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Performance
^IXF Performance Chart
NASDAQ Financial 100 Index (^IXF) is down 1.8% since the beginning of the year. ^IXF is currently trading at $7,178 per share. Investors who bought $1,000 worth of ^IXF shares 5 years ago would now be looking at an investment worth $1,161.
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Returns By Period
NASDAQ Financial 100 Index (^IXF) has returned -1.77% so far this year and 5.15% over the past 12 months. Over the last ten years, ^IXF has returned 8.53% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
NASDAQ Financial 100 Index
- 1D
- 0.20%
- 1M
- 2.72%
- YTD
- -1.77%
- 6M
- -4.61%
- 1Y
- 5.15%
- 3Y*
- 19.04%
- 5Y*
- 3.03%
- 10Y*
- 8.53%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
^IXF Monthly Returns History
Based on dividend-adjusted daily data since Oct 25, 1990, ^IXF's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2024 with a return of +13.8%, while the worst month was Jan 2009 at -20.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ^IXF closed higher 54% of trading days. The best single day was Mar 23, 2009 with a return of +12.2%, while the worst single day was Dec 1, 2008 at -14.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.63% | -5.06% | -4.48% | 6.27% | -0.23% | 1.51% | -1.77% | ||||||
| 2025 | 6.68% | -2.21% | -6.42% | -1.23% | 7.95% | 7.56% | 2.73% | 1.11% | 1.24% | -2.36% | -0.44% | -0.94% | 13.38% |
| 2024 | -3.12% | 5.72% | 5.49% | -6.03% | 3.20% | -1.13% | 8.13% | 1.57% | 0.26% | 2.63% | 13.84% | -8.01% | 22.61% |
| 2023 | 8.09% | -1.13% | -12.70% | -2.76% | -4.53% | 6.00% | 11.46% | -4.92% | -3.69% | -1.94% | 9.58% | 9.30% | 10.06% |
| 2022 | -6.04% | 1.16% | -3.04% | -12.81% | 0.77% | -9.11% | 6.15% | -1.04% | -7.10% | 7.85% | 2.92% | -7.04% | -25.89% |
| 2021 | 1.45% | 7.49% | 3.07% | 4.56% | 2.58% | -0.49% | -2.70% | 5.08% | -0.67% | 6.23% | -4.78% | 1.38% | 24.95% |
Benchmark Metrics
NASDAQ Financial 100 Index has an annualized alpha of 0.52%, beta of 1.04, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since October 25, 1990.
- This index participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.83%) than losses (90.72%) - typical of diversified or defensive assets.
- With beta of 1.04 and R2 of 0.71, this index moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.52%
- Beta
- 1.04
- R²
- 0.71
- Upside Capture
- 91.83%
- Downside Capture
- 90.72%
Return for Risk
Risk / Return Rank
^IXF ranks 18 for risk / return — in the bottom 18% of indices on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for NASDAQ Financial 100 Index (^IXF) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^IXF | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.37 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.78 | -2.46 |
| Martin ratioReturn relative to average drawdown | 0.82 | 12.44 | -11.62 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the NASDAQ Financial 100 Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the NASDAQ Financial 100 Index was 61.80%, occurring on Mar 9, 2009. Recovery took 1560 trading sessions.
The current NASDAQ Financial 100 Index drawdown is 6.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.80%Mar 2009 | 1y 9mo | 6y 2mo | 7y 11moJun 2007 - May 2015 |
2023 bear market2023 | -41.61%May 2023 | 1y 5mo | 1y 6mo | 3y 15dNov 2021 - Nov 2024 |
COVID crash2020 | -41.41%Mar 2020 | 1mo 1d | 9mo 20d | 10mo 21dFeb 2020 - Jan 2021 |
Dot-com crash2000–2002 | -35.42%Mar 2000 | 1y 10mo | 1y 12mo | 3y 10moApr 1998 - Mar 2002 |
Dot-com crash2000–2002 | -23.82%Oct 2002 | 4mo 26d | 10mo 28d | 1y 3moMay 2002 - Sep 2003 |
Drawdown Indicators
| ^IXF | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.80% | -56.78% | -5.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.87% | -9.10% | -6.77% |
Max Drawdown (3Y)Largest decline over 3 years | -21.75% | -18.90% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -41.61% | -25.43% | -16.18% |
Max Drawdown (10Y)Largest decline over 10 years | -41.61% | -33.92% | -7.69% |
Current DrawdownCurrent decline from peak | -6.58% | -1.80% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -10.71% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.28% | 2.03% | +4.25% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with ^IXF
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