NASDX vs. SHIB-USD
NASDX (Shelton Capital Management Nasdaq-100 Index Fund Direct Shares) is Large Cap Growth Equities fund tracking the NASDAQ-100 Index, while SHIB-USD (Shiba Inu) is a cryptocurrency. Over the past 5 years, NASDX returned 17.08%/yr vs -9.67%/yr for SHIB-USD. At a 0.22 correlation, their price movements are largely independent.
Performance
NASDX vs. SHIB-USD - Performance Comparison
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Returns By Period
In the year-to-date period, NASDX achieves a 16.12% return, which is significantly higher than SHIB-USD's -38.90% return.
NASDX
- 1D
- -1.88%
- 1M
- -1.07%
- 6M
- 13.91%
- YTD
- 16.12%
- 1Y
- 28.77%
- 3Y*
- 27.75%
- 5Y*
- 17.08%
- 10Y*
- 21.82%
SHIB-USD
- 1D
- 1.45%
- 1M
- -16.63%
- 6M
- -53.17%
- YTD
- -38.90%
- 1Y
- -68.23%
- 3Y*
- -19.60%
- 5Y*
- -9.67%
- 10Y*
- —
NASDX vs. SHIB-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 16.12% | 21.00% | 36.91% | 54.69% | -32.57% | 16.56% |
SHIB-USD Shiba Inu | -38.90% | -67.39% | 104.35% | 28.13% | -75.84% | 3,240.00% |
Correlation
The correlation between NASDX and SHIB-USD is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2021 | 0.22 |
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Return for Risk
NASDX vs. SHIB-USD — Risk / Return Rank
NASDX
SHIB-USD
NASDX vs. SHIB-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Shiba Inu (SHIB-USD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NASDX | SHIB-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.63 | ||
| Sortino ratioReturn per unit of downside risk | +4.06 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.82 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | -0.93 | +3.39 |
| Martin ratioReturn relative to average drawdown | 8.93 | -1.36 | +10.29 |
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Drawdowns
NASDX vs. SHIB-USD - Drawdown Comparison
The maximum NASDX drawdown since its inception was -83.16%, smaller than the maximum SHIB-USD drawdown of -94.88%. Use the drawdown chart below to compare losses from any high point for NASDX and SHIB-USD.
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Drawdown Indicators
| NASDX | SHIB-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.16% | -94.88% | +11.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -73.26% | +61.36% |
Max Drawdown (3Y)Largest decline over 3 years | -22.71% | -88.47% | +65.76% |
Max Drawdown (5Y)Largest decline over 5 years | -35.33% | -94.88% | +59.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | — | — |
Current DrawdownCurrent decline from peak | -4.34% | -94.81% | +90.47% |
Average DrawdownAverage peak-to-trough decline | -34.24% | -80.37% | +46.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 38.23% | -34.96% |
Volatility
NASDX vs. SHIB-USD - Volatility Comparison
The current volatility for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) is 8.35%, while Shiba Inu (SHIB-USD) has a volatility of 9.73%. This indicates that NASDX experiences smaller price fluctuations and is considered to be less risky than SHIB-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NASDX | SHIB-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 9.73% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 41.25% | -26.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.56% | 54.31% | -35.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 93.38% | -69.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 207.14% | -184.33% |
Frequently Asked Questions
NASDX and SHIB-USD have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SHIB-USD has higher volatility (9.73%) compared to NASDX (8.35%). In terms of maximum drawdown, NASDX dropped -83.16% vs SHIB-USD's -94.88%.
NASDX currently has the higher Sharpe Ratio (1.58 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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