PortfoliosLab logoPortfoliosLab logo
^NDXT vs. MSFT
Performance
Return for Risk
Drawdowns
Volatility

Performance

^NDXT vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ 100 Technology Sector Index (^NDXT) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ^NDXT achieves a 37.11% return, which is significantly higher than MSFT's 1.24% return. Over the past 10 years, ^NDXT has underperformed MSFT with an annualized return of 20.93%, while MSFT has yielded a comparatively higher 25.26% annualized return.


^NDXT

1D
-1.39%
1M
-1.63%
6M
40.38%
YTD
37.11%
1Y
50.04%
3Y*
28.27%
5Y*
13.92%
10Y*
20.93%
ALL TIME*
14.94%

MSFT

1D
-1.09%
1M
26.04%
6M
18.21%
YTD
1.24%
1Y
-6.90%
3Y*
15.04%
5Y*
11.90%
10Y*
25.26%
ALL TIME*
25.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$21.56B$16.11B$16.89B

^NDXT vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^NDXT
NASDAQ 100 Technology Sector Index
37.11%22.46%7.13%66.70%-39.93%26.98%38.17%47.28%-5.49%36.68%
MSFT
Microsoft Corporation
1.24%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Correlation

The correlation between ^NDXT and MSFT is 0.30, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.30

Correlation (3Y)
Balances recent behavior with more history.

0.53

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.67

Correlation (10Y)
Provides a long-term view across more market conditions.

0.70

Correlation (All Time)
Calculated using the full available price history since Feb 22, 2006

0.67

Over the past year, the correlation between ^NDXT and MSFT has dropped to 0.30 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.

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

^NDXT vs. MSFT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

^NDXT
^NDXT Risk / Return Rank: 6464
Overall Rank
^NDXT Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
^NDXT Sortino Ratio Rank: 5757
Sortino Ratio Rank
^NDXT Omega Ratio Rank: 5454
Omega Ratio Rank
^NDXT Calmar Ratio Rank: 8383
Calmar Ratio Rank
^NDXT Martin Ratio Rank: 6161
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 3232
Overall Rank
MSFT Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2828
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2828
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3636
Calmar Ratio Rank
MSFT Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

^NDXT vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ 100 Technology Sector Index (^NDXT) and Microsoft Corporation (MSFT). 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.


^NDXTMSFTDifference
Sharpe ratioReturn per unit of total volatility

+1.95

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.29

0.99

+0.30

Calmar ratioReturn relative to maximum drawdown

3.13

-0.20

+3.33

Martin ratioReturn relative to average drawdown

8.68

-0.36

+9.04

^NDXT vs. MSFT - Sharpe Ratio Comparison

The current ^NDXT Sharpe Ratio is 1.74, which is higher than the MSFT Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of ^NDXT and MSFT, 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

^NDXT vs. MSFT - Drawdown Comparison

The maximum ^NDXT drawdown since its inception was -59.34%, smaller than the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for ^NDXT and MSFT.


Loading charts...

Drawdown Indicators


^NDXTMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-59.34%

-69.38%

+10.04%

Max Drawdown (1Y)

Largest decline over 1 year

-16.08%

-34.50%

+18.42%

Max Drawdown (3Y)

Largest decline over 3 years

-29.28%

-34.50%

+5.22%

Max Drawdown (5Y)

Largest decline over 5 years

-45.71%

-37.15%

-8.56%

Max Drawdown (10Y)

Largest decline over 10 years

-45.71%

-37.15%

-8.56%

Current Drawdown

Current decline from peak

-5.99%

-9.50%

+3.51%

Average Drawdown

Average peak-to-trough decline

-9.85%

-21.80%

+11.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.78%

19.33%

-13.55%

Volatility

^NDXT vs. MSFT - Volatility Comparison

The current volatility for NASDAQ 100 Technology Sector Index (^NDXT) is 10.34%, while Microsoft Corporation (MSFT) has a volatility of 16.44%. This indicates that ^NDXT experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


^NDXTMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.34%

16.44%

-6.10%

Volatility (6M)

Calculated over the trailing 6-month period

24.34%

26.64%

-2.30%

Volatility (1Y)

Calculated over the trailing 1-year period

28.98%

31.98%

-3.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.61%

28.10%

+2.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.30%

27.66%

+0.64%

Frequently Asked Questions


^NDXT and MSFT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSFT has higher volatility (16.44%) compared to ^NDXT (10.34%). In terms of maximum drawdown, ^NDXT dropped -59.34% vs MSFT's -69.38%.

^NDXT currently has the higher Sharpe Ratio (1.74 vs -0.22), 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 ^NDXT and MSFT

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