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^NQROBO vs. ^XCMP
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NQROBO and ^XCMP is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.8

Performance

^NQROBO vs. ^XCMP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) and NASDAQ Composite Total Return Index (^XCMP). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
43.72%
165.61%
^NQROBO
^XCMP

Key characteristics

Sharpe Ratio

^NQROBO:

-0.16

^XCMP:

0.23

Sortino Ratio

^NQROBO:

-0.06

^XCMP:

0.50

Omega Ratio

^NQROBO:

0.99

^XCMP:

1.07

Calmar Ratio

^NQROBO:

-0.09

^XCMP:

0.24

Martin Ratio

^NQROBO:

-0.45

^XCMP:

0.83

Ulcer Index

^NQROBO:

8.22%

^XCMP:

7.09%

Daily Std Dev

^NQROBO:

23.43%

^XCMP:

25.06%

Max Drawdown

^NQROBO:

-44.12%

^XCMP:

-35.83%

Current Drawdown

^NQROBO:

-29.70%

^XCMP:

-13.73%

Returns By Period

In the year-to-date period, ^NQROBO achieves a -8.10% return, which is significantly higher than ^XCMP's -9.90% return.


^NQROBO

YTD

-8.10%

1M

0.23%

6M

-5.74%

1Y

-1.49%

5Y*

5.45%

10Y*

N/A

^XCMP

YTD

-9.90%

1M

0.28%

6M

-6.14%

1Y

9.80%

5Y*

15.03%

10Y*

14.29%

*Annualized

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Risk-Adjusted Performance

^NQROBO vs. ^XCMP — Risk-Adjusted Performance Rank

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

^NQROBO
The Risk-Adjusted Performance Rank of ^NQROBO is 2121
Overall Rank
The Sharpe Ratio Rank of ^NQROBO is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NQROBO is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ^NQROBO is 2222
Omega Ratio Rank
The Calmar Ratio Rank of ^NQROBO is 2020
Calmar Ratio Rank
The Martin Ratio Rank of ^NQROBO is 2020
Martin Ratio Rank

^XCMP
The Risk-Adjusted Performance Rank of ^XCMP is 4242
Overall Rank
The Sharpe Ratio Rank of ^XCMP is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XCMP is 4343
Sortino Ratio Rank
The Omega Ratio Rank of ^XCMP is 4343
Omega Ratio Rank
The Calmar Ratio Rank of ^XCMP is 4242
Calmar Ratio Rank
The Martin Ratio Rank of ^XCMP is 4343
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.

^NQROBO vs. ^XCMP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) and NASDAQ Composite Total Return Index (^XCMP). 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 chart of Sharpe ratio for ^NQROBO, currently valued at -0.17, compared to the broader market-0.500.000.501.001.50
^NQROBO: -0.17
^XCMP: 0.13
The chart of Sortino ratio for ^NQROBO, currently valued at -0.08, compared to the broader market-1.00-0.500.000.501.001.502.00
^NQROBO: -0.08
^XCMP: 0.36
The chart of Omega ratio for ^NQROBO, currently valued at 0.99, compared to the broader market0.901.001.101.201.30
^NQROBO: 0.99
^XCMP: 1.05
The chart of Calmar ratio for ^NQROBO, currently valued at -0.10, compared to the broader market-0.500.000.501.00
^NQROBO: -0.10
^XCMP: 0.14
The chart of Martin ratio for ^NQROBO, currently valued at -0.49, compared to the broader market0.002.004.006.00
^NQROBO: -0.49
^XCMP: 0.45

The current ^NQROBO Sharpe Ratio is -0.16, which is lower than the ^XCMP Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of ^NQROBO and ^XCMP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
-0.17
0.13
^NQROBO
^XCMP

Drawdowns

^NQROBO vs. ^XCMP - Drawdown Comparison

The maximum ^NQROBO drawdown since its inception was -44.12%, which is greater than ^XCMP's maximum drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for ^NQROBO and ^XCMP. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-29.70%
-13.73%
^NQROBO
^XCMP

Volatility

^NQROBO vs. ^XCMP - Volatility Comparison

The current volatility for Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) is 13.80%, while NASDAQ Composite Total Return Index (^XCMP) has a volatility of 16.97%. This indicates that ^NQROBO experiences smaller price fluctuations and is considered to be less risky than ^XCMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
13.80%
16.97%
^NQROBO
^XCMP