PortfoliosLab logoPortfoliosLab logo
IUSK.DE vs. ^NDX
Performance
Return for Risk
Drawdowns
Volatility

Performance

IUSK.DE vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) and NASDAQ 100 Index (^NDX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

IUSK.DE is traded in EUR, while ^NDX is traded in USD. To make them comparable, the ^NDX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IUSK.DE achieves a 6.53% return, which is significantly lower than ^NDX's 21.80% return. Over the past 10 years, IUSK.DE has underperformed ^NDX with an annualized return of 7.86%, while ^NDX has yielded a comparatively higher 20.72% annualized return.


IUSK.DE

1D
0.74%
1M
3.57%
YTD
6.53%
6M
8.39%
1Y
5.38%
3Y*
7.02%
5Y*
5.35%
10Y*
7.86%

^NDX

1D
-0.67%
1M
9.26%
YTD
21.80%
6M
19.18%
1Y
37.64%
3Y*
24.43%
5Y*
18.26%
10Y*
20.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSK.DE vs. ^NDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IUSK.DE
iShares MSCI Europe SRI UCITS ETF (Acc)
6.53%3.95%5.36%16.45%-15.18%26.73%4.02%30.88%-7.69%11.41%
^NDX
NASDAQ 100 Index
21.80%5.91%33.12%49.19%-28.81%36.10%35.42%41.08%3.61%15.35%

Correlation

The correlation between IUSK.DE and ^NDX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Jul 20, 2011

0.43

Compare stocks, funds, or ETFs

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


Return for Risk

IUSK.DE vs. ^NDX — Risk / Return Rank

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

IUSK.DE
IUSK.DE Risk / Return Rank: 1515
Overall Rank
IUSK.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
IUSK.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
IUSK.DE Omega Ratio Rank: 1515
Omega Ratio Rank
IUSK.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
IUSK.DE Martin Ratio Rank: 1616
Martin Ratio Rank

^NDX
^NDX Risk / Return Rank: 8383
Overall Rank
^NDX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
^NDX Sortino Ratio Rank: 8484
Sortino Ratio Rank
^NDX Omega Ratio Rank: 8282
Omega Ratio Rank
^NDX Calmar Ratio Rank: 8383
Calmar Ratio Rank
^NDX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSK.DE vs. ^NDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) and NASDAQ 100 Index (^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.


IUSK.DE^NDXDifference
Sharpe ratioReturn per unit of total volatility

-1.92

Sortino ratioReturn per unit of downside risk

-2.31

Omega ratioGain probability vs. loss probability

1.08

1.40

-0.32

Calmar ratioReturn relative to maximum drawdown

0.53

3.38

-2.85

Martin ratioReturn relative to average drawdown

1.40

10.55

-9.15

IUSK.DE vs. ^NDX - Sharpe Ratio Comparison

The current IUSK.DE Sharpe Ratio is 0.40, which is lower than the ^NDX Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of IUSK.DE and ^NDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IUSK.DE^NDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.40

2.32

-1.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.82

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.91

-0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.73

-0.24

Drawdowns

IUSK.DE vs. ^NDX - Drawdown Comparison

The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum ^NDX drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and ^NDX.


Loading charts...

Drawdown Indicators


IUSK.DE^NDXDifference

Max Drawdown

Largest peak-to-trough decline

-33.56%

-46.44%

+12.88%

Max Drawdown (1Y)

Largest decline over 1 year

-10.12%

-11.19%

+1.07%

Max Drawdown (3Y)

Largest decline over 3 years

-15.94%

-27.30%

+11.36%

Max Drawdown (5Y)

Largest decline over 5 years

-23.50%

-31.53%

+8.03%

Max Drawdown (10Y)

Largest decline over 10 years

-33.56%

-31.53%

-2.03%

Current Drawdown

Current decline from peak

-0.86%

-0.69%

-0.17%

Average Drawdown

Average peak-to-trough decline

-5.91%

-8.00%

+2.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

3.58%

+0.25%

Volatility

IUSK.DE vs. ^NDX - Volatility Comparison

iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) has a higher volatility of 4.24% compared to NASDAQ 100 Index (^NDX) at 3.80%. This indicates that IUSK.DE'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.


Loading charts...

Volatility by Period


IUSK.DE^NDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.24%

3.80%

+0.44%

Volatility (6M)

Calculated over the trailing 6-month period

11.01%

11.58%

-0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

13.58%

16.31%

-2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

22.24%

-7.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.50%

22.83%

-7.33%

Frequently Asked Questions


IUSK.DE and ^NDX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for IUSK.DE and ^NDX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer