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

Correlation

The correlation between ^TNX and ^GSPC is 0.18, 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

^TNX vs. ^GSPC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

^TNX:

-0.08

^GSPC:

0.44

Sortino Ratio

^TNX:

0.03

^GSPC:

0.79

Omega Ratio

^TNX:

1.00

^GSPC:

1.12

Calmar Ratio

^TNX:

-0.04

^GSPC:

0.48

Martin Ratio

^TNX:

-0.19

^GSPC:

1.85

Ulcer Index

^TNX:

10.59%

^GSPC:

4.92%

Daily Std Dev

^TNX:

22.01%

^GSPC:

19.37%

Max Drawdown

^TNX:

-93.78%

^GSPC:

-56.78%

Current Drawdown

^TNX:

-45.47%

^GSPC:

-7.88%

Returns By Period

In the year-to-date period, ^TNX achieves a -4.33% return, which is significantly lower than ^GSPC's -3.77% return. Over the past 10 years, ^TNX has underperformed ^GSPC with an annualized return of 6.75%, while ^GSPC has yielded a comparatively higher 10.46% annualized return.


^TNX

YTD

-4.33%

1M

-0.43%

6M

1.60%

1Y

-2.86%

5Y*

43.39%

10Y*

6.75%

^GSPC

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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Risk-Adjusted Performance

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

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

^TNX
The Risk-Adjusted Performance Rank of ^TNX is 2525
Overall Rank
The Sharpe Ratio Rank of ^TNX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of ^TNX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of ^TNX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of ^TNX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of ^TNX is 2525
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6767
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7474
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.

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

This table presents a comparison of risk-adjusted performance metrics for Treasury Yield 10 Years (^TNX) 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 ^TNX Sharpe Ratio is -0.08, which is lower than the ^GSPC Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of ^TNX 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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Drawdowns

^TNX vs. ^GSPC - Drawdown Comparison

The maximum ^TNX drawdown since its inception was -93.78%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ^TNX and ^GSPC. For additional features, visit the drawdowns tool.


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Volatility

^TNX vs. ^GSPC - Volatility Comparison

The current volatility for Treasury Yield 10 Years (^TNX) is 6.44%, while S&P 500 (^GSPC) has a volatility of 6.82%. This indicates that ^TNX 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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