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

Correlation

The correlation between ^NBI and ^IXIC is 0.66, 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.


Performance

^NBI vs. ^IXIC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

^NBI:

-0.31

^IXIC:

0.55

Sortino Ratio

^NBI:

-0.25

^IXIC:

0.84

Omega Ratio

^NBI:

0.97

^IXIC:

1.12

Calmar Ratio

^NBI:

-0.20

^IXIC:

0.51

Martin Ratio

^NBI:

-0.69

^IXIC:

1.64

Ulcer Index

^NBI:

9.38%

^IXIC:

7.49%

Daily Std Dev

^NBI:

22.68%

^IXIC:

26.12%

Max Drawdown

^NBI:

-74.70%

^IXIC:

-77.93%

Current Drawdown

^NBI:

-25.52%

^IXIC:

-5.25%

Returns By Period

In the year-to-date period, ^NBI achieves a -5.37% return, which is significantly lower than ^IXIC's -1.02% return. Over the past 10 years, ^NBI has underperformed ^IXIC with an annualized return of 0.70%, while ^IXIC has yielded a comparatively higher 14.18% annualized return.


^NBI

YTD

-5.37%

1M

-3.09%

6M

-12.18%

1Y

-7.32%

3Y*

3.20%

5Y*

-0.72%

10Y*

0.70%

^IXIC

YTD

-1.02%

1M

7.92%

6M

-0.54%

1Y

14.21%

3Y*

16.52%

5Y*

15.03%

10Y*

14.18%

*Annualized

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NASDAQ Biotechnology Index

NASDAQ Composite

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

Risk-Adjusted Performance

^NBI vs. ^IXIC — Risk-Adjusted Performance Rank

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

^NBI
The Risk-Adjusted Performance Rank of ^NBI is 1313
Overall Rank
The Sharpe Ratio Rank of ^NBI is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NBI is 1414
Sortino Ratio Rank
The Omega Ratio Rank of ^NBI is 1414
Omega Ratio Rank
The Calmar Ratio Rank of ^NBI is 1111
Calmar Ratio Rank
The Martin Ratio Rank of ^NBI is 1212
Martin Ratio Rank

^IXIC
The Risk-Adjusted Performance Rank of ^IXIC is 5252
Overall Rank
The Sharpe Ratio Rank of ^IXIC is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IXIC is 5151
Sortino Ratio Rank
The Omega Ratio Rank of ^IXIC is 5050
Omega Ratio Rank
The Calmar Ratio Rank of ^IXIC is 5555
Calmar Ratio Rank
The Martin Ratio Rank of ^IXIC is 5353
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.

^NBI vs. ^IXIC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ Biotechnology Index (^NBI) 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.


The current ^NBI Sharpe Ratio is -0.31, which is lower than the ^IXIC Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of ^NBI 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.


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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

^NBI vs. ^IXIC - Drawdown Comparison

The maximum ^NBI drawdown since its inception was -74.70%, roughly equal to the maximum ^IXIC drawdown of -77.93%. Use the drawdown chart below to compare losses from any high point for ^NBI and ^IXIC.


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

Volatility

^NBI vs. ^IXIC - Volatility Comparison

NASDAQ Biotechnology Index (^NBI) has a higher volatility of 10.08% compared to NASDAQ Composite (^IXIC) at 6.00%. This indicates that ^NBI's price experiences larger fluctuations and is considered to be riskier than ^IXIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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