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SH vs. HDB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SH vs. HDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Short S&P500 (SH) and HDFC Bank Limited (HDB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SH achieves a -6.39% return, which is significantly higher than HDB's -33.85% return. Over the past 10 years, SH has underperformed HDB with an annualized return of -12.83%, while HDB has yielded a comparatively higher 5.46% annualized return.


SH

1D
-0.50%
1M
1.30%
YTD
-6.39%
6M
-6.43%
1Y
-15.90%
3Y*
-11.96%
5Y*
-8.68%
10Y*
-12.83%

HDB

1D
1.51%
1M
-2.70%
YTD
-33.85%
6M
-32.66%
1Y
-33.11%
3Y*
-7.62%
5Y*
-7.24%
10Y*
5.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SH vs. HDB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SH
ProShares Short S&P500
-6.39%-11.35%-13.52%-14.80%18.98%-24.21%-25.09%-22.12%4.93%-17.36%
HDB
HDFC Bank Limited
-33.85%17.07%-2.54%0.16%7.39%-9.29%14.03%22.58%2.44%68.50%

Correlation

The correlation between SH and HDB is -0.32, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.32

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

-0.32

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

-0.42

Correlation (10Y)
Calculated over the trailing 10-year period

-0.40

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2006

-0.53

Over the past year, the inverse relationship between SH and HDB has weakened: their correlation has moved from -0.53 to -0.32, meaning they move in opposite directions less often than they have historically.

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Return for Risk

SH vs. HDB — Risk / Return Rank

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

SH
SH Risk / Return Rank: 11
Overall Rank
SH Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SH Sortino Ratio Rank: 11
Sortino Ratio Rank
SH Omega Ratio Rank: 11
Omega Ratio Rank
SH Calmar Ratio Rank: 22
Calmar Ratio Rank
SH Martin Ratio Rank: 11
Martin Ratio Rank

HDB
HDB Risk / Return Rank: 44
Overall Rank
HDB Sharpe Ratio Rank: 11
Sharpe Ratio Rank
HDB Sortino Ratio Rank: 22
Sortino Ratio Rank
HDB Omega Ratio Rank: 33
Omega Ratio Rank
HDB Calmar Ratio Rank: 99
Calmar Ratio Rank
HDB Martin Ratio Rank: 33
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.

SH vs. HDB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Short S&P500 (SH) and HDFC Bank Limited (HDB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHHDBDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.39

Omega ratioGain probability vs. loss probability

0.81

0.75

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.82

-0.85

+0.03

Martin ratioReturn relative to average drawdown

-1.47

-1.74

+0.26

SH vs. HDB - Sharpe Ratio Comparison

The current SH Sharpe Ratio is -1.22, which is comparable to the HDB Sharpe Ratio of -1.42. The chart below compares the historical Sharpe Ratios of SH and HDB, 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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Drawdowns

SH vs. HDB - Drawdown Comparison

The maximum SH drawdown since its inception was -94.66%, which is greater than HDB's maximum drawdown of -67.93%. Use the drawdown chart below to compare losses from any high point for SH and HDB.


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Drawdown Indicators


SHHDBDifference

Max Drawdown

Largest peak-to-trough decline

-94.66%

-67.93%

-26.73%

Max Drawdown (1Y)

Largest decline over 1 year

-18.16%

-40.98%

+22.82%

Max Drawdown (3Y)

Largest decline over 3 years

-38.82%

-40.98%

+2.16%

Max Drawdown (5Y)

Largest decline over 5 years

-44.53%

-40.98%

-3.55%

Max Drawdown (10Y)

Largest decline over 10 years

-76.12%

-54.28%

-21.84%

Current Drawdown

Current decline from peak

-94.53%

-38.00%

-56.53%

Average Drawdown

Average peak-to-trough decline

-67.75%

-13.80%

-53.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.13%

20.09%

-9.96%

Volatility

SH vs. HDB - Volatility Comparison

The current volatility for ProShares Short S&P500 (SH) is 4.33%, while HDFC Bank Limited (HDB) has a volatility of 8.37%. This indicates that SH experiences smaller price fluctuations and is considered to be less risky than HDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHHDBDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.33%

8.37%

-4.04%

Volatility (6M)

Calculated over the trailing 6-month period

9.59%

21.09%

-11.50%

Volatility (1Y)

Calculated over the trailing 1-year period

12.28%

24.57%

-12.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.91%

26.84%

-9.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

29.07%

-11.03%

Dividends

SH vs. HDB - Dividend Comparison

SH's dividend yield for the trailing twelve months is around 4.43%, more than HDB's 3.51% yield.


PositionTTM20252024202320222021202020192018201720162015
HDB
HDFC Bank Limited
3.51%2.32%2.19%2.06%1.70%0.81%0.00%0.17%0.55%0.49%0.66%0.58%
SH
ProShares Short S&P500
4.43%4.49%6.20%5.37%1.08%0.00%0.16%1.76%1.01%0.06%0.00%0.00%

Frequently Asked Questions


SH and HDB have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HDB has higher volatility (8.37%) compared to SH (4.33%). In terms of maximum drawdown, SH dropped -94.66% vs HDB's -67.93%.

SH currently has the higher Sharpe Ratio (-1.22 vs -1.42), 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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