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SFIX vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

SFIX vs. ^GSPC - Performance Comparison

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

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Returns By Period

In the year-to-date period, SFIX achieves a -34.67% return, which is significantly lower than ^GSPC's 10.35% return.


SFIX

1D
-2.56%
1M
-4.99%
YTD
-34.67%
6M
-24.78%
1Y
-28.24%
3Y*
-4.43%
5Y*
-42.70%
10Y*

^GSPC

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFIX vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFIX
Stitch Fix, Inc.
-34.67%21.81%20.73%14.79%-83.56%-67.78%128.84%50.15%-33.84%70.50%
^GSPC
S&P 500 Index
10.35%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%3.67%

Correlation

The correlation between SFIX and ^GSPC is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2017

0.41

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Return for Risk

SFIX vs. ^GSPC — Risk / Return Rank

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

SFIX
SFIX Risk / Return Rank: 2121
Overall Rank
SFIX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SFIX Sortino Ratio Rank: 2323
Sortino Ratio Rank
SFIX Omega Ratio Rank: 2424
Omega Ratio Rank
SFIX Calmar Ratio Rank: 1919
Calmar Ratio Rank
SFIX Martin Ratio Rank: 1919
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7171
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7272
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6767
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFIX vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stitch Fix, Inc. (SFIX) and S&P 500 Index (^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.


SFIX^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-2.71

Sortino ratioReturn per unit of downside risk

-3.41

Omega ratioGain probability vs. loss probability

0.96

1.41

-0.45

Calmar ratioReturn relative to maximum drawdown

-0.60

2.93

-3.52

Martin ratioReturn relative to average drawdown

-1.04

13.52

-14.56

SFIX vs. ^GSPC - Sharpe Ratio Comparison

The current SFIX Sharpe Ratio is -0.47, which is lower than the ^GSPC Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of SFIX and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SFIX^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.47

2.24

-2.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.50

0.73

-1.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

0.47

-0.66

Drawdowns

SFIX vs. ^GSPC - Drawdown Comparison

The maximum SFIX drawdown since its inception was -98.03%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for SFIX and ^GSPC.


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Drawdown Indicators


SFIX^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-98.03%

-56.78%

-41.25%

Max Drawdown (1Y)

Largest decline over 1 year

-47.51%

-9.10%

-38.41%

Max Drawdown (3Y)

Largest decline over 3 years

-58.90%

-18.90%

-40.00%

Max Drawdown (5Y)

Largest decline over 5 years

-96.82%

-25.43%

-71.39%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-96.78%

-0.74%

-96.04%

Average Drawdown

Average peak-to-trough decline

-70.45%

-10.72%

-59.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.30%

1.97%

+25.33%

Volatility

SFIX vs. ^GSPC - Volatility Comparison

Stitch Fix, Inc. (SFIX) has a higher volatility of 14.67% compared to S&P 500 Index (^GSPC) at 2.93%. This indicates that SFIX'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.


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Volatility by Period


SFIX^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.67%

2.93%

+11.74%

Volatility (6M)

Calculated over the trailing 6-month period

42.32%

8.99%

+33.33%

Volatility (1Y)

Calculated over the trailing 1-year period

60.54%

11.89%

+48.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

86.05%

16.90%

+69.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

83.34%

18.06%

+65.28%

Frequently Asked Questions


SFIX and ^GSPC have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SFIX has higher volatility (14.67%) compared to ^GSPC (2.93%). In terms of maximum drawdown, SFIX dropped -98.03% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (2.24 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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