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^SP600 vs. ^XLHK
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SP600 and ^XLHK is 0.15, 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.


-0.50.00.51.00.1

Performance

^SP600 vs. ^XLHK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 600 (^SP600) and Dow Jones Hong Kong Titans 30 Index (^XLHK). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
4.46%
1.54%
^SP600
^XLHK

Key characteristics

Sharpe Ratio

^SP600:

0.81

^XLHK:

-0.23

Sortino Ratio

^SP600:

1.27

^XLHK:

-0.19

Omega Ratio

^SP600:

1.15

^XLHK:

0.98

Calmar Ratio

^SP600:

1.03

^XLHK:

-0.09

Martin Ratio

^SP600:

3.94

^XLHK:

-0.41

Ulcer Index

^SP600:

4.01%

^XLHK:

10.90%

Daily Std Dev

^SP600:

19.57%

^XLHK:

19.54%

Max Drawdown

^SP600:

-59.17%

^XLHK:

-68.02%

Current Drawdown

^SP600:

-6.65%

^XLHK:

-45.45%

Returns By Period

In the year-to-date period, ^SP600 achieves a 2.40% return, which is significantly higher than ^XLHK's -2.73% return. Over the past 10 years, ^SP600 has outperformed ^XLHK with an annualized return of 7.96%, while ^XLHK has yielded a comparatively lower -2.86% annualized return.


^SP600

YTD

2.40%

1M

2.38%

6M

4.46%

1Y

13.51%

5Y*

6.79%

10Y*

7.96%

^XLHK

YTD

-2.73%

1M

-1.33%

6M

1.23%

1Y

1.32%

5Y*

-9.50%

10Y*

-2.86%

*Annualized

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Risk-Adjusted Performance

^SP600 vs. ^XLHK — Risk-Adjusted Performance Rank

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

^SP600
The Risk-Adjusted Performance Rank of ^SP600 is 4545
Overall Rank
The Sharpe Ratio Rank of ^SP600 is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP600 is 4242
Sortino Ratio Rank
The Omega Ratio Rank of ^SP600 is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ^SP600 is 5353
Calmar Ratio Rank
The Martin Ratio Rank of ^SP600 is 4949
Martin Ratio Rank

^XLHK
The Risk-Adjusted Performance Rank of ^XLHK is 66
Overall Rank
The Sharpe Ratio Rank of ^XLHK is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XLHK is 77
Sortino Ratio Rank
The Omega Ratio Rank of ^XLHK is 66
Omega Ratio Rank
The Calmar Ratio Rank of ^XLHK is 77
Calmar Ratio Rank
The Martin Ratio Rank of ^XLHK is 66
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.

^SP600 vs. ^XLHK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 600 (^SP600) and Dow Jones Hong Kong Titans 30 Index (^XLHK). 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 ^SP600, currently valued at 0.66, compared to the broader market-0.500.000.501.001.502.002.500.66-0.21
The chart of Sortino ratio for ^SP600, currently valued at 1.08, compared to the broader market-1.000.001.002.003.001.08-0.16
The chart of Omega ratio for ^SP600, currently valued at 1.14, compared to the broader market1.001.201.401.140.98
The chart of Calmar ratio for ^SP600, currently valued at 0.78, compared to the broader market0.001.002.003.000.78-0.08
The chart of Martin ratio for ^SP600, currently valued at 2.83, compared to the broader market0.005.0010.0015.0020.002.83-0.37
^SP600
^XLHK

The current ^SP600 Sharpe Ratio is 0.81, which is higher than the ^XLHK Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of ^SP600 and ^XLHK, 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 Ratio-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.66
-0.21
^SP600
^XLHK

Drawdowns

^SP600 vs. ^XLHK - Drawdown Comparison

The maximum ^SP600 drawdown since its inception was -59.17%, smaller than the maximum ^XLHK drawdown of -68.02%. Use the drawdown chart below to compare losses from any high point for ^SP600 and ^XLHK. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-6.65%
-45.62%
^SP600
^XLHK

Volatility

^SP600 vs. ^XLHK - Volatility Comparison

S&P 600 (^SP600) has a higher volatility of 3.92% compared to Dow Jones Hong Kong Titans 30 Index (^XLHK) at 3.43%. This indicates that ^SP600's price experiences larger fluctuations and is considered to be riskier than ^XLHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
3.92%
3.43%
^SP600
^XLHK
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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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