PortfoliosLab logo
CASY vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CASY and QQQ is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

CASY vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Casey's General Stores, Inc. (CASY) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%December2025FebruaryMarchAprilMay
3,784.61%
1,011.39%
CASY
QQQ

Key characteristics

Sharpe Ratio

CASY:

1.30

QQQ:

0.48

Sortino Ratio

CASY:

2.25

QQQ:

0.83

Omega Ratio

CASY:

1.27

QQQ:

1.12

Calmar Ratio

CASY:

2.90

QQQ:

0.53

Martin Ratio

CASY:

9.16

QQQ:

1.76

Ulcer Index

CASY:

4.56%

QQQ:

6.79%

Daily Std Dev

CASY:

32.10%

QQQ:

25.19%

Max Drawdown

CASY:

-74.33%

QQQ:

-82.98%

Current Drawdown

CASY:

-1.80%

QQQ:

-10.59%

Returns By Period

In the year-to-date period, CASY achieves a 15.23% return, which is significantly higher than QQQ's -5.64% return. Over the past 10 years, CASY has outperformed QQQ with an annualized return of 19.48%, while QQQ has yielded a comparatively lower 16.95% annualized return.


CASY

YTD

15.23%

1M

3.50%

6M

16.02%

1Y

43.65%

5Y*

25.82%

10Y*

19.48%

QQQ

YTD

-5.64%

1M

1.90%

6M

-0.14%

1Y

14.97%

5Y*

18.56%

10Y*

16.95%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

CASY vs. QQQ — Risk-Adjusted Performance Rank

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

CASY
The Risk-Adjusted Performance Rank of CASY is 9191
Overall Rank
The Sharpe Ratio Rank of CASY is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of CASY is 8989
Sortino Ratio Rank
The Omega Ratio Rank of CASY is 8585
Omega Ratio Rank
The Calmar Ratio Rank of CASY is 9696
Calmar Ratio Rank
The Martin Ratio Rank of CASY is 9494
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 5656
Overall Rank
The Sharpe Ratio Rank of QQQ is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 5656
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 5656
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6161
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5555
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.

CASY vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and Invesco QQQ (QQQ). 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 chart of Sharpe ratio for CASY, currently valued at 1.30, compared to the broader market-2.00-1.000.001.002.003.00
CASY: 1.30
QQQ: 0.48
The chart of Sortino ratio for CASY, currently valued at 2.25, compared to the broader market-6.00-4.00-2.000.002.004.00
CASY: 2.25
QQQ: 0.83
The chart of Omega ratio for CASY, currently valued at 1.27, compared to the broader market0.501.001.502.00
CASY: 1.27
QQQ: 1.12
The chart of Calmar ratio for CASY, currently valued at 2.90, compared to the broader market0.001.002.003.004.005.00
CASY: 2.90
QQQ: 0.53
The chart of Martin ratio for CASY, currently valued at 9.16, compared to the broader market-10.000.0010.0020.00
CASY: 9.16
QQQ: 1.76

The current CASY Sharpe Ratio is 1.30, which is higher than the QQQ Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of CASY and QQQ, 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 Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
1.30
0.48
CASY
QQQ

Dividends

CASY vs. QQQ - Dividend Comparison

CASY's dividend yield for the trailing twelve months is around 0.44%, less than QQQ's 0.62% yield.


TTM20242023202220212020201920182017201620152014
CASY
Casey's General Stores, Inc.
0.44%0.47%0.59%0.65%0.69%0.72%0.77%0.86%1.13%0.77%0.70%0.84%
QQQ
Invesco QQQ
0.62%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

Drawdowns

CASY vs. QQQ - Drawdown Comparison

The maximum CASY drawdown since its inception was -74.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CASY and QQQ. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-1.80%
-10.59%
CASY
QQQ

Volatility

CASY vs. QQQ - Volatility Comparison

The current volatility for Casey's General Stores, Inc. (CASY) is 11.75%, while Invesco QQQ (QQQ) has a volatility of 16.67%. This indicates that CASY experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
11.75%
16.67%
CASY
QQQ