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^DJUSM vs. NQ=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJUSM and NQ=F is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

^DJUSM vs. NQ=F - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones U.S. Mid-Cap Index (^DJUSM) and E-Mini Nasdaq 100 Futures (NQ=F). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^DJUSM:

0.73

NQ=F:

0.58

Sortino Ratio

^DJUSM:

1.15

NQ=F:

0.92

Omega Ratio

^DJUSM:

1.16

NQ=F:

1.13

Calmar Ratio

^DJUSM:

0.73

NQ=F:

0.59

Martin Ratio

^DJUSM:

2.69

NQ=F:

1.85

Ulcer Index

^DJUSM:

5.15%

NQ=F:

7.38%

Daily Std Dev

^DJUSM:

18.70%

NQ=F:

25.54%

Max Drawdown

^DJUSM:

-60.72%

NQ=F:

-35.28%

Current Drawdown

^DJUSM:

-3.10%

NQ=F:

-4.60%

Returns By Period

In the year-to-date period, ^DJUSM achieves a 3.99% return, which is significantly higher than NQ=F's 0.71% return. Over the past 10 years, ^DJUSM has underperformed NQ=F with an annualized return of 8.67%, while NQ=F has yielded a comparatively higher 16.85% annualized return.


^DJUSM

YTD

3.99%

1M

3.59%

6M

-3.07%

1Y

12.64%

3Y*

8.91%

5Y*

12.52%

10Y*

8.67%

NQ=F

YTD

0.71%

1M

5.85%

6M

1.83%

1Y

14.98%

3Y*

19.12%

5Y*

17.46%

10Y*

16.85%

*Annualized

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Dow Jones U.S. Mid-Cap Index

E-Mini Nasdaq 100 Futures

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

^DJUSM vs. NQ=F — Risk-Adjusted Performance Rank

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

^DJUSM
The Risk-Adjusted Performance Rank of ^DJUSM is 7777
Overall Rank
The Sharpe Ratio Rank of ^DJUSM is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJUSM is 7676
Sortino Ratio Rank
The Omega Ratio Rank of ^DJUSM is 8181
Omega Ratio Rank
The Calmar Ratio Rank of ^DJUSM is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ^DJUSM is 8080
Martin Ratio Rank

NQ=F
The Risk-Adjusted Performance Rank of NQ=F is 7777
Overall Rank
The Sharpe Ratio Rank of NQ=F is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of NQ=F is 7878
Sortino Ratio Rank
The Omega Ratio Rank of NQ=F is 7878
Omega Ratio Rank
The Calmar Ratio Rank of NQ=F is 7878
Calmar Ratio Rank
The Martin Ratio Rank of NQ=F is 7575
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.

^DJUSM vs. NQ=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Mid-Cap Index (^DJUSM) and E-Mini Nasdaq 100 Futures (NQ=F). 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.


The current ^DJUSM Sharpe Ratio is 0.73, which is comparable to the NQ=F Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of ^DJUSM and NQ=F, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

^DJUSM vs. NQ=F - Drawdown Comparison

The maximum ^DJUSM drawdown since its inception was -60.72%, which is greater than NQ=F's maximum drawdown of -35.28%. Use the drawdown chart below to compare losses from any high point for ^DJUSM and NQ=F.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

^DJUSM vs. NQ=F - Volatility Comparison

The current volatility for Dow Jones U.S. Mid-Cap Index (^DJUSM) is 4.52%, while E-Mini Nasdaq 100 Futures (NQ=F) has a volatility of 5.55%. This indicates that ^DJUSM experiences smaller price fluctuations and is considered to be less risky than NQ=F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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