PortfoliosLab logoPortfoliosLab logo
CACX.L vs. ^N225
Performance
Return for Risk
Drawdowns
Volatility

Performance

CACX.L vs. ^N225 - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Nikkei 225 (^N225). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

CACX.L is traded in GBp, while ^N225 is traded in JPY. To make them comparable, the ^N225 values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, CACX.L achieves a 2.38% return, which is significantly lower than ^N225's 30.32% return. Both investments have delivered pretty close results over the past 10 years, with CACX.L having a 11.41% annualized return and ^N225 not far behind at 11.08%.


CACX.L

1D
0.06%
1M
2.38%
YTD
2.38%
6M
2.87%
1Y
11.26%
3Y*
7.92%
5Y*
7.66%
10Y*
11.41%

^N225

1D
0.00%
1M
6.03%
YTD
30.32%
6M
27.86%
1Y
61.64%
3Y*
19.14%
5Y*
10.75%
10Y*
11.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CACX.L vs. ^N225 - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CACX.L
Lyxor CAC 40 (DR) UCITS ETF - Dist
2.38%19.60%-4.39%16.83%-0.56%22.14%0.79%26.03%-5.19%19.33%
^N225
Nikkei 225
30.32%17.94%8.72%13.25%-11.23%-5.05%17.82%15.96%-4.44%13.06%

Correlation

The correlation between CACX.L and ^N225 is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.09

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

0.12

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

0.11

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

0.18

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2008

0.15

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CACX.L vs. ^N225 — Risk / Return Rank

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

CACX.L
CACX.L Risk / Return Rank: 2424
Overall Rank
CACX.L Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
CACX.L Sortino Ratio Rank: 2323
Sortino Ratio Rank
CACX.L Omega Ratio Rank: 2424
Omega Ratio Rank
CACX.L Calmar Ratio Rank: 2323
Calmar Ratio Rank
CACX.L Martin Ratio Rank: 2424
Martin Ratio Rank

^N225
^N225 Risk / Return Rank: 9494
Overall Rank
^N225 Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
^N225 Sortino Ratio Rank: 9595
Sortino Ratio Rank
^N225 Omega Ratio Rank: 9393
Omega Ratio Rank
^N225 Calmar Ratio Rank: 9595
Calmar Ratio Rank
^N225 Martin Ratio Rank: 9595
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.

CACX.L vs. ^N225 - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Nikkei 225 (^N225). 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.


CACX.L^N225Difference
Sharpe ratioReturn per unit of total volatility

-1.88

Sortino ratioReturn per unit of downside risk

-2.47

Omega ratioGain probability vs. loss probability

1.15

1.45

-0.30

Calmar ratioReturn relative to maximum drawdown

0.95

4.71

-3.76

Martin ratioReturn relative to average drawdown

2.88

13.90

-11.02

CACX.L vs. ^N225 - Sharpe Ratio Comparison

The current CACX.L Sharpe Ratio is 0.77, which is lower than the ^N225 Sharpe Ratio of 2.65. The chart below compares the historical Sharpe Ratios of CACX.L and ^N225, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CACX.L^N225Difference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

2.65

-1.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.49

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.54

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.35

-0.19

Drawdowns

CACX.L vs. ^N225 - Drawdown Comparison

The maximum CACX.L drawdown since its inception was -54.68%, which is greater than ^N225's maximum drawdown of -35.55%. Use the drawdown chart below to compare losses from any high point for CACX.L and ^N225.


Loading charts...

Drawdown Indicators


CACX.L^N225Difference

Max Drawdown

Largest peak-to-trough decline

-54.68%

-35.55%

-19.13%

Max Drawdown (1Y)

Largest decline over 1 year

-11.81%

-13.44%

+1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-14.77%

-22.75%

+7.98%

Max Drawdown (5Y)

Largest decline over 5 years

-19.36%

-23.10%

+3.74%

Max Drawdown (10Y)

Largest decline over 10 years

-32.83%

-24.67%

-8.16%

Current Drawdown

Current decline from peak

-3.75%

-2.26%

-1.49%

Average Drawdown

Average peak-to-trough decline

-19.48%

-8.69%

-10.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.90%

4.48%

-0.58%

Volatility

CACX.L vs. ^N225 - Volatility Comparison

The current volatility for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) is 3.34%, while Nikkei 225 (^N225) has a volatility of 7.04%. This indicates that CACX.L experiences smaller price fluctuations and is considered to be less risky than ^N225 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CACX.L^N225Difference

Volatility (1M)

Calculated over the trailing 1-month period

3.34%

7.04%

-3.70%

Volatility (6M)

Calculated over the trailing 6-month period

11.18%

19.40%

-8.22%

Volatility (1Y)

Calculated over the trailing 1-year period

14.52%

23.90%

-9.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.71%

22.81%

-6.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.67%

21.19%

-3.52%

Frequently Asked Questions


CACX.L and ^N225 have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for CACX.L and ^N225

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

Open Portfolio Optimizer