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THC vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between THC and ^SP500TR is 0.39, 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.


-0.50.00.51.00.4

Performance

THC vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tenet Healthcare Corporation (THC) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%JulyAugustSeptemberOctoberNovemberDecember
464.76%
4,983.85%
THC
^SP500TR

Key characteristics

Sharpe Ratio

THC:

1.99

^SP500TR:

2.23

Sortino Ratio

THC:

2.96

^SP500TR:

2.97

Omega Ratio

THC:

1.36

^SP500TR:

1.42

Calmar Ratio

THC:

1.18

^SP500TR:

3.31

Martin Ratio

THC:

11.50

^SP500TR:

14.64

Ulcer Index

THC:

6.60%

^SP500TR:

1.91%

Daily Std Dev

THC:

38.18%

^SP500TR:

12.52%

Max Drawdown

THC:

-98.28%

^SP500TR:

-55.25%

Current Drawdown

THC:

-38.00%

^SP500TR:

-2.57%

Returns By Period

In the year-to-date period, THC achieves a 71.31% return, which is significantly higher than ^SP500TR's 26.03% return. Over the past 10 years, THC has underperformed ^SP500TR with an annualized return of 9.48%, while ^SP500TR has yielded a comparatively higher 13.10% annualized return.


THC

YTD

71.31%

1M

-12.48%

6M

-3.57%

1Y

70.90%

5Y*

27.56%

10Y*

9.48%

^SP500TR

YTD

26.03%

1M

0.36%

6M

9.25%

1Y

26.67%

5Y*

14.81%

10Y*

13.10%

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Risk-Adjusted Performance

THC vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Tenet Healthcare Corporation (THC) and S&P 500 Total Return (^SP500TR). 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 THC, currently valued at 1.99, compared to the broader market-4.00-2.000.002.001.992.23
The chart of Sortino ratio for THC, currently valued at 2.96, compared to the broader market-4.00-2.000.002.004.002.962.97
The chart of Omega ratio for THC, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.42
The chart of Calmar ratio for THC, currently valued at 1.18, compared to the broader market0.002.004.006.001.183.31
The chart of Martin ratio for THC, currently valued at 11.50, compared to the broader market-5.000.005.0010.0015.0020.0025.0011.5014.64
THC
^SP500TR

The current THC Sharpe Ratio is 1.99, which is comparable to the ^SP500TR Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of THC and ^SP500TR, 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 Ratio1.002.003.004.005.006.00JulyAugustSeptemberOctoberNovemberDecember
1.99
2.23
THC
^SP500TR

Drawdowns

THC vs. ^SP500TR - Drawdown Comparison

The maximum THC drawdown since its inception was -98.28%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for THC and ^SP500TR. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-38.00%
-2.57%
THC
^SP500TR

Volatility

THC vs. ^SP500TR - Volatility Comparison

Tenet Healthcare Corporation (THC) has a higher volatility of 8.30% compared to S&P 500 Total Return (^SP500TR) at 3.79%. This indicates that THC's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
8.30%
3.79%
THC
^SP500TR
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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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