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

Correlation

The correlation between RSPM and ^GSPC is 0.73, 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.


-0.50.00.51.00.7

Performance

RSPM vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500® Equal Weight Materials ETF (RSPM) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
364.08%
331.78%
RSPM
^GSPC

Key characteristics

Sharpe Ratio

RSPM:

-0.10

^GSPC:

1.98

Sortino Ratio

RSPM:

-0.04

^GSPC:

2.65

Omega Ratio

RSPM:

1.00

^GSPC:

1.37

Calmar Ratio

RSPM:

-0.12

^GSPC:

2.93

Martin Ratio

RSPM:

-0.39

^GSPC:

12.73

Ulcer Index

RSPM:

4.00%

^GSPC:

1.95%

Daily Std Dev

RSPM:

15.12%

^GSPC:

12.59%

Max Drawdown

RSPM:

-61.18%

^GSPC:

-56.78%

Current Drawdown

RSPM:

-12.32%

^GSPC:

-1.96%

Returns By Period

In the year-to-date period, RSPM achieves a -0.64% return, which is significantly lower than ^GSPC's 25.18% return. Over the past 10 years, RSPM has underperformed ^GSPC with an annualized return of 8.76%, while ^GSPC has yielded a comparatively higher 11.14% annualized return.


RSPM

YTD

-0.64%

1M

-9.82%

6M

-3.98%

1Y

-1.25%

5Y*

9.42%

10Y*

8.76%

^GSPC

YTD

25.18%

1M

-0.47%

6M

9.35%

1Y

24.83%

5Y*

13.03%

10Y*

11.14%

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Risk-Adjusted Performance

RSPM vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Materials ETF (RSPM) 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 RSPM, currently valued at -0.10, compared to the broader market0.002.004.00-0.101.98
The chart of Sortino ratio for RSPM, currently valued at -0.04, compared to the broader market-2.000.002.004.006.008.0010.00-0.042.65
The chart of Omega ratio for RSPM, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.001.001.37
The chart of Calmar ratio for RSPM, currently valued at -0.12, compared to the broader market0.005.0010.0015.00-0.122.93
The chart of Martin ratio for RSPM, currently valued at -0.39, compared to the broader market0.0020.0040.0060.0080.00100.00-0.3912.73
RSPM
^GSPC

The current RSPM Sharpe Ratio is -0.10, which is lower than the ^GSPC Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of RSPM 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.10
1.98
RSPM
^GSPC

Drawdowns

RSPM vs. ^GSPC - Drawdown Comparison

The maximum RSPM drawdown since its inception was -61.18%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for RSPM and ^GSPC. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.32%
-1.96%
RSPM
^GSPC

Volatility

RSPM vs. ^GSPC - Volatility Comparison

Invesco S&P 500® Equal Weight Materials ETF (RSPM) and S&P 500 (^GSPC) have volatilities of 4.08% and 4.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.08%
4.07%
RSPM
^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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