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

Correlation

The correlation between FSUGY and ^NDX is 0.38, 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.


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.

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Key characteristics

Sharpe Ratio

FSUGY:

-0.99

^NDX:

0.59

Sortino Ratio

FSUGY:

-1.55

^NDX:

0.89

Omega Ratio

FSUGY:

0.82

^NDX:

1.12

Calmar Ratio

FSUGY:

-0.75

^NDX:

0.57

Martin Ratio

FSUGY:

-1.46

^NDX:

1.85

Ulcer Index

FSUGY:

27.25%

^NDX:

7.08%

Daily Std Dev

FSUGY:

37.37%

^NDX:

25.69%

Max Drawdown

FSUGY:

-82.54%

^NDX:

-82.90%

Current Drawdown

FSUGY:

-44.66%

^NDX:

-3.76%

Returns By Period

In the year-to-date period, FSUGY achieves a -11.85% return, which is significantly lower than ^NDX's 1.56% return. Over the past 10 years, FSUGY has outperformed ^NDX with an annualized return of 29.65%, while ^NDX has yielded a comparatively lower 16.82% annualized return.


FSUGY

YTD

-11.85%

1M

-3.78%

6M

-19.49%

1Y

-36.61%

3Y*

-3.98%

5Y*

13.07%

10Y*

29.65%

^NDX

YTD

1.56%

1M

7.86%

6M

1.96%

1Y

15.13%

3Y*

19.07%

5Y*

17.43%

10Y*

16.82%

*Annualized

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Fortescue Metals Group Ltd ADR

NASDAQ 100

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 66
Overall Rank
The Sharpe Ratio Rank of FSUGY is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of FSUGY is 55
Sortino Ratio Rank
The Omega Ratio Rank of FSUGY is 77
Omega Ratio Rank
The Calmar Ratio Rank of FSUGY is 66
Calmar Ratio Rank
The Martin Ratio Rank of FSUGY is 77
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 5656
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 5656
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.


The current FSUGY Sharpe Ratio is -0.99, which is lower than the ^NDX Sharpe Ratio of 0.59. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FSUGY vs. ^NDX - Volatility Comparison

Fortescue Metals Group Ltd ADR (FSUGY) has a higher volatility of 7.49% compared to NASDAQ 100 (^NDX) at 5.59%. 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.


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