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SPXP.L vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SPXP.L and ^GSPC is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

SPXP.L vs. ^GSPC - Performance Comparison

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

160.00%180.00%200.00%220.00%240.00%260.00%280.00%December2025FebruaryMarchAprilMay
245.51%
189.69%
SPXP.L
^GSPC

Key characteristics

Sharpe Ratio

SPXP.L:

0.26

^GSPC:

0.48

Sortino Ratio

SPXP.L:

0.44

^GSPC:

0.80

Omega Ratio

SPXP.L:

1.06

^GSPC:

1.12

Calmar Ratio

SPXP.L:

0.19

^GSPC:

0.49

Martin Ratio

SPXP.L:

0.62

^GSPC:

1.90

Ulcer Index

SPXP.L:

6.40%

^GSPC:

4.90%

Daily Std Dev

SPXP.L:

16.13%

^GSPC:

19.37%

Max Drawdown

SPXP.L:

-25.46%

^GSPC:

-56.78%

Current Drawdown

SPXP.L:

-13.36%

^GSPC:

-7.82%

Returns By Period

In the year-to-date period, SPXP.L achieves a -9.34% return, which is significantly lower than ^GSPC's -3.70% return. Over the past 10 years, SPXP.L has outperformed ^GSPC with an annualized return of 13.99%, while ^GSPC has yielded a comparatively lower 10.43% annualized return.


SPXP.L

YTD

-9.34%

1M

5.52%

6M

-6.46%

1Y

4.22%

5Y*

14.37%

10Y*

13.99%

^GSPC

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

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Risk-Adjusted Performance

SPXP.L vs. ^GSPC — Risk-Adjusted Performance Rank

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

SPXP.L
The Risk-Adjusted Performance Rank of SPXP.L is 3636
Overall Rank
The Sharpe Ratio Rank of SPXP.L is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of SPXP.L is 3636
Sortino Ratio Rank
The Omega Ratio Rank of SPXP.L is 3636
Omega Ratio Rank
The Calmar Ratio Rank of SPXP.L is 3737
Calmar Ratio Rank
The Martin Ratio Rank of SPXP.L is 3434
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6767
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6969
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7171
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.

SPXP.L vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF (SPXP.L) 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 current SPXP.L Sharpe Ratio is 0.26, which is lower than the ^GSPC Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of SPXP.L 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.62
0.47
SPXP.L
^GSPC

Drawdowns

SPXP.L vs. ^GSPC - Drawdown Comparison

The maximum SPXP.L drawdown since its inception was -25.46%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for SPXP.L and ^GSPC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.53%
-7.82%
SPXP.L
^GSPC

Volatility

SPXP.L vs. ^GSPC - Volatility Comparison

The current volatility for Invesco S&P 500 UCITS ETF (SPXP.L) is 7.93%, while S&P 500 (^GSPC) has a volatility of 11.21%. This indicates that SPXP.L 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
7.93%
11.21%
SPXP.L
^GSPC