PortfoliosLab logo
^NDX vs. SPXL
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NDX and SPXL is 0.90, 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

^NDX vs. SPXL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ 100 (^NDX) and Direxion Daily S&P 500 Bull 3X Shares (SPXL). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

^NDX:

0.63

SPXL:

0.29

Sortino Ratio

^NDX:

0.97

SPXL:

0.81

Omega Ratio

^NDX:

1.13

SPXL:

1.12

Calmar Ratio

^NDX:

0.64

SPXL:

0.35

Martin Ratio

^NDX:

2.07

SPXL:

1.09

Ulcer Index

^NDX:

7.09%

SPXL:

15.63%

Daily Std Dev

^NDX:

25.72%

SPXL:

58.33%

Max Drawdown

^NDX:

-82.90%

SPXL:

-76.86%

Current Drawdown

^NDX:

-3.08%

SPXL:

-18.22%

Returns By Period

In the year-to-date period, ^NDX achieves a 2.28% return, which is significantly higher than SPXL's -8.44% return. Over the past 10 years, ^NDX has underperformed SPXL with an annualized return of 16.98%, while SPXL has yielded a comparatively higher 22.02% annualized return.


^NDX

YTD

2.28%

1M

6.91%

6M

1.55%

1Y

15.94%

3Y*

19.65%

5Y*

17.24%

10Y*

16.98%

SPXL

YTD

-8.44%

1M

12.75%

6M

-16.66%

1Y

16.50%

3Y*

22.65%

5Y*

29.39%

10Y*

22.02%

*Annualized

Compare stocks, funds, or ETFs

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


NASDAQ 100

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

Risk-Adjusted Performance

^NDX vs. SPXL — Risk-Adjusted Performance Rank

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

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 6363
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6565
Martin Ratio Rank

SPXL
The Risk-Adjusted Performance Rank of SPXL is 3939
Overall Rank
The Sharpe Ratio Rank of SPXL is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of SPXL is 4545
Sortino Ratio Rank
The Omega Ratio Rank of SPXL is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SPXL is 3838
Calmar Ratio Rank
The Martin Ratio Rank of SPXL is 3434
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.

^NDX vs. SPXL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ 100 (^NDX) and Direxion Daily S&P 500 Bull 3X Shares (SPXL). 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 ^NDX Sharpe Ratio is 0.63, which is higher than the SPXL Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of ^NDX and SPXL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

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

^NDX vs. SPXL - Drawdown Comparison

The maximum ^NDX drawdown since its inception was -82.90%, which is greater than SPXL's maximum drawdown of -76.86%. Use the drawdown chart below to compare losses from any high point for ^NDX and SPXL.


Loading data...

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

Volatility

^NDX vs. SPXL - Volatility Comparison

The current volatility for NASDAQ 100 (^NDX) is 5.55%, while Direxion Daily S&P 500 Bull 3X Shares (SPXL) has a volatility of 14.26%. This indicates that ^NDX experiences smaller price fluctuations and is considered to be less risky than SPXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...