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 0.41, 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
WTKWY vs. ^GSPC - Performance Comparison
Key characteristics
WTKWY:
1.10
^GSPC:
1.82
WTKWY:
1.59
^GSPC:
2.44
WTKWY:
1.20
^GSPC:
1.33
WTKWY:
2.20
^GSPC:
2.77
WTKWY:
6.10
^GSPC:
11.35
WTKWY:
3.46%
^GSPC:
2.07%
WTKWY:
19.12%
^GSPC:
12.98%
WTKWY:
-62.40%
^GSPC:
-56.78%
WTKWY:
-2.59%
^GSPC:
-1.74%
Returns By Period
In the year-to-date period, WTKWY achieves a 7.68% return, which is significantly higher than ^GSPC's 2.22% return. Over the past 10 years, WTKWY has outperformed ^GSPC with an annualized return of 22.20%, while ^GSPC has yielded a comparatively lower 11.70% annualized return.
WTKWY
7.68%
6.42%
6.59%
20.12%
20.51%
22.20%
^GSPC
2.22%
0.69%
10.04%
22.93%
12.98%
11.70%
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Risk-Adjusted Performance
WTKWY vs. ^GSPC — Risk-Adjusted Performance Rank
WTKWY
^GSPC
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 -62.40%, which is greater than ^GSPC's maximum 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 6.13% compared to S&P 500 (^GSPC) at 4.27%. 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.