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SGAJ.DE vs. ^NDX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SGAJ.DE and ^NDX is 0.43, 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.


-0.50.00.51.00.4

Performance

SGAJ.DE vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGAJ.DE) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-0.16%
12.40%
SGAJ.DE
^NDX

Key characteristics

Sharpe Ratio

SGAJ.DE:

0.50

^NDX:

1.33

Sortino Ratio

SGAJ.DE:

0.77

^NDX:

1.81

Omega Ratio

SGAJ.DE:

1.11

^NDX:

1.24

Calmar Ratio

SGAJ.DE:

0.65

^NDX:

1.80

Martin Ratio

SGAJ.DE:

2.14

^NDX:

6.17

Ulcer Index

SGAJ.DE:

4.00%

^NDX:

3.97%

Daily Std Dev

SGAJ.DE:

17.13%

^NDX:

18.51%

Max Drawdown

SGAJ.DE:

-28.20%

^NDX:

-82.90%

Current Drawdown

SGAJ.DE:

-0.68%

^NDX:

0.00%

Returns By Period

In the year-to-date period, SGAJ.DE achieves a 3.45% return, which is significantly lower than ^NDX's 5.48% return.


SGAJ.DE

YTD

3.45%

1M

3.55%

6M

7.25%

1Y

7.21%

5Y*

6.70%

10Y*

N/A

^NDX

YTD

5.48%

1M

3.37%

6M

12.40%

1Y

25.32%

5Y*

18.23%

10Y*

17.49%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

SGAJ.DE vs. ^NDX — Risk-Adjusted Performance Rank

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

SGAJ.DE
The Risk-Adjusted Performance Rank of SGAJ.DE is 2020
Overall Rank
The Sharpe Ratio Rank of SGAJ.DE is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of SGAJ.DE is 1616
Sortino Ratio Rank
The Omega Ratio Rank of SGAJ.DE is 1818
Omega Ratio Rank
The Calmar Ratio Rank of SGAJ.DE is 2929
Calmar Ratio Rank
The Martin Ratio Rank of SGAJ.DE is 2222
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 5959
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SGAJ.DE vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGAJ.DE) and NASDAQ 100 (^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.


Sharpe ratio
The chart of Sharpe ratio for SGAJ.DE, currently valued at 0.11, compared to the broader market0.002.004.000.111.30
The chart of Sortino ratio for SGAJ.DE, currently valued at 0.27, compared to the broader market-2.000.002.004.006.008.0010.0012.000.271.76
The chart of Omega ratio for SGAJ.DE, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.001.041.24
The chart of Calmar ratio for SGAJ.DE, currently valued at 0.16, compared to the broader market0.005.0010.0015.0020.000.161.74
The chart of Martin ratio for SGAJ.DE, currently valued at 0.40, compared to the broader market0.0020.0040.0060.0080.00100.00120.000.405.91
SGAJ.DE
^NDX

The current SGAJ.DE Sharpe Ratio is 0.50, which is lower than the ^NDX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of SGAJ.DE and ^NDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.11
1.30
SGAJ.DE
^NDX

Drawdowns

SGAJ.DE vs. ^NDX - Drawdown Comparison

The maximum SGAJ.DE drawdown since its inception was -28.20%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for SGAJ.DE and ^NDX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.36%
0
SGAJ.DE
^NDX

Volatility

SGAJ.DE vs. ^NDX - Volatility Comparison

The current volatility for iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGAJ.DE) is 3.14%, while NASDAQ 100 (^NDX) has a volatility of 4.82%. This indicates that SGAJ.DE experiences smaller price fluctuations and is considered to be less risky than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
3.14%
4.82%
SGAJ.DE
^NDX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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