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Performance

^XAX Performance Chart

NYSE American Composite Index (^XAX) is up 16.2% since the beginning of the year. ^XAX is currently trading at $7,976 per share. Investors who bought $1,000 worth of ^XAX shares 5 years ago would now be looking at an investment worth $2,469.


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S&P 500 Index

Returns By Period

NYSE American Composite Index (^XAX) has returned 16.15% so far this year and 37.97% over the past 12 months. Over the last ten years, ^XAX has had an annualized return of 13.34%, just under the S&P 500 Index benchmark’s 13.88%.


NYSE American Composite Index

1D
0.47%
1M
-11.64%
YTD
16.15%
6M
15.58%
1Y
37.97%
3Y*
25.46%
5Y*
19.81%
10Y*
13.34%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^XAX Monthly Returns History

Based on dividend-adjusted daily data since Dec 27, 1995, ^XAX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +26.2%, while the worst month was Mar 2020 at -30.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^XAX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Mar 9, 2020 at -12.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202612.31%13.60%0.74%3.93%-7.50%-6.00%16.15%
20254.55%0.41%3.79%-3.59%5.52%11.30%3.36%11.13%5.21%-0.83%7.81%-8.07%46.53%
2024-2.07%0.10%8.20%-1.19%3.33%-2.93%5.96%1.58%-2.24%2.84%0.30%-10.61%2.00%
20236.26%-3.30%0.59%-1.75%-7.82%8.04%4.83%2.16%2.52%-3.14%4.53%-1.19%11.10%
20225.05%10.36%5.20%-1.91%3.75%-8.53%6.52%3.00%-4.62%12.22%2.59%-11.79%20.66%
20212.34%7.68%4.37%8.37%9.49%-1.58%-4.84%0.24%6.81%5.60%-1.68%2.17%45.17%

Benchmark Metrics

NYSE American Composite Index has an annualized alpha of 3.98%, beta of 0.67, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since December 27, 1995.

  • This index participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.89%) than losses (77.89%) - typical of diversified or defensive assets.
  • Beta of 0.67 may look defensive, but with R2 of 0.46 this index is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
  • R2 of 0.46 means the benchmark explains less than half of this index's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
3.98%
Beta
0.67
0.46
Upside Capture
81.89%
Downside Capture
77.89%

Return for Risk

Risk / Return Rank

^XAX ranks 60 for risk / return — better than 60% of indices on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


^XAX Risk / Return Rank: 6060
Overall Rank
^XAX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
^XAX Sortino Ratio Rank: 5454
Sortino Ratio Rank
^XAX Omega Ratio Rank: 5656
Omega Ratio Rank
^XAX Calmar Ratio Rank: 6363
Calmar Ratio Rank
^XAX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for NYSE American Composite Index (^XAX) 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.


^XAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.06

Calmar ratioReturn relative to maximum drawdown

2.65

2.78

-0.13

Martin ratioReturn relative to average drawdown

10.34

12.44

-2.10

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 NYSE American Composite 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 NYSE American Composite Index was 54.41%, occurring on Nov 20, 2008. Recovery took 1328 trading sessions.

The current NYSE American Composite Index drawdown is 13.96%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-54.41%Nov 2008
1y 14d5y 3mo
6y 4moNov 2007 - Mar 2014
COVID crash2020
-53.51%Mar 2020
5y 8mo11mo 29d
6y 8moJul 2014 - Mar 2021
Dot-com crash2000–2002
-25.52%Jul 2002
2y 4mo1y 3mo
3y 7moMar 2000 - Oct 2003
1998 bear market1998
-25.20%Oct 1998
5mo 18d6mo 16d
12mo 4dApr 1998 - Apr 1999
Bear market2022
-19.28%Jul 2022
1mo 6d1mo 11d
2mo 17dJun 2022 - Aug 2022

Drawdown Indicators


^XAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.41%

-56.78%

+2.37%

Max Drawdown (1Y)

Largest decline over 1 year

-14.37%

-9.10%

-5.27%

Max Drawdown (3Y)

Largest decline over 3 years

-18.79%

-18.90%

+0.11%

Max Drawdown (5Y)

Largest decline over 5 years

-19.28%

-25.43%

+6.15%

Max Drawdown (10Y)

Largest decline over 10 years

-52.59%

-33.92%

-18.67%

Current Drawdown

Current decline from peak

-13.96%

-1.80%

-12.16%

Average Drawdown

Average peak-to-trough decline

-10.30%

-10.71%

+0.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

2.03%

+1.65%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^XAX

Add NYSE American Composite Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with ^XAX