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^IBEX vs. ^FCHI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^IBEX and ^FCHI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

^IBEX vs. ^FCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IBEX 35 Index (^IBEX) and CAC 40 (^FCHI). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
1.40%
-6.98%
^IBEX
^FCHI

Key characteristics

Sharpe Ratio

^IBEX:

1.01

^FCHI:

-0.27

Sortino Ratio

^IBEX:

1.44

^FCHI:

-0.28

Omega Ratio

^IBEX:

1.18

^FCHI:

0.97

Calmar Ratio

^IBEX:

0.35

^FCHI:

-0.26

Martin Ratio

^IBEX:

4.99

^FCHI:

-0.48

Ulcer Index

^IBEX:

2.71%

^FCHI:

7.13%

Daily Std Dev

^IBEX:

13.16%

^FCHI:

12.78%

Max Drawdown

^IBEX:

-62.65%

^FCHI:

-65.29%

Current Drawdown

^IBEX:

-28.09%

^FCHI:

-11.72%

Returns By Period

In the year-to-date period, ^IBEX achieves a 13.51% return, which is significantly higher than ^FCHI's -3.56% return. Over the past 10 years, ^IBEX has underperformed ^FCHI with an annualized return of 0.89%, while ^FCHI has yielded a comparatively higher 5.28% annualized return.


^IBEX

YTD

13.51%

1M

-1.05%

6M

3.94%

1Y

13.49%

5Y*

3.39%

10Y*

0.89%

^FCHI

YTD

-3.56%

1M

1.06%

6M

-4.64%

1Y

-3.92%

5Y*

3.79%

10Y*

5.28%

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Risk-Adjusted Performance

^IBEX vs. ^FCHI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for IBEX 35 Index (^IBEX) and CAC 40 (^FCHI). 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 ^IBEX, currently valued at 0.46, compared to the broader market0.001.002.000.46-0.59
The chart of Sortino ratio for ^IBEX, currently valued at 0.72, compared to the broader market-1.000.001.002.003.000.72-0.72
The chart of Omega ratio for ^IBEX, currently valued at 1.09, compared to the broader market0.901.001.101.201.301.401.090.92
The chart of Calmar ratio for ^IBEX, currently valued at 0.13, compared to the broader market0.001.002.003.000.13-0.56
The chart of Martin ratio for ^IBEX, currently valued at 1.73, compared to the broader market0.005.0010.0015.0020.001.73-1.16
^IBEX
^FCHI

The current ^IBEX Sharpe Ratio is 1.01, which is higher than the ^FCHI Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of ^IBEX and ^FCHI, 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.46
-0.59
^IBEX
^FCHI

Drawdowns

^IBEX vs. ^FCHI - Drawdown Comparison

The maximum ^IBEX drawdown since its inception was -62.65%, roughly equal to the maximum ^FCHI drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for ^IBEX and ^FCHI. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-48.89%
-15.39%
^IBEX
^FCHI

Volatility

^IBEX vs. ^FCHI - Volatility Comparison

IBEX 35 Index (^IBEX) has a higher volatility of 4.77% compared to CAC 40 (^FCHI) at 3.48%. This indicates that ^IBEX's price experiences larger fluctuations and is considered to be riskier than ^FCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.77%
3.48%
^IBEX
^FCHI
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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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