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^SP100 vs. SPXU
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SP100 and SPXU is 0.99, 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

^SP100 vs. SPXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 100 Index (^SP100) and ProShares UltraPro Short S&P500 (SPXU). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^SP100:

0.67

SPXU:

-0.61

Sortino Ratio

^SP100:

1.06

SPXU:

-0.57

Omega Ratio

^SP100:

1.15

SPXU:

0.92

Calmar Ratio

^SP100:

0.70

SPXU:

-0.34

Martin Ratio

^SP100:

2.53

SPXU:

-1.25

Ulcer Index

^SP100:

5.50%

SPXU:

27.27%

Daily Std Dev

^SP100:

21.22%

SPXU:

58.67%

Max Drawdown

^SP100:

-61.31%

SPXU:

-99.99%

Current Drawdown

^SP100:

-3.91%

SPXU:

-99.99%

Returns By Period

In the year-to-date period, ^SP100 achieves a -0.16% return, which is significantly higher than SPXU's -12.58% return. Over the past 10 years, ^SP100 has outperformed SPXU with an annualized return of 12.01%, while SPXU has yielded a comparatively lower -39.05% annualized return.


^SP100

YTD

-0.16%

1M

7.16%

6M

0.08%

1Y

14.08%

3Y*

15.38%

5Y*

15.74%

10Y*

12.01%

SPXU

YTD

-12.58%

1M

-17.21%

6M

-7.07%

1Y

-35.41%

3Y*

-34.29%

5Y*

-41.34%

10Y*

-39.05%

*Annualized

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S&P 100 Index

ProShares UltraPro Short S&P500

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

Risk-Adjusted Performance

^SP100 vs. SPXU — Risk-Adjusted Performance Rank

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

^SP100
The Risk-Adjusted Performance Rank of ^SP100 is 7474
Overall Rank
The Sharpe Ratio Rank of ^SP100 is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP100 is 7171
Sortino Ratio Rank
The Omega Ratio Rank of ^SP100 is 7474
Omega Ratio Rank
The Calmar Ratio Rank of ^SP100 is 7878
Calmar Ratio Rank
The Martin Ratio Rank of ^SP100 is 7676
Martin Ratio Rank

SPXU
The Risk-Adjusted Performance Rank of SPXU is 33
Overall Rank
The Sharpe Ratio Rank of SPXU is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of SPXU is 44
Sortino Ratio Rank
The Omega Ratio Rank of SPXU is 33
Omega Ratio Rank
The Calmar Ratio Rank of SPXU is 44
Calmar Ratio Rank
The Martin Ratio Rank of SPXU is 22
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.

^SP100 vs. SPXU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 100 Index (^SP100) and ProShares UltraPro Short S&P500 (SPXU). 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 ^SP100 Sharpe Ratio is 0.67, which is higher than the SPXU Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of ^SP100 and SPXU, 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

^SP100 vs. SPXU - Drawdown Comparison

The maximum ^SP100 drawdown since its inception was -61.31%, smaller than the maximum SPXU drawdown of -99.99%. Use the drawdown chart below to compare losses from any high point for ^SP100 and SPXU.


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

Volatility

^SP100 vs. SPXU - Volatility Comparison

The current volatility for S&P 100 Index (^SP100) is 5.02%, while ProShares UltraPro Short S&P500 (SPXU) has a volatility of 14.87%. This indicates that ^SP100 experiences smaller price fluctuations and is considered to be less risky than SPXU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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