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

Correlation

The correlation between ^PUT and ^SP500TR is 0.91, 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.


-0.50.00.51.0
Correlation: 0.9

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.

200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
181.06%
494.21%
^PUT
^SP500TR

Key characteristics

Sharpe Ratio

^PUT:

0.48

^SP500TR:

0.54

Sortino Ratio

^PUT:

0.80

^SP500TR:

0.88

Omega Ratio

^PUT:

1.16

^SP500TR:

1.13

Calmar Ratio

^PUT:

0.48

^SP500TR:

0.56

Martin Ratio

^PUT:

2.29

^SP500TR:

2.30

Ulcer Index

^PUT:

3.12%

^SP500TR:

4.55%

Daily Std Dev

^PUT:

14.70%

^SP500TR:

19.44%

Max Drawdown

^PUT:

-28.93%

^SP500TR:

-55.25%

Current Drawdown

^PUT:

-7.76%

^SP500TR:

-9.86%

Returns By Period

In the year-to-date period, ^PUT achieves a -4.78% return, which is significantly higher than ^SP500TR's -5.68% return. Over the past 10 years, ^PUT has underperformed ^SP500TR with an annualized return of 6.89%, while ^SP500TR has yielded a comparatively higher 12.15% annualized return.


^PUT

YTD

-4.78%

1M

-2.61%

6M

-1.57%

1Y

7.35%

5Y*

12.14%

10Y*

6.89%

^SP500TR

YTD

-5.68%

1M

-2.87%

6M

-4.24%

1Y

9.81%

5Y*

15.75%

10Y*

12.15%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 7575
Overall Rank
The Sharpe Ratio Rank of ^PUT is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ^PUT is 6666
Sortino Ratio Rank
The Omega Ratio Rank of ^PUT is 8383
Omega Ratio Rank
The Calmar Ratio Rank of ^PUT is 7272
Calmar Ratio Rank
The Martin Ratio Rank of ^PUT is 8181
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7777
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7272
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7575
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 7979
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 8181
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 chart of Sharpe ratio for ^PUT, currently valued at 0.52, compared to the broader market-0.500.000.501.001.50
^PUT: 0.52
^SP500TR: 0.60
The chart of Sortino ratio for ^PUT, currently valued at 0.86, compared to the broader market-1.00-0.500.000.501.001.502.00
^PUT: 0.86
^SP500TR: 0.96
The chart of Omega ratio for ^PUT, currently valued at 1.17, compared to the broader market0.901.001.101.201.30
^PUT: 1.17
^SP500TR: 1.14
The chart of Calmar ratio for ^PUT, currently valued at 0.51, compared to the broader market-0.500.000.501.00
^PUT: 0.51
^SP500TR: 0.62
The chart of Martin ratio for ^PUT, currently valued at 2.48, compared to the broader market0.002.004.006.00
^PUT: 2.48
^SP500TR: 2.54

The current ^PUT Sharpe Ratio is 0.48, which is comparable to the ^SP500TR Sharpe Ratio of 0.54. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.52
0.60
^PUT
^SP500TR

Drawdowns

^PUT vs. ^SP500TR - Drawdown Comparison

The maximum ^PUT drawdown since its inception was -28.93%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.76%
-9.86%
^PUT
^SP500TR

Volatility

^PUT vs. ^SP500TR - Volatility Comparison

The current volatility for CBOE S&P 500 PutWrite Index (^PUT) is 12.26%, while S&P 500 Total Return (^SP500TR) has a volatility of 14.21%. 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
12.26%
14.21%
^PUT
^SP500TR