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ZBH vs. ^IXIC
Performance
Return for Risk
Drawdowns
Volatility

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.

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Returns By Period

In the year-to-date period, ZBH achieves a 0.99% return, which is significantly lower than ^IXIC's 9.61% return. Over the past 10 years, ZBH has underperformed ^IXIC with an annualized return of -1.43%, while ^IXIC has yielded a comparatively higher 18.39% annualized return.


ZBH

1D
3.41%
1M
5.92%
YTD
0.99%
6M
0.91%
1Y
-0.90%
3Y*
-13.60%
5Y*
-10.15%
10Y*
-1.43%

^IXIC

1D
-0.43%
1M
-3.29%
YTD
9.61%
6M
7.89%
1Y
27.94%
3Y*
23.60%
5Y*
12.15%
10Y*
18.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZBH vs. ^IXIC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZBH
Zimmer Biomet Holdings, Inc.
0.99%-14.03%-12.46%-3.81%4.24%-17.02%3.77%45.37%-13.30%17.86%
^IXIC
NASDAQ Composite
9.61%20.36%28.64%43.42%-33.10%21.39%43.64%35.23%-3.88%28.24%

Correlation

The correlation between ZBH and ^IXIC is 0.02, 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

0.02

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

0.15

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

0.32

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

0.40

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2001

0.45

Over the past year, the correlation between ZBH and ^IXIC has dropped to 0.02 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

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Return for Risk

ZBH vs. ^IXIC — Risk / Return Rank

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

ZBH
ZBH Risk / Return Rank: 4040
Overall Rank
ZBH Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
ZBH Sortino Ratio Rank: 3636
Sortino Ratio Rank
ZBH Omega Ratio Rank: 3737
Omega Ratio Rank
ZBH Calmar Ratio Rank: 4242
Calmar Ratio Rank
ZBH Martin Ratio Rank: 4141
Martin Ratio Rank

^IXIC
^IXIC Risk / Return Rank: 5353
Overall Rank
^IXIC Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
^IXIC Sortino Ratio Rank: 5050
Sortino Ratio Rank
^IXIC Omega Ratio Rank: 5555
Omega Ratio Rank
^IXIC Calmar Ratio Rank: 4949
Calmar Ratio Rank
^IXIC Martin Ratio Rank: 5454
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.

ZBH vs. ^IXIC - Risk-Adjusted Trends 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.

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.


ZBH^IXICDifference
Sharpe ratioReturn per unit of total volatility

-1.63

Sortino ratioReturn per unit of downside risk

-2.00

Omega ratioGain probability vs. loss probability

1.03

1.28

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.04

2.13

-2.16

Martin ratioReturn relative to average drawdown

-0.07

7.92

-7.99

ZBH vs. ^IXIC - Sharpe Ratio Comparison

The current ZBH Sharpe Ratio is -0.03, which is lower than the ^IXIC Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of ZBH and ^IXIC, 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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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.


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Drawdown Indicators


ZBH^IXICDifference

Max Drawdown

Largest peak-to-trough decline

-65.03%

-77.93%

+12.90%

Max Drawdown (1Y)

Largest decline over 1 year

-25.54%

-13.21%

-12.33%

Max Drawdown (3Y)

Largest decline over 3 years

-43.94%

-24.32%

-19.62%

Max Drawdown (5Y)

Largest decline over 5 years

-48.53%

-36.40%

-12.13%

Max Drawdown (10Y)

Largest decline over 10 years

-52.14%

-36.40%

-15.74%

Current Drawdown

Current decline from peak

-45.53%

-5.97%

-39.56%

Average Drawdown

Average peak-to-trough decline

-20.11%

-21.38%

+1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.36%

3.53%

+9.83%

Volatility

ZBH vs. ^IXIC - Volatility Comparison

The current volatility for Zimmer Biomet Holdings, Inc. (ZBH) is 7.13%, while NASDAQ Composite (^IXIC) has a volatility of 7.66%. This indicates that ZBH experiences smaller price fluctuations and is considered to be less risky than ^IXIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZBH^IXICDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.13%

7.66%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

20.70%

13.81%

+6.89%

Volatility (1Y)

Calculated over the trailing 1-year period

30.72%

17.58%

+13.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.68%

22.65%

+4.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.47%

22.08%

+6.39%

Frequently Asked Questions


ZBH and ^IXIC have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^IXIC has higher volatility (7.66%) compared to ZBH (7.13%). In terms of maximum drawdown, ZBH dropped -65.03% vs ^IXIC's -77.93%.

^IXIC currently has the higher Sharpe Ratio (1.60 vs -0.03), 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 ZBH and ^IXIC

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