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^GSPTXDV vs. ^TNX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^GSPTXDV and ^TNX is 0.66, 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

^GSPTXDV vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P/TSX Dividend Aristocrats (^GSPTXDV) and Treasury Yield 10 Years (^TNX). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%100.00%December2025FebruaryMarchAprilMay
89.11%
11.24%
^GSPTXDV
^TNX

Key characteristics

Sharpe Ratio

^GSPTXDV:

1.22

^TNX:

-0.19

Sortino Ratio

^GSPTXDV:

1.58

^TNX:

-0.18

Omega Ratio

^GSPTXDV:

1.22

^TNX:

0.98

Calmar Ratio

^GSPTXDV:

0.99

^TNX:

-0.09

Martin Ratio

^GSPTXDV:

3.17

^TNX:

-0.47

Ulcer Index

^GSPTXDV:

3.99%

^TNX:

10.56%

Daily Std Dev

^GSPTXDV:

10.95%

^TNX:

21.91%

Max Drawdown

^GSPTXDV:

-46.09%

^TNX:

-93.78%

Current Drawdown

^GSPTXDV:

-4.20%

^TNX:

-46.72%

Returns By Period

In the year-to-date period, ^GSPTXDV achieves a 0.33% return, which is significantly higher than ^TNX's -6.52% return. Over the past 10 years, ^GSPTXDV has underperformed ^TNX with an annualized return of 3.11%, while ^TNX has yielded a comparatively higher 6.54% annualized return.


^GSPTXDV

YTD

0.33%

1M

9.92%

6M

-2.65%

1Y

13.72%

5Y*

10.68%

10Y*

3.11%

^TNX

YTD

-6.52%

1M

0.31%

6M

-1.52%

1Y

-4.83%

5Y*

44.57%

10Y*

6.54%

*Annualized

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Risk-Adjusted Performance

^GSPTXDV vs. ^TNX — Risk-Adjusted Performance Rank

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

^GSPTXDV
The Risk-Adjusted Performance Rank of ^GSPTXDV is 9393
Overall Rank
The Sharpe Ratio Rank of ^GSPTXDV is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPTXDV is 9595
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPTXDV is 9494
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPTXDV is 9191
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPTXDV is 8989
Martin Ratio Rank

^TNX
The Risk-Adjusted Performance Rank of ^TNX is 2121
Overall Rank
The Sharpe Ratio Rank of ^TNX is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of ^TNX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of ^TNX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of ^TNX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of ^TNX is 2222
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.

^GSPTXDV vs. ^TNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P/TSX Dividend Aristocrats (^GSPTXDV) and Treasury Yield 10 Years (^TNX). 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 ^GSPTXDV Sharpe Ratio is 1.22, which is higher than the ^TNX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of ^GSPTXDV and ^TNX, 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 Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
1.21
-0.22
^GSPTXDV
^TNX

Drawdowns

^GSPTXDV vs. ^TNX - Drawdown Comparison

The maximum ^GSPTXDV drawdown since its inception was -46.09%, smaller than the maximum ^TNX drawdown of -93.78%. Use the drawdown chart below to compare losses from any high point for ^GSPTXDV and ^TNX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-4.20%
-14.29%
^GSPTXDV
^TNX

Volatility

^GSPTXDV vs. ^TNX - Volatility Comparison

The current volatility for S&P/TSX Dividend Aristocrats (^GSPTXDV) is 5.17%, while Treasury Yield 10 Years (^TNX) has a volatility of 6.83%. This indicates that ^GSPTXDV experiences smaller price fluctuations and is considered to be less risky than ^TNX 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%December2025FebruaryMarchAprilMay
5.17%
6.83%
^GSPTXDV
^TNX