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NQ=F vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility

Performance

NQ=F vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in E-Mini Nasdaq 100 Futures (NQ=F) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NQ=F achieves a 19.42% return, which is significantly higher than BRK-B's -2.89% return. Over the past 10 years, NQ=F has outperformed BRK-B with an annualized return of 20.98%, while BRK-B has yielded a comparatively lower 13.19% annualized return.


NQ=F

1D
-0.76%
1M
5.86%
YTD
19.42%
6M
18.14%
1Y
40.85%
3Y*
27.73%
5Y*
17.17%
10Y*
20.98%

BRK-B

1D
1.98%
1M
3.90%
YTD
-2.89%
6M
-3.21%
1Y
-0.12%
3Y*
13.55%
5Y*
10.78%
10Y*
13.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NQ=F vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NQ=F
E-Mini Nasdaq 100 Futures
19.42%19.93%24.69%54.45%-32.46%26.66%47.22%38.20%-1.18%31.76%
BRK-B
Berkshire Hathaway Inc.
-2.89%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Correlation

The correlation between NQ=F and BRK-B is -0.00, 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

-0.00

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

0.17

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

0.35

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

0.41

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2009

0.50

The correlation between NQ=F and BRK-B shifts across timeframes, from -0.00 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

NQ=F vs. BRK-B — Risk / Return Rank

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

NQ=F
NQ=F Risk / Return Rank: 9292
Overall Rank
NQ=F Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NQ=F Sortino Ratio Rank: 9393
Sortino Ratio Rank
NQ=F Omega Ratio Rank: 9393
Omega Ratio Rank
NQ=F Calmar Ratio Rank: 9393
Calmar Ratio Rank
NQ=F Martin Ratio Rank: 8888
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 3838
Overall Rank
BRK-B Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3333
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3232
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4141
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4141
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.

NQ=F vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for E-Mini Nasdaq 100 Futures (NQ=F) and Berkshire Hathaway Inc. (BRK-B). 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.


NQ=FBRK-BDifference
Sharpe ratioReturn per unit of total volatility

+2.45

Sortino ratioReturn per unit of downside risk

+3.18

Omega ratioGain probability vs. loss probability

1.43

1.01

+0.42

Calmar ratioReturn relative to maximum drawdown

3.20

-0.01

+3.21

Martin ratioReturn relative to average drawdown

11.68

-0.03

+11.70

NQ=F vs. BRK-B - Sharpe Ratio Comparison

The current NQ=F Sharpe Ratio is 2.44, which is higher than the BRK-B Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of NQ=F and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NQ=FBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.44

-0.01

+2.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.63

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.94

0.68

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.48

+0.49

Drawdowns

NQ=F vs. BRK-B - Drawdown Comparison

The maximum NQ=F drawdown since its inception was -35.28%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for NQ=F and BRK-B.


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Drawdown Indicators


NQ=FBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-35.28%

-53.86%

+18.58%

Max Drawdown (1Y)

Largest decline over 1 year

-11.89%

-9.42%

-2.47%

Max Drawdown (3Y)

Largest decline over 3 years

-23.05%

-14.95%

-8.10%

Max Drawdown (5Y)

Largest decline over 5 years

-35.28%

-26.58%

-8.70%

Max Drawdown (10Y)

Largest decline over 10 years

-35.28%

-29.57%

-5.71%

Current Drawdown

Current decline from peak

-1.02%

-9.57%

+8.55%

Average Drawdown

Average peak-to-trough decline

-5.11%

-11.07%

+5.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

4.47%

-1.16%

Volatility

NQ=F vs. BRK-B - Volatility Comparison

E-Mini Nasdaq 100 Futures (NQ=F) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.05% and 4.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NQ=FBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.05%

4.08%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

11.89%

10.87%

+1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

15.61%

14.39%

+1.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.43%

17.13%

+5.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.28%

19.43%

+2.85%

Frequently Asked Questions


NQ=F and BRK-B have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BRK-B has higher volatility (4.08%) compared to NQ=F (4.05%). In terms of maximum drawdown, NQ=F dropped -35.28% vs BRK-B's -53.86%.

NQ=F currently has the higher Sharpe Ratio (2.44 vs -0.01), 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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