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^OEX vs. ^NDX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^OEX and ^NDX is 0.84, 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.


Performance

^OEX vs. ^NDX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

^OEX:

0.58

^NDX:

0.50

Sortino Ratio

^OEX:

0.98

^NDX:

0.92

Omega Ratio

^OEX:

1.14

^NDX:

1.13

Calmar Ratio

^OEX:

0.64

^NDX:

0.60

Martin Ratio

^OEX:

2.32

^NDX:

1.94

Ulcer Index

^OEX:

5.46%

^NDX:

7.06%

Daily Std Dev

^OEX:

21.11%

^NDX:

25.59%

Max Drawdown

^OEX:

-61.31%

^NDX:

-82.90%

Current Drawdown

^OEX:

-5.36%

^NDX:

-4.94%

Returns By Period

In the year-to-date period, ^OEX achieves a -1.66% return, which is significantly lower than ^NDX's 0.32% return. Over the past 10 years, ^OEX has underperformed ^NDX with an annualized return of 11.77%, while ^NDX has yielded a comparatively higher 16.63% annualized return.


^OEX

YTD

-1.66%

1M

14.44%

6M

-0.62%

1Y

12.09%

3Y*

17.23%

5Y*

15.90%

10Y*

11.77%

^NDX

YTD

0.32%

1M

18.37%

6M

2.00%

1Y

12.65%

3Y*

21.22%

5Y*

17.50%

10Y*

16.63%

*Annualized

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S&P 100 Index

NASDAQ 100

Risk-Adjusted Performance

^OEX vs. ^NDX — Risk-Adjusted Performance Rank

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

^OEX
The Risk-Adjusted Performance Rank of ^OEX is 6666
Overall Rank
The Sharpe Ratio Rank of ^OEX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of ^OEX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ^OEX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ^OEX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of ^OEX is 7171
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 5757
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6060
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.

^OEX vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 100 Index (^OEX) and NASDAQ 100 (^NDX). 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 current ^OEX Sharpe Ratio is 0.58, which is comparable to the ^NDX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of ^OEX and ^NDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Drawdowns

^OEX vs. ^NDX - Drawdown Comparison

The maximum ^OEX drawdown since its inception was -61.31%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ^OEX and ^NDX. For additional features, visit the drawdowns tool.


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Volatility

^OEX vs. ^NDX - Volatility Comparison

The current volatility for S&P 100 Index (^OEX) is 5.06%, while NASDAQ 100 (^NDX) has a volatility of 5.72%. This indicates that ^OEX experiences smaller price fluctuations and is considered to be less risky than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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