PortfoliosLab logoPortfoliosLab logo
^NDX vs. NVO
Performance
Return for Risk
Drawdowns
Volatility

Performance

^NDX vs. NVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ 100 Index (^NDX) and Novo Nordisk A/S (NVO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ^NDX achieves a 17.37% return, which is significantly higher than NVO's -10.74% return. Over the past 10 years, ^NDX has outperformed NVO with an annualized return of 20.95%, while NVO has yielded a comparatively lower 7.56% annualized return.


^NDX

1D
0.64%
1M
0.19%
YTD
17.37%
6M
17.62%
1Y
37.01%
3Y*
25.76%
5Y*
16.18%
10Y*
20.95%

NVO

1D
-0.18%
1M
-4.19%
YTD
-10.74%
6M
-9.50%
1Y
-42.47%
3Y*
-15.59%
5Y*
2.92%
10Y*
7.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^NDX vs. NVO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^NDX
NASDAQ 100 Index
17.37%20.17%24.88%53.81%-32.97%26.63%47.58%37.96%-1.04%31.52%
NVO
Novo Nordisk A/S
-10.74%-39.22%-15.93%54.84%22.66%63.52%23.33%28.70%-12.98%52.92%

Correlation

The correlation between ^NDX and NVO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Oct 1, 1985

0.27

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

^NDX vs. NVO — Risk / Return Rank

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

^NDX
^NDX Risk / Return Rank: 7979
Overall Rank
^NDX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
^NDX Sortino Ratio Rank: 7979
Sortino Ratio Rank
^NDX Omega Ratio Rank: 8181
Omega Ratio Rank
^NDX Calmar Ratio Rank: 7878
Calmar Ratio Rank
^NDX Martin Ratio Rank: 7676
Martin Ratio Rank

NVO
NVO Risk / Return Rank: 1212
Overall Rank
NVO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVO Omega Ratio Rank: 1010
Omega Ratio Rank
NVO Calmar Ratio Rank: 1212
Calmar Ratio Rank
NVO Martin Ratio Rank: 1616
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.

^NDX vs. NVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ 100 Index (^NDX) and Novo Nordisk A/S (NVO). 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.

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.


^NDXNVODifference
Sharpe ratioReturn per unit of total volatility

+2.89

Sortino ratioReturn per unit of downside risk

+3.73

Omega ratioGain probability vs. loss probability

1.36

0.85

+0.51

Calmar ratioReturn relative to maximum drawdown

2.92

-0.80

+3.72

Martin ratioReturn relative to average drawdown

10.85

-1.18

+12.03

^NDX vs. NVO - Sharpe Ratio Comparison

The current ^NDX Sharpe Ratio is 2.05, which is higher than the NVO Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of ^NDX and NVO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

^NDX vs. NVO - Drawdown Comparison

The maximum ^NDX drawdown since its inception was -82.90%, which is greater than NVO's maximum drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for ^NDX and NVO.


Loading charts...

Drawdown Indicators


^NDXNVODifference

Max Drawdown

Largest peak-to-trough decline

-82.90%

-74.70%

-8.20%

Max Drawdown (1Y)

Largest decline over 1 year

-12.12%

-54.34%

+42.22%

Max Drawdown (3Y)

Largest decline over 3 years

-22.93%

-74.70%

+51.77%

Max Drawdown (5Y)

Largest decline over 5 years

-35.56%

-74.70%

+39.14%

Max Drawdown (10Y)

Largest decline over 10 years

-35.56%

-74.70%

+39.14%

Current Drawdown

Current decline from peak

-3.34%

-68.11%

+64.77%

Average Drawdown

Average peak-to-trough decline

-24.61%

-17.79%

-6.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

37.62%

-34.36%

Volatility

^NDX vs. NVO - Volatility Comparison

The current volatility for NASDAQ 100 Index (^NDX) is 7.51%, while Novo Nordisk A/S (NVO) has a volatility of 10.68%. This indicates that ^NDX experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


^NDXNVODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.51%

10.68%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

13.84%

38.04%

-24.20%

Volatility (1Y)

Calculated over the trailing 1-year period

17.29%

51.88%

-34.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.76%

38.33%

-15.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.61%

32.56%

-9.95%

Frequently Asked Questions


^NDX and NVO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVO has higher volatility (10.68%) compared to ^NDX (7.51%). In terms of maximum drawdown, ^NDX dropped -82.90% vs NVO's -74.70%.

^NDX currently has the higher Sharpe Ratio (2.05 vs -0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ^NDX and NVO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer