PortfoliosLab logoPortfoliosLab logo
NDAQ vs. TFLO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NDAQ vs. TFLO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nasdaq, Inc. (NDAQ) and iShares Treasury Floating Rate Bond ETF (TFLO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, NDAQ achieves a -19.51% return, which is significantly lower than TFLO's 1.83% return. Over the past 10 years, NDAQ has outperformed TFLO with an annualized return of 16.09%, while TFLO has yielded a comparatively lower 2.38% annualized return.


NDAQ

1D
-4.85%
1M
-14.25%
YTD
-19.51%
6M
-20.75%
1Y
-10.70%
3Y*
17.72%
5Y*
6.97%
10Y*
16.09%

TFLO

1D
0.04%
1M
0.33%
YTD
1.83%
6M
1.91%
1Y
3.97%
3Y*
4.72%
5Y*
3.69%
10Y*
2.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NDAQ vs. TFLO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NDAQ
Nasdaq, Inc.
-19.51%27.19%34.85%-3.66%-11.19%60.13%25.99%33.88%8.21%16.76%
TFLO
iShares Treasury Floating Rate Bond ETF
1.83%4.22%5.34%5.12%1.99%-0.02%0.43%2.04%1.76%1.01%

Correlation

The correlation between NDAQ and TFLO is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.05

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

-0.09

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

-0.08

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

-0.03

Correlation (All Time)
Calculated using the full available price history since Feb 4, 2014

-0.03

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

NDAQ vs. TFLO — Risk / Return Rank

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

NDAQ
NDAQ Risk / Return Rank: 2424
Overall Rank
NDAQ Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
NDAQ Sortino Ratio Rank: 2424
Sortino Ratio Rank
NDAQ Omega Ratio Rank: 2323
Omega Ratio Rank
NDAQ Calmar Ratio Rank: 2727
Calmar Ratio Rank
NDAQ Martin Ratio Rank: 2121
Martin Ratio Rank

TFLO
TFLO Risk / Return Rank: 100100
Overall Rank
TFLO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
TFLO Sortino Ratio Rank: 100100
Sortino Ratio Rank
TFLO Omega Ratio Rank: 100100
Omega Ratio Rank
TFLO Calmar Ratio Rank: 100100
Calmar Ratio Rank
TFLO Martin Ratio Rank: 100100
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.

NDAQ vs. TFLO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nasdaq, Inc. (NDAQ) and iShares Treasury Floating Rate Bond ETF (TFLO). 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.


NDAQTFLODifference
Sharpe ratioReturn per unit of total volatility

-14.36

Sortino ratioReturn per unit of downside risk

-49.64

Omega ratioGain probability vs. loss probability

0.95

13.14

-12.20

Calmar ratioReturn relative to maximum drawdown

-0.48

201.22

-201.70

Martin ratioReturn relative to average drawdown

-1.08

823.20

-824.27

NDAQ vs. TFLO - Sharpe Ratio Comparison

The current NDAQ Sharpe Ratio is -0.41, which is lower than the TFLO Sharpe Ratio of 13.95. The chart below compares the historical Sharpe Ratios of NDAQ and TFLO, 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...

Drawdowns

NDAQ vs. TFLO - Drawdown Comparison

The maximum NDAQ drawdown since its inception was -68.48%, which is greater than TFLO's maximum drawdown of -5.01%. Use the drawdown chart below to compare losses from any high point for NDAQ and TFLO.


Loading charts...

Drawdown Indicators


NDAQTFLODifference

Max Drawdown

Largest peak-to-trough decline

-68.48%

-5.01%

-63.47%

Max Drawdown (1Y)

Largest decline over 1 year

-22.58%

-0.02%

-22.56%

Max Drawdown (3Y)

Largest decline over 3 years

-22.58%

-0.04%

-22.54%

Max Drawdown (5Y)

Largest decline over 5 years

-32.84%

-0.13%

-32.71%

Max Drawdown (10Y)

Largest decline over 10 years

-38.31%

-0.16%

-38.15%

Current Drawdown

Current decline from peak

-22.58%

0.00%

-22.58%

Average Drawdown

Average peak-to-trough decline

-23.79%

-0.10%

-23.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.97%

0.00%

+9.97%

Volatility

NDAQ vs. TFLO - Volatility Comparison

Nasdaq, Inc. (NDAQ) has a higher volatility of 11.40% compared to iShares Treasury Floating Rate Bond ETF (TFLO) at 0.09%. This indicates that NDAQ's price experiences larger fluctuations and is considered to be riskier than TFLO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NDAQTFLODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.40%

0.09%

+11.31%

Volatility (6M)

Calculated over the trailing 6-month period

22.42%

0.20%

+22.22%

Volatility (1Y)

Calculated over the trailing 1-year period

26.11%

0.29%

+25.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.27%

0.36%

+23.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.41%

0.46%

+23.95%

Dividends

NDAQ vs. TFLO - Dividend Comparison

NDAQ's dividend yield for the trailing twelve months is around 1.44%, less than TFLO's 3.89% yield.


PositionTTM20252024202320222021202020192018201720162015
NDAQ
Nasdaq, Inc.
1.44%1.08%1.22%1.48%1.27%1.00%1.46%1.73%2.08%1.90%1.80%1.55%
TFLO
iShares Treasury Floating Rate Bond ETF
3.89%4.16%5.21%4.88%1.68%0.00%0.36%2.08%1.65%0.86%0.31%0.15%

Frequently Asked Questions


NDAQ and TFLO have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NDAQ has higher volatility (11.40%) compared to TFLO (0.09%). In terms of maximum drawdown, NDAQ dropped -68.48% vs TFLO's -5.01%.

TFLO currently has the higher Sharpe Ratio (13.95 vs -0.41), 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.

Portfolio Optimizer

Find the right allocation for NDAQ and TFLO

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