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

Correlation

The correlation between ASPN and ^NDX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

ASPN vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aspen Aerogels, Inc. (ASPN) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%500.00%JulyAugustSeptemberOctoberNovemberDecember
12.09%
463.87%
ASPN
^NDX

Key characteristics

Sharpe Ratio

ASPN:

-0.12

^NDX:

1.58

Sortino Ratio

ASPN:

0.55

^NDX:

2.12

Omega Ratio

ASPN:

1.06

^NDX:

1.29

Calmar Ratio

ASPN:

-0.14

^NDX:

2.11

Martin Ratio

ASPN:

-0.41

^NDX:

7.52

Ulcer Index

ASPN:

27.43%

^NDX:

3.80%

Daily Std Dev

ASPN:

93.52%

^NDX:

18.07%

Max Drawdown

ASPN:

-91.34%

^NDX:

-82.90%

Current Drawdown

ASPN:

-81.07%

^NDX:

-3.65%

Returns By Period

In the year-to-date period, ASPN achieves a -23.64% return, which is significantly lower than ^NDX's 26.53% return. Over the past 10 years, ASPN has underperformed ^NDX with an annualized return of 4.10%, while ^NDX has yielded a comparatively higher 17.44% annualized return.


ASPN

YTD

-23.64%

1M

-13.81%

6M

-52.33%

1Y

-18.53%

5Y*

7.73%

10Y*

4.10%

^NDX

YTD

26.53%

1M

3.01%

6M

8.06%

1Y

27.04%

5Y*

19.69%

10Y*

17.44%

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Risk-Adjusted Performance

ASPN vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aspen Aerogels, Inc. (ASPN) 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.


Sharpe ratio
The chart of Sharpe ratio for ASPN, currently valued at -0.12, compared to the broader market-4.00-2.000.002.00-0.121.58
The chart of Sortino ratio for ASPN, currently valued at 0.55, compared to the broader market-4.00-2.000.002.004.000.552.12
The chart of Omega ratio for ASPN, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.29
The chart of Calmar ratio for ASPN, currently valued at -0.14, compared to the broader market0.002.004.006.00-0.142.11
The chart of Martin ratio for ASPN, currently valued at -0.41, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.417.52
ASPN
^NDX

The current ASPN Sharpe Ratio is -0.12, which is lower than the ^NDX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of ASPN 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
-0.12
1.58
ASPN
^NDX

Drawdowns

ASPN vs. ^NDX - Drawdown Comparison

The maximum ASPN drawdown since its inception was -91.34%, which is greater than ^NDX's maximum drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ASPN and ^NDX. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-81.07%
-3.65%
ASPN
^NDX

Volatility

ASPN vs. ^NDX - Volatility Comparison

Aspen Aerogels, Inc. (ASPN) has a higher volatility of 18.10% compared to NASDAQ 100 (^NDX) at 5.35%. This indicates that ASPN's price experiences larger fluctuations and is considered to be riskier than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
18.10%
5.35%
ASPN
^NDX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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