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DAX vs. ^FCHI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between DAX and ^FCHI is 0.75, 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.


-0.50.00.51.00.7

Performance

DAX vs. ^FCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X DAX Germany ETF (DAX) and CAC 40 (^FCHI). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
68.11%
44.28%
DAX
^FCHI

Key characteristics

Sharpe Ratio

DAX:

0.90

^FCHI:

-0.27

Sortino Ratio

DAX:

1.31

^FCHI:

-0.28

Omega Ratio

DAX:

1.16

^FCHI:

0.97

Calmar Ratio

DAX:

1.61

^FCHI:

-0.26

Martin Ratio

DAX:

4.12

^FCHI:

-0.48

Ulcer Index

DAX:

3.22%

^FCHI:

7.13%

Daily Std Dev

DAX:

14.70%

^FCHI:

12.78%

Max Drawdown

DAX:

-45.58%

^FCHI:

-65.29%

Current Drawdown

DAX:

-4.10%

^FCHI:

-11.72%

Returns By Period

In the year-to-date period, DAX achieves a 11.44% return, which is significantly higher than ^FCHI's -3.56% return. Over the past 10 years, DAX has underperformed ^FCHI with an annualized return of 4.84%, while ^FCHI has yielded a comparatively higher 5.28% annualized return.


DAX

YTD

11.44%

1M

3.00%

6M

6.37%

1Y

12.03%

5Y*

6.44%

10Y*

4.84%

^FCHI

YTD

-3.56%

1M

1.06%

6M

-4.64%

1Y

-3.92%

5Y*

3.79%

10Y*

5.28%

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Risk-Adjusted Performance

DAX vs. ^FCHI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X DAX Germany ETF (DAX) and CAC 40 (^FCHI). 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 DAX, currently valued at 0.86, compared to the broader market0.002.004.000.86-0.53
The chart of Sortino ratio for DAX, currently valued at 1.26, compared to the broader market-2.000.002.004.006.008.0010.001.26-0.64
The chart of Omega ratio for DAX, currently valued at 1.16, compared to the broader market0.501.001.502.002.503.001.160.93
The chart of Calmar ratio for DAX, currently valued at 1.52, compared to the broader market0.005.0010.0015.001.52-0.50
The chart of Martin ratio for DAX, currently valued at 3.94, compared to the broader market0.0020.0040.0060.0080.00100.003.94-1.04
DAX
^FCHI

The current DAX Sharpe Ratio is 0.90, which is higher than the ^FCHI Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of DAX and ^FCHI, 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.86
-0.53
DAX
^FCHI

Drawdowns

DAX vs. ^FCHI - Drawdown Comparison

The maximum DAX drawdown since its inception was -45.58%, smaller than the maximum ^FCHI drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for DAX and ^FCHI. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.10%
-15.39%
DAX
^FCHI

Volatility

DAX vs. ^FCHI - Volatility Comparison

Global X DAX Germany ETF (DAX) has a higher volatility of 4.38% compared to CAC 40 (^FCHI) at 3.48%. This indicates that DAX's price experiences larger fluctuations and is considered to be riskier than ^FCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.38%
3.48%
DAX
^FCHI
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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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