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SNPG vs. ^BSE500
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SNPG and ^BSE500 is 0.14, 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.


Performance

SNPG vs. ^BSE500 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P 500 Growth ESG ETF (SNPG) and S&P BSE-500 (^BSE500). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SNPG:

0.67

^BSE500:

0.46

Sortino Ratio

SNPG:

0.97

^BSE500:

0.55

Omega Ratio

SNPG:

1.13

^BSE500:

1.08

Calmar Ratio

SNPG:

0.63

^BSE500:

0.29

Martin Ratio

SNPG:

2.15

^BSE500:

0.62

Ulcer Index

SNPG:

6.32%

^BSE500:

8.96%

Daily Std Dev

SNPG:

23.37%

^BSE500:

17.07%

Max Drawdown

SNPG:

-21.69%

^BSE500:

-38.39%

Current Drawdown

SNPG:

-4.35%

^BSE500:

-7.26%

Returns By Period

In the year-to-date period, SNPG achieves a 0.15% return, which is significantly lower than ^BSE500's 1.78% return.


SNPG

YTD

0.15%

1M

6.29%

6M

-0.73%

1Y

15.06%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^BSE500

YTD

1.78%

1M

3.39%

6M

0.25%

1Y

7.41%

3Y*

16.76%

5Y*

23.60%

10Y*

12.77%

*Annualized

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Xtrackers S&P 500 Growth ESG ETF

S&P BSE-500

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SNPG vs. ^BSE500 — Risk-Adjusted Performance Rank

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

SNPG
The Risk-Adjusted Performance Rank of SNPG is 5757
Overall Rank
The Sharpe Ratio Rank of SNPG is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of SNPG is 5656
Sortino Ratio Rank
The Omega Ratio Rank of SNPG is 5555
Omega Ratio Rank
The Calmar Ratio Rank of SNPG is 6161
Calmar Ratio Rank
The Martin Ratio Rank of SNPG is 5656
Martin Ratio Rank

^BSE500
The Risk-Adjusted Performance Rank of ^BSE500 is 3535
Overall Rank
The Sharpe Ratio Rank of ^BSE500 is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of ^BSE500 is 3232
Sortino Ratio Rank
The Omega Ratio Rank of ^BSE500 is 3333
Omega Ratio Rank
The Calmar Ratio Rank of ^BSE500 is 3737
Calmar Ratio Rank
The Martin Ratio Rank of ^BSE500 is 3131
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.

SNPG vs. ^BSE500 - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Growth ESG ETF (SNPG) and S&P BSE-500 (^BSE500). 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 current SNPG Sharpe Ratio is 0.67, which is higher than the ^BSE500 Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of SNPG and ^BSE500, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

SNPG vs. ^BSE500 - Drawdown Comparison

The maximum SNPG drawdown since its inception was -21.69%, smaller than the maximum ^BSE500 drawdown of -38.39%. Use the drawdown chart below to compare losses from any high point for SNPG and ^BSE500.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SNPG vs. ^BSE500 - Volatility Comparison

Xtrackers S&P 500 Growth ESG ETF (SNPG) and S&P BSE-500 (^BSE500) have volatilities of 5.04% and 4.99%, 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.


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