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

Correlation

The correlation between FSUGY and ^NDX is 0.31, 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

FSUGY vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fortescue Metals Group Ltd ADR (FSUGY) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
1.70%
9.60%
FSUGY
^NDX

Key characteristics

Sharpe Ratio

FSUGY:

-0.90

^NDX:

1.25

Sortino Ratio

FSUGY:

-1.21

^NDX:

1.72

Omega Ratio

FSUGY:

0.86

^NDX:

1.23

Calmar Ratio

FSUGY:

-0.76

^NDX:

1.71

Martin Ratio

FSUGY:

-1.25

^NDX:

5.85

Ulcer Index

FSUGY:

24.72%

^NDX:

3.97%

Daily Std Dev

FSUGY:

34.10%

^NDX:

18.58%

Max Drawdown

FSUGY:

-82.54%

^NDX:

-82.90%

Current Drawdown

FSUGY:

-34.41%

^NDX:

-2.53%

Returns By Period

In the year-to-date period, FSUGY achieves a 4.48% return, which is significantly higher than ^NDX's 2.86% return. Over the past 10 years, FSUGY has outperformed ^NDX with an annualized return of 32.95%, while ^NDX has yielded a comparatively lower 17.16% annualized return.


FSUGY

YTD

4.48%

1M

-2.36%

6M

2.30%

1Y

-26.95%

5Y*

24.15%

10Y*

32.95%

^NDX

YTD

2.86%

1M

-1.09%

6M

9.60%

1Y

20.05%

5Y*

18.05%

10Y*

17.16%

*Annualized

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Risk-Adjusted Performance

FSUGY vs. ^NDX — Risk-Adjusted Performance Rank

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

FSUGY
The Risk-Adjusted Performance Rank of FSUGY is 99
Overall Rank
The Sharpe Ratio Rank of FSUGY is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of FSUGY is 88
Sortino Ratio Rank
The Omega Ratio Rank of FSUGY is 1010
Omega Ratio Rank
The Calmar Ratio Rank of FSUGY is 66
Calmar Ratio Rank
The Martin Ratio Rank of FSUGY is 1313
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 6161
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6262
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.

FSUGY vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortescue Metals Group Ltd ADR (FSUGY) 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 FSUGY, currently valued at -0.84, compared to the broader market-2.000.002.00-0.841.25
The chart of Sortino ratio for FSUGY, currently valued at -1.09, compared to the broader market-4.00-2.000.002.004.006.00-1.091.72
The chart of Omega ratio for FSUGY, currently valued at 0.88, compared to the broader market0.501.001.502.000.881.23
The chart of Calmar ratio for FSUGY, currently valued at -0.71, compared to the broader market0.002.004.006.00-0.711.71
The chart of Martin ratio for FSUGY, currently valued at -1.15, compared to the broader market-10.000.0010.0020.0030.00-1.155.85
FSUGY
^NDX

The current FSUGY Sharpe Ratio is -0.90, which is lower than the ^NDX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of FSUGY 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.84
1.25
FSUGY
^NDX

Drawdowns

FSUGY vs. ^NDX - Drawdown Comparison

The maximum FSUGY drawdown since its inception was -82.54%, roughly equal to the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for FSUGY and ^NDX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-34.41%
-2.53%
FSUGY
^NDX

Volatility

FSUGY vs. ^NDX - Volatility Comparison

Fortescue Metals Group Ltd ADR (FSUGY) has a higher volatility of 8.87% compared to NASDAQ 100 (^NDX) at 5.13%. This indicates that FSUGY'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.


4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
8.87%
5.13%
FSUGY
^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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