NA9.DE vs. EQQQ.DE
Compare and contrast key facts about Nagarro SE (NA9.DE) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE).
EQQQ.DE is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NA9.DE or EQQQ.DE.
Key characteristics
| NA9.DE | EQQQ.DE | |
|---|---|---|
| YTD Return | 2.17% | 20.68% |
| 1Y Return | 16.64% | 31.20% |
| 3Y Return (Ann) | -19.74% | 9.33% |
| Sharpe Ratio | 0.34 | 1.83 |
| Sortino Ratio | 0.93 | 2.44 |
| Omega Ratio | 1.12 | 1.34 |
| Calmar Ratio | 0.23 | 2.19 |
| Martin Ratio | 1.13 | 7.26 |
| Ulcer Index | 13.96% | 4.05% |
| Daily Std Dev | 46.16% | 16.04% |
| Max Drawdown | -69.48% | -47.04% |
| Current Drawdown | -57.66% | -2.95% |
Correlation
The correlation between NA9.DE and EQQQ.DE is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NA9.DE vs. EQQQ.DE - Performance Comparison
In the year-to-date period, NA9.DE achieves a 2.17% return, which is significantly lower than EQQQ.DE's 20.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NA9.DE vs. EQQQ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nagarro SE (NA9.DE) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE). 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.
Dividends
NA9.DE vs. EQQQ.DE - Dividend Comparison
NA9.DE has not paid dividends to shareholders, while EQQQ.DE's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NA9.DE Nagarro SE | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.41% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% | 0.97% | 0.94% |
Drawdowns
NA9.DE vs. EQQQ.DE - Drawdown Comparison
The maximum NA9.DE drawdown since its inception was -69.48%, which is greater than EQQQ.DE's maximum drawdown of -47.04%. Use the drawdown chart below to compare losses from any high point for NA9.DE and EQQQ.DE. For additional features, visit the drawdowns tool.
Volatility
NA9.DE vs. EQQQ.DE - Volatility Comparison
Nagarro SE (NA9.DE) has a higher volatility of 24.42% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) at 3.63%. This indicates that NA9.DE's price experiences larger fluctuations and is considered to be riskier than EQQQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.