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^SPTSX60 vs. COST
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SPTSX60 and COST is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.7

Performance

^SPTSX60 vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P/TSX 60 Index (^SPTSX60) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
256.41%
3,720.23%
^SPTSX60
COST

Key characteristics

Sharpe Ratio

^SPTSX60:

0.87

COST:

1.68

Sortino Ratio

^SPTSX60:

1.24

COST:

2.24

Omega Ratio

^SPTSX60:

1.18

COST:

1.30

Calmar Ratio

^SPTSX60:

0.97

COST:

2.14

Martin Ratio

^SPTSX60:

4.18

COST:

6.51

Ulcer Index

^SPTSX60:

2.97%

COST:

5.70%

Daily Std Dev

^SPTSX60:

14.32%

COST:

22.11%

Max Drawdown

^SPTSX60:

-49.15%

COST:

-53.39%

Current Drawdown

^SPTSX60:

-4.61%

COST:

-9.41%

Returns By Period

In the year-to-date period, ^SPTSX60 achieves a 0.19% return, which is significantly lower than COST's 6.58% return. Over the past 10 years, ^SPTSX60 has underperformed COST with an annualized return of 5.21%, while COST has yielded a comparatively higher 23.05% annualized return.


^SPTSX60

YTD

0.19%

1M

-2.39%

6M

1.15%

1Y

13.22%

5Y*

11.27%

10Y*

5.21%

COST

YTD

6.58%

1M

4.86%

6M

9.45%

1Y

35.49%

5Y*

27.94%

10Y*

23.05%

*Annualized

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Risk-Adjusted Performance

^SPTSX60 vs. COST — Risk-Adjusted Performance Rank

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

^SPTSX60
The Risk-Adjusted Performance Rank of ^SPTSX60 is 8787
Overall Rank
The Sharpe Ratio Rank of ^SPTSX60 is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SPTSX60 is 8484
Sortino Ratio Rank
The Omega Ratio Rank of ^SPTSX60 is 8686
Omega Ratio Rank
The Calmar Ratio Rank of ^SPTSX60 is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ^SPTSX60 is 9292
Martin Ratio Rank

COST
The Risk-Adjusted Performance Rank of COST is 9191
Overall Rank
The Sharpe Ratio Rank of COST is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8989
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8888
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9494
Calmar Ratio Rank
The Martin Ratio Rank of COST is 9090
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.

^SPTSX60 vs. COST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P/TSX 60 Index (^SPTSX60) and Costco Wholesale Corporation (COST). 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 ^SPTSX60, currently valued at 0.82, compared to the broader market-0.500.000.501.001.50
^SPTSX60: 0.82
COST: 1.61
The chart of Sortino ratio for ^SPTSX60, currently valued at 1.25, compared to the broader market-1.000.001.002.00
^SPTSX60: 1.25
COST: 2.16
The chart of Omega ratio for ^SPTSX60, currently valued at 1.17, compared to the broader market0.901.001.101.201.30
^SPTSX60: 1.17
COST: 1.29
The chart of Calmar ratio for ^SPTSX60, currently valued at 1.01, compared to the broader market-0.500.000.501.00
^SPTSX60: 1.01
COST: 2.05
The chart of Martin ratio for ^SPTSX60, currently valued at 3.81, compared to the broader market-2.000.002.004.006.00
^SPTSX60: 3.81
COST: 6.19

The current ^SPTSX60 Sharpe Ratio is 0.87, which is lower than the COST Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of ^SPTSX60 and COST, 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 Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.82
1.61
^SPTSX60
COST

Drawdowns

^SPTSX60 vs. COST - Drawdown Comparison

The maximum ^SPTSX60 drawdown since its inception was -49.15%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for ^SPTSX60 and COST. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-2.43%
-9.41%
^SPTSX60
COST

Volatility

^SPTSX60 vs. COST - Volatility Comparison

S&P/TSX 60 Index (^SPTSX60) and Costco Wholesale Corporation (COST) have volatilities of 10.87% and 10.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
10.87%
10.36%
^SPTSX60
COST