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^NYA vs. MCD
Performance
Return for Risk
Drawdowns
Volatility

Performance

^NYA vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYSE Composite (^NYA) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ^NYA achieves a 6.63% return, which is significantly higher than MCD's -10.01% return. Over the past 10 years, ^NYA has underperformed MCD with an annualized return of 8.71%, while MCD has yielded a comparatively higher 11.21% annualized return.


^NYA

1D
-0.56%
1M
1.02%
YTD
6.63%
6M
5.92%
1Y
17.27%
3Y*
14.90%
5Y*
7.22%
10Y*
8.71%

MCD

1D
0.58%
1M
-3.11%
YTD
-10.01%
6M
-11.52%
1Y
-3.89%
3Y*
0.19%
5Y*
5.48%
10Y*
11.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^NYA vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^NYA
NYSE Composite
6.63%15.22%13.32%10.99%-11.53%18.17%4.40%22.32%-11.20%15.84%
MCD
McDonald's Corporation
-10.01%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%

Correlation

The correlation between ^NYA and MCD is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.32

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

0.41

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

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 2, 1970

0.49

Over the past year, the correlation between ^NYA and MCD has dropped to 0.25 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

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Return for Risk

^NYA vs. MCD — Risk / Return Rank

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

^NYA
^NYA Risk / Return Rank: 5050
Overall Rank
^NYA Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
^NYA Sortino Ratio Rank: 4949
Sortino Ratio Rank
^NYA Omega Ratio Rank: 5050
Omega Ratio Rank
^NYA Calmar Ratio Rank: 4646
Calmar Ratio Rank
^NYA Martin Ratio Rank: 5353
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 3131
Overall Rank
MCD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2727
Sortino Ratio Rank
MCD Omega Ratio Rank: 2727
Omega Ratio Rank
MCD Calmar Ratio Rank: 3636
Calmar Ratio Rank
MCD Martin Ratio Rank: 3333
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.

^NYA vs. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NYSE Composite (^NYA) and McDonald's Corporation (MCD). 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.


^NYAMCDDifference
Sharpe ratioReturn per unit of total volatility

+1.77

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.27

0.98

+0.30

Calmar ratioReturn relative to maximum drawdown

2.10

-0.20

+2.30

Martin ratioReturn relative to average drawdown

7.76

-0.49

+8.25

^NYA vs. MCD - Sharpe Ratio Comparison

The current ^NYA Sharpe Ratio is 1.53, which is higher than the MCD Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of ^NYA and MCD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

^NYA vs. MCD - Drawdown Comparison

The maximum ^NYA drawdown since its inception was -59.01%, smaller than the maximum MCD drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for ^NYA and MCD.


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Drawdown Indicators


^NYAMCDDifference

Max Drawdown

Largest peak-to-trough decline

-59.01%

-73.20%

+14.19%

Max Drawdown (1Y)

Largest decline over 1 year

-8.26%

-19.82%

+11.56%

Max Drawdown (3Y)

Largest decline over 3 years

-15.21%

-19.82%

+4.61%

Max Drawdown (5Y)

Largest decline over 5 years

-22.37%

-19.82%

-2.55%

Max Drawdown (10Y)

Largest decline over 10 years

-38.11%

-36.90%

-1.21%

Current Drawdown

Current decline from peak

-1.01%

-19.36%

+18.35%

Average Drawdown

Average peak-to-trough decline

-9.85%

-14.90%

+5.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

7.91%

-5.68%

Volatility

^NYA vs. MCD - Volatility Comparison

The current volatility for NYSE Composite (^NYA) is 3.43%, while McDonald's Corporation (MCD) has a volatility of 5.81%. This indicates that ^NYA experiences smaller price fluctuations and is considered to be less risky than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^NYAMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.43%

5.81%

-2.38%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

12.43%

-3.54%

Volatility (1Y)

Calculated over the trailing 1-year period

11.32%

16.88%

-5.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.88%

17.34%

-2.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.85%

20.44%

-3.59%

Frequently Asked Questions


^NYA and MCD have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MCD has higher volatility (5.81%) compared to ^NYA (3.43%). In terms of maximum drawdown, ^NYA dropped -59.01% vs MCD's -73.20%.

^NYA currently has the higher Sharpe Ratio (1.53 vs -0.23), 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 ^NYA and MCD

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

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