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^SSMI vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SSMI and ^GSPC is 0.30, 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.


Performance

^SSMI vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Swiss Market Index (^SSMI) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^SSMI:

0.18

^GSPC:

0.62

Sortino Ratio

^SSMI:

0.25

^GSPC:

0.94

Omega Ratio

^SSMI:

1.04

^GSPC:

1.14

Calmar Ratio

^SSMI:

0.11

^GSPC:

0.61

Martin Ratio

^SSMI:

0.39

^GSPC:

2.29

Ulcer Index

^SSMI:

4.90%

^GSPC:

5.01%

Daily Std Dev

^SSMI:

15.70%

^GSPC:

19.79%

Max Drawdown

^SSMI:

-56.31%

^GSPC:

-56.78%

Current Drawdown

^SSMI:

-7.44%

^GSPC:

-3.78%

Returns By Period

In the year-to-date period, ^SSMI achieves a 5.05% return, which is significantly higher than ^GSPC's 0.52% return. Over the past 10 years, ^SSMI has underperformed ^GSPC with an annualized return of 2.81%, while ^GSPC has yielded a comparatively higher 10.84% annualized return.


^SSMI

YTD

5.05%

1M

0.99%

6M

4.07%

1Y

3.33%

3Y*

1.52%

5Y*

4.39%

10Y*

2.81%

^GSPC

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

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Swiss Market Index

S&P 500

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

Risk-Adjusted Performance

^SSMI vs. ^GSPC — Risk-Adjusted Performance Rank

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

^SSMI
The Risk-Adjusted Performance Rank of ^SSMI is 2929
Overall Rank
The Sharpe Ratio Rank of ^SSMI is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SSMI is 2626
Sortino Ratio Rank
The Omega Ratio Rank of ^SSMI is 2828
Omega Ratio Rank
The Calmar Ratio Rank of ^SSMI is 2929
Calmar Ratio Rank
The Martin Ratio Rank of ^SSMI is 2929
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6666
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6565
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7070
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.

^SSMI vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Swiss Market Index (^SSMI) and S&P 500 (^GSPC). 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 ^SSMI Sharpe Ratio is 0.18, which is lower than the ^GSPC Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of ^SSMI and ^GSPC, 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

^SSMI vs. ^GSPC - Drawdown Comparison

The maximum ^SSMI drawdown since its inception was -56.31%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ^SSMI and ^GSPC.


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

Volatility

^SSMI vs. ^GSPC - Volatility Comparison

The current volatility for Swiss Market Index (^SSMI) is 3.09%, while S&P 500 (^GSPC) has a volatility of 4.76%. This indicates that ^SSMI experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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