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WFRPX vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between WFRPX and ^GSPC is 0.70, 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

WFRPX vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wealthfront Risk Parity Fund Class W (WFRPX) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


WFRPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC

YTD

-1.34%

1M

5.80%

6M

-2.79%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

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S&P 500

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

Risk-Adjusted Performance

WFRPX vs. ^GSPC — Risk-Adjusted Performance Rank

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

WFRPX
The Risk-Adjusted Performance Rank of WFRPX is 2929
Overall Rank
The Sharpe Ratio Rank of WFRPX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of WFRPX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of WFRPX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of WFRPX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of WFRPX is 2929
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6161
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 5959
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 5858
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 6767
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.

WFRPX vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) 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.



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Drawdowns

WFRPX vs. ^GSPC - Drawdown Comparison


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

Volatility

WFRPX vs. ^GSPC - Volatility Comparison


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