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ZBH vs. ^IXIC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ZBH and ^IXIC is 0.47, 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.


-0.50.00.51.00.5

Performance

ZBH vs. ^IXIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zimmer Biomet Holdings, Inc. (ZBH) and NASDAQ Composite (^IXIC). The values are adjusted to include any dividend payments, if applicable.

300.00%400.00%500.00%600.00%700.00%800.00%900.00%JulyAugustSeptemberOctoberNovemberDecember
312.97%
886.36%
ZBH
^IXIC

Key characteristics

Sharpe Ratio

ZBH:

-0.47

^IXIC:

1.81

Sortino Ratio

ZBH:

-0.52

^IXIC:

2.38

Omega Ratio

ZBH:

0.93

^IXIC:

1.33

Calmar Ratio

ZBH:

-0.25

^IXIC:

2.47

Martin Ratio

ZBH:

-0.71

^IXIC:

9.12

Ulcer Index

ZBH:

14.09%

^IXIC:

3.56%

Daily Std Dev

ZBH:

21.32%

^IXIC:

17.92%

Max Drawdown

ZBH:

-65.03%

^IXIC:

-77.93%

Current Drawdown

ZBH:

-36.47%

^IXIC:

-2.98%

Returns By Period

In the year-to-date period, ZBH achieves a -11.42% return, which is significantly lower than ^IXIC's 30.39% return. Over the past 10 years, ZBH has underperformed ^IXIC with an annualized return of 0.45%, while ^IXIC has yielded a comparatively higher 15.21% annualized return.


ZBH

YTD

-11.42%

1M

-1.18%

6M

-0.24%

1Y

-10.41%

5Y*

-5.39%

10Y*

0.45%

^IXIC

YTD

30.39%

1M

3.20%

6M

10.65%

1Y

30.80%

5Y*

17.04%

10Y*

15.21%

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Risk-Adjusted Performance

ZBH vs. ^IXIC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Zimmer Biomet Holdings, Inc. (ZBH) and NASDAQ Composite (^IXIC). 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 ZBH, currently valued at -0.47, compared to the broader market-4.00-2.000.002.00-0.471.81
The chart of Sortino ratio for ZBH, currently valued at -0.52, compared to the broader market-4.00-2.000.002.004.00-0.522.38
The chart of Omega ratio for ZBH, currently valued at 0.93, compared to the broader market0.501.001.502.000.931.33
The chart of Calmar ratio for ZBH, currently valued at -0.25, compared to the broader market0.002.004.006.00-0.252.47
The chart of Martin ratio for ZBH, currently valued at -0.71, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.719.12
ZBH
^IXIC

The current ZBH Sharpe Ratio is -0.47, which is lower than the ^IXIC Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of ZBH and ^IXIC, 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.47
1.81
ZBH
^IXIC

Drawdowns

ZBH vs. ^IXIC - Drawdown Comparison

The maximum ZBH drawdown since its inception was -65.03%, smaller than the maximum ^IXIC drawdown of -77.93%. Use the drawdown chart below to compare losses from any high point for ZBH and ^IXIC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-36.47%
-2.98%
ZBH
^IXIC

Volatility

ZBH vs. ^IXIC - Volatility Comparison

Zimmer Biomet Holdings, Inc. (ZBH) and NASDAQ Composite (^IXIC) have volatilities of 4.80% and 5.05%, 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.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.80%
5.05%
ZBH
^IXIC
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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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