64% return, which is significantly higher than ^GSPC's -6.06% return. Over the past 10 years, PBYI has underperformed ^GSPC with an annualized return of -34.20%, while ^GSPC has yielded a comparatively higher 10.15% annualized return.


PBYI

YTD

-1.64%

1M

-4.76%

6M

1.69%

1Y

-40.24%

5Y*

-23.29%

10Y*

-34.20%

^GSPC

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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Risk-Adjusted Performance

PBYI vs. ^GSPC — Risk-Adjusted Performance Rank

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

PBYI
The Risk-Adjusted Performance Rank of PBYI is 2424
Overall Rank
The Sharpe Ratio Rank of PBYI is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of PBYI is 2323
Sortino Ratio Rank
The Omega Ratio Rank of PBYI is 2424
Omega Ratio Rank
The Calmar Ratio Rank of PBYI is 2525
Calmar Ratio Rank
The Martin Ratio Rank of PBYI is 2626
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6969
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6363
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 7171
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7474
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.

PBYI vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Puma Biotechnology, Inc. (PBYI) 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.


The chart of Sharpe ratio for PBYI, currently valued at -0.57, compared to the broader market-2.00-1.000.001.002.003.00
PBYI: -0.57
^GSPC: 0.46
The chart of Sortino ratio for PBYI, currently valued at -0.51, compared to the broader market-6.00-4.00-2.000.002.004.00
PBYI: -0.51
^GSPC: 0.77
The chart of Omega ratio for PBYI, currently valued at 0.94, compared to the broader market0.501.001.502.00
PBYI: 0.94
^GSPC: 1.11
The chart of Calmar ratio for PBYI, currently valued at -0.42, compared to the broader market0.001.002.003.004.005.00
PBYI: -0.42
^GSPC: 0.47
The chart of Martin ratio for PBYI, currently valued at -1.05, compared to the broader market-5.000.005.0010.0015.0020.00
PBYI: -1.05
^GSPC: 1.94

The current PBYI Sharpe Ratio is -0.57, which is lower than the ^GSPC Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of PBYI 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.57
0.46
PBYI
^GSPC

Drawdowns

PBYI vs. ^GSPC - Drawdown Comparison

The maximum PBYI drawdown since its inception was -99.40%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for PBYI and ^GSPC. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-98.91%
-10.07%
PBYI
^GSPC

Volatility

PBYI vs. ^GSPC - Volatility Comparison

The current volatility for Puma Biotechnology, Inc. (PBYI) is 12.91%, while S&P 500 (^GSPC) has a volatility of 14.23%. This indicates that PBYI experiences smaller price fluctuations and is considered to be less risky 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%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
12.91%
14.23%
PBYI
^GSPC