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^NIFTY200 vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NIFTY200 and ^SP500TR is 0.21, 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

^NIFTY200 vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NIFTY 200 (^NIFTY200) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^NIFTY200:

0.52

^SP500TR:

0.74

Sortino Ratio

^NIFTY200:

0.61

^SP500TR:

1.05

Omega Ratio

^NIFTY200:

1.09

^SP500TR:

1.15

Calmar Ratio

^NIFTY200:

0.35

^SP500TR:

0.69

Martin Ratio

^NIFTY200:

0.73

^SP500TR:

2.63

Ulcer Index

^NIFTY200:

8.67%

^SP500TR:

4.92%

Daily Std Dev

^NIFTY200:

16.93%

^SP500TR:

19.77%

Max Drawdown

^NIFTY200:

-64.04%

^SP500TR:

-55.25%

Current Drawdown

^NIFTY200:

-6.70%

^SP500TR:

-3.41%

Returns By Period

In the year-to-date period, ^NIFTY200 achieves a 2.92% return, which is significantly higher than ^SP500TR's 1.06% return. Both investments have delivered pretty close results over the past 10 years, with ^NIFTY200 having a 12.38% annualized return and ^SP500TR not far ahead at 12.85%.


^NIFTY200

YTD

2.92%

1M

2.68%

6M

1.26%

1Y

8.28%

3Y*

16.42%

5Y*

22.69%

10Y*

12.38%

^SP500TR

YTD

1.06%

1M

5.63%

6M

-1.35%

1Y

13.52%

3Y*

14.41%

5Y*

15.94%

10Y*

12.85%

*Annualized

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NIFTY 200

S&P 500 Total Return

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

Risk-Adjusted Performance

^NIFTY200 vs. ^SP500TR — Risk-Adjusted Performance Rank

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

^NIFTY200
The Risk-Adjusted Performance Rank of ^NIFTY200 is 4040
Overall Rank
The Sharpe Ratio Rank of ^NIFTY200 is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NIFTY200 is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ^NIFTY200 is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ^NIFTY200 is 4444
Calmar Ratio Rank
The Martin Ratio Rank of ^NIFTY200 is 3535
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7575
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7474
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7777
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 7878
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.

^NIFTY200 vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NIFTY 200 (^NIFTY200) and S&P 500 Total Return (^SP500TR). 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 ^NIFTY200 Sharpe Ratio is 0.52, which is lower than the ^SP500TR Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of ^NIFTY200 and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

^NIFTY200 vs. ^SP500TR - Drawdown Comparison

The maximum ^NIFTY200 drawdown since its inception was -64.04%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ^NIFTY200 and ^SP500TR.


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

Volatility

^NIFTY200 vs. ^SP500TR - Volatility Comparison

NIFTY 200 (^NIFTY200) has a higher volatility of 5.13% compared to S&P 500 Total Return (^SP500TR) at 4.77%. This indicates that ^NIFTY200's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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