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

Correlation

The correlation between ^SP500TR and ^IXIC 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.


-0.50.00.51.00.9

Performance

^SP500TR vs. ^IXIC - Performance Comparison

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

4,500.00%5,000.00%5,500.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
4,933.28%
5,629.01%
^SP500TR
^IXIC

Key characteristics

Sharpe Ratio

^SP500TR:

2.03

^IXIC:

1.67

Sortino Ratio

^SP500TR:

2.71

^IXIC:

2.22

Omega Ratio

^SP500TR:

1.38

^IXIC:

1.30

Calmar Ratio

^SP500TR:

3.03

^IXIC:

2.29

Martin Ratio

^SP500TR:

13.52

^IXIC:

8.49

Ulcer Index

^SP500TR:

1.89%

^IXIC:

3.55%

Daily Std Dev

^SP500TR:

12.59%

^IXIC:

17.98%

Max Drawdown

^SP500TR:

-55.25%

^IXIC:

-77.93%

Current Drawdown

^SP500TR:

-3.54%

^IXIC:

-3.87%

Returns By Period

In the year-to-date period, ^SP500TR achieves a 24.77% return, which is significantly lower than ^IXIC's 29.19% return. Over the past 10 years, ^SP500TR has underperformed ^IXIC with an annualized return of 13.05%, while ^IXIC has yielded a comparatively higher 15.10% annualized return.


^SP500TR

YTD

24.77%

1M

-0.24%

6M

7.73%

1Y

24.86%

5Y*

14.61%

10Y*

13.05%

^IXIC

YTD

29.19%

1M

3.20%

6M

8.57%

1Y

29.26%

5Y*

16.85%

10Y*

15.10%

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Total Return (^SP500TR) and NASDAQ Composite (^IXIC). 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 ^SP500TR, currently valued at 2.03, compared to the broader market-1.000.001.002.002.031.67
The chart of Sortino ratio for ^SP500TR, currently valued at 2.71, compared to the broader market-1.000.001.002.003.002.712.22
The chart of Omega ratio for ^SP500TR, currently valued at 1.38, compared to the broader market0.800.901.001.101.201.301.401.381.30
The chart of Calmar ratio for ^SP500TR, currently valued at 3.03, compared to the broader market0.001.002.003.004.003.032.29
The chart of Martin ratio for ^SP500TR, currently valued at 13.52, compared to the broader market0.005.0010.0015.0013.528.49
^SP500TR
^IXIC

The current ^SP500TR Sharpe Ratio is 2.03, which is comparable to the ^IXIC Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of ^SP500TR and ^IXIC, 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.03
1.67
^SP500TR
^IXIC

Drawdowns

^SP500TR vs. ^IXIC - Drawdown Comparison

The maximum ^SP500TR drawdown since its inception was -55.25%, smaller than the maximum ^IXIC drawdown of -77.93%. Use the drawdown chart below to compare losses from any high point for ^SP500TR and ^IXIC. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.54%
-3.87%
^SP500TR
^IXIC

Volatility

^SP500TR vs. ^IXIC - Volatility Comparison

The current volatility for S&P 500 Total Return (^SP500TR) is 3.65%, while NASDAQ Composite (^IXIC) has a volatility of 5.05%. This indicates that ^SP500TR experiences smaller price fluctuations and is considered to be less risky than ^IXIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.65%
5.05%
^SP500TR
^IXIC
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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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