WTKWY vs. ^GSPC
Compare and contrast key facts about Wolters Kluwer NV (WTKWY) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTKWY or ^GSPC.
Correlation
The correlation between WTKWY and ^GSPC is 0.32, 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
WTKWY vs. ^GSPC - Performance Comparison
Key characteristics
WTKWY:
1.07
^GSPC:
2.10
WTKWY:
1.56
^GSPC:
2.80
WTKWY:
1.20
^GSPC:
1.39
WTKWY:
2.00
^GSPC:
3.09
WTKWY:
6.12
^GSPC:
13.49
WTKWY:
3.14%
^GSPC:
1.94%
WTKWY:
17.93%
^GSPC:
12.52%
WTKWY:
-55.98%
^GSPC:
-56.78%
WTKWY:
-4.96%
^GSPC:
-2.62%
Returns By Period
In the year-to-date period, WTKWY achieves a 19.47% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, WTKWY has outperformed ^GSPC with an annualized return of 20.75%, while ^GSPC has yielded a comparatively lower 11.06% annualized return.
WTKWY
19.47%
4.25%
2.98%
19.37%
20.07%
20.75%
^GSPC
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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Risk-Adjusted Performance
WTKWY vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wolters Kluwer NV (WTKWY) 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.
Drawdowns
WTKWY vs. ^GSPC - Drawdown Comparison
The maximum WTKWY drawdown since its inception was -55.98%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for WTKWY and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
WTKWY vs. ^GSPC - Volatility Comparison
Wolters Kluwer NV (WTKWY) has a higher volatility of 4.77% compared to S&P 500 (^GSPC) at 3.79%. This indicates that WTKWY's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.