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

Correlation

The correlation between ^PUT and ^SP500TR is 0.87, 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.


Performance

^PUT vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBOE S&P 500 PutWrite Index (^PUT) 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

^PUT:

0.53

^SP500TR:

0.72

Sortino Ratio

^PUT:

0.87

^SP500TR:

1.11

Omega Ratio

^PUT:

1.17

^SP500TR:

1.16

Calmar Ratio

^PUT:

0.52

^SP500TR:

0.74

Martin Ratio

^PUT:

2.20

^SP500TR:

2.85

Ulcer Index

^PUT:

3.57%

^SP500TR:

4.87%

Daily Std Dev

^PUT:

14.83%

^SP500TR:

19.65%

Max Drawdown

^PUT:

-15.06%

^SP500TR:

-55.25%

Current Drawdown

^PUT:

-6.54%

^SP500TR:

-2.60%

Returns By Period

In the year-to-date period, ^PUT achieves a -3.52% return, which is significantly lower than ^SP500TR's 1.92% return.


^PUT

YTD

-3.52%

1M

3.40%

6M

-2.62%

1Y

7.72%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^SP500TR

YTD

1.92%

1M

13.03%

6M

1.88%

1Y

13.97%

3Y*

16.97%

5Y*

16.71%

10Y*

12.86%

*Annualized

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CBOE S&P 500 PutWrite Index

S&P 500 Total Return

Risk-Adjusted Performance

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

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

^PUT
The Risk-Adjusted Performance Rank of ^PUT is 6161
Overall Rank
The Sharpe Ratio Rank of ^PUT is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of ^PUT is 4949
Sortino Ratio Rank
The Omega Ratio Rank of ^PUT is 8181
Omega Ratio Rank
The Calmar Ratio Rank of ^PUT is 5252
Calmar Ratio Rank
The Martin Ratio Rank of ^PUT is 6565
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7676
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7070
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7979
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 7676
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 8080
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.

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

This table presents a comparison of risk-adjusted performance metrics for CBOE S&P 500 PutWrite Index (^PUT) 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 ^PUT Sharpe Ratio is 0.53, which is comparable to the ^SP500TR Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of ^PUT 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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Drawdowns

^PUT vs. ^SP500TR - Drawdown Comparison

The maximum ^PUT drawdown since its inception was -15.06%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ^PUT and ^SP500TR. For additional features, visit the drawdowns tool.


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Volatility

^PUT vs. ^SP500TR - Volatility Comparison

The current volatility for CBOE S&P 500 PutWrite Index (^PUT) is 2.21%, while S&P 500 Total Return (^SP500TR) has a volatility of 5.42%. This indicates that ^PUT experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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