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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 8.60% return, which is significantly higher than MCD's -9.70% return. Over the past 10 years, ^NYA has underperformed MCD with an annualized return of 8.29%, while MCD has yielded a comparatively higher 10.87% annualized return.


^NYA

1D
-0.12%
1M
1.27%
6M
5.29%
YTD
8.60%
1Y
16.30%
3Y*
14.21%
5Y*
7.63%
10Y*
8.29%

MCD

1D
-0.72%
1M
-4.28%
6M
-10.03%
YTD
-9.70%
1Y
-6.90%
3Y*
-0.27%
5Y*
5.22%
10Y*
10.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^NYA vs. MCD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^NYA
NYSE Composite
8.60%15.22%13.32%10.99%-11.53%18.17%4.40%22.32%-11.20%15.84%
MCD
McDonald's Corporation
-9.70%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 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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 0.23 - 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: 5656
Overall Rank
^NYA Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
^NYA Sortino Ratio Rank: 5959
Sortino Ratio Rank
^NYA Omega Ratio Rank: 5858
Omega Ratio Rank
^NYA Calmar Ratio Rank: 5050
Calmar Ratio Rank
^NYA Martin Ratio Rank: 6060
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 2828
Overall Rank
MCD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2424
Sortino Ratio Rank
MCD Omega Ratio Rank: 2424
Omega Ratio Rank
MCD Calmar Ratio Rank: 3434
Calmar Ratio Rank
MCD Martin Ratio Rank: 3030
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

+1.85

Sortino ratioReturn per unit of downside risk

+2.55

Omega ratioGain probability vs. loss probability

1.26

0.95

+0.31

Calmar ratioReturn relative to maximum drawdown

1.98

-0.32

+2.30

Martin ratioReturn relative to average drawdown

7.34

-0.77

+8.10

^NYA vs. MCD - Sharpe Ratio Comparison

The current ^NYA Sharpe Ratio is 1.46, which is higher than the MCD Sharpe Ratio of -0.40. 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%

-21.47%

+13.21%

Max Drawdown (3Y)

Largest decline over 3 years

-15.21%

-21.47%

+6.26%

Max Drawdown (5Y)

Largest decline over 5 years

-22.37%

-21.47%

-0.90%

Max Drawdown (10Y)

Largest decline over 10 years

-38.11%

-36.90%

-1.21%

Current Drawdown

Current decline from peak

-0.74%

-19.08%

+18.34%

Average Drawdown

Average peak-to-trough decline

-9.84%

-14.90%

+5.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

8.99%

-6.76%

Volatility

^NYA vs. MCD - Volatility Comparison

The current volatility for NYSE Composite (^NYA) is 2.65%, while McDonald's Corporation (MCD) has a volatility of 7.67%. 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

2.65%

7.67%

-5.02%

Volatility (6M)

Calculated over the trailing 6-month period

8.76%

13.54%

-4.78%

Volatility (1Y)

Calculated over the trailing 1-year period

11.26%

17.57%

-6.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

17.55%

-2.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

20.51%

-3.70%

Frequently Asked Questions


^NYA and MCD have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MCD has higher volatility (7.67%) compared to ^NYA (2.65%). In terms of maximum drawdown, ^NYA dropped -59.01% vs MCD's -73.20%.

^NYA currently has the higher Sharpe Ratio (1.46 vs -0.40), 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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