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

Correlation

The correlation between HESAY and ^NDX is 0.29, 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

HESAY vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hermes International SA (HESAY) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

800.00%900.00%1,000.00%1,100.00%1,200.00%1,300.00%OctoberNovemberDecember2025FebruaryMarch
1,174.15%
904.23%
HESAY
^NDX

Key characteristics

Sharpe Ratio

HESAY:

0.43

^NDX:

0.53

Sortino Ratio

HESAY:

0.83

^NDX:

0.81

Omega Ratio

HESAY:

1.10

^NDX:

1.11

Calmar Ratio

HESAY:

0.62

^NDX:

0.74

Martin Ratio

HESAY:

1.20

^NDX:

2.41

Ulcer Index

HESAY:

10.10%

^NDX:

4.16%

Daily Std Dev

HESAY:

27.87%

^NDX:

18.94%

Max Drawdown

HESAY:

-45.94%

^NDX:

-82.90%

Current Drawdown

HESAY:

-7.47%

^NDX:

-9.57%

Returns By Period

In the year-to-date period, HESAY achieves a 16.03% return, which is significantly higher than ^NDX's -4.57% return. Over the past 10 years, HESAY has outperformed ^NDX with an annualized return of 26.00%, while ^NDX has yielded a comparatively lower 16.39% annualized return.


HESAY

YTD

16.03%

1M

-1.60%

6M

28.59%

1Y

13.03%

5Y*

32.21%

10Y*

26.00%

^NDX

YTD

-4.57%

1M

-7.02%

6M

5.93%

1Y

11.29%

5Y*

18.71%

10Y*

16.39%

*Annualized

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Risk-Adjusted Performance

HESAY vs. ^NDX — Risk-Adjusted Performance Rank

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

HESAY
The Risk-Adjusted Performance Rank of HESAY is 6363
Overall Rank
The Sharpe Ratio Rank of HESAY is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of HESAY is 5858
Sortino Ratio Rank
The Omega Ratio Rank of HESAY is 5757
Omega Ratio Rank
The Calmar Ratio Rank of HESAY is 7474
Calmar Ratio Rank
The Martin Ratio Rank of HESAY is 6363
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 4444
Overall Rank
The Sharpe Ratio Rank of ^NDX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 4949
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.

HESAY vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hermes International SA (HESAY) 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 HESAY, currently valued at 0.48, compared to the broader market-3.00-2.00-1.000.001.002.003.000.480.68
The chart of Sortino ratio for HESAY, currently valued at 0.89, compared to the broader market-4.00-2.000.002.004.000.891.00
The chart of Omega ratio for HESAY, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.13
The chart of Calmar ratio for HESAY, currently valued at 0.68, compared to the broader market0.001.002.003.004.005.000.680.95
The chart of Martin ratio for HESAY, currently valued at 1.32, compared to the broader market0.005.0010.0015.0020.0025.001.323.06
HESAY
^NDX

The current HESAY Sharpe Ratio is 0.43, which is comparable to the ^NDX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of HESAY 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 Ratio0.000.501.001.502.002.50OctoberNovemberDecember2025FebruaryMarch
0.48
0.68
HESAY
^NDX

Drawdowns

HESAY vs. ^NDX - Drawdown Comparison

The maximum HESAY drawdown since its inception was -45.94%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for HESAY and ^NDX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-7.75%
-8.90%
HESAY
^NDX

Volatility

HESAY vs. ^NDX - Volatility Comparison

Hermes International SA (HESAY) has a higher volatility of 8.34% compared to NASDAQ 100 (^NDX) at 6.23%. This indicates that HESAY'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%16.00%OctoberNovemberDecember2025FebruaryMarch
8.34%
6.23%
HESAY
^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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