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^NDXE vs. ^NDX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NDXE and ^NDX 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

^NDXE vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ 100 Equal Weighted Index (^NDXE) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^NDXE:

0.38

^NDX:

0.59

Sortino Ratio

^NDXE:

0.59

^NDX:

0.89

Omega Ratio

^NDXE:

1.08

^NDX:

1.12

Calmar Ratio

^NDXE:

0.31

^NDX:

0.57

Martin Ratio

^NDXE:

1.10

^NDX:

1.85

Ulcer Index

^NDXE:

6.15%

^NDX:

7.08%

Daily Std Dev

^NDXE:

22.26%

^NDX:

25.69%

Max Drawdown

^NDXE:

-58.20%

^NDX:

-82.90%

Current Drawdown

^NDXE:

-4.45%

^NDX:

-3.76%

Returns By Period

In the year-to-date period, ^NDXE achieves a 4.19% return, which is significantly higher than ^NDX's 1.56% return. Over the past 10 years, ^NDXE has underperformed ^NDX with an annualized return of 11.30%, while ^NDX has yielded a comparatively higher 16.82% annualized return.


^NDXE

YTD

4.19%

1M

6.53%

6M

-0.91%

1Y

8.07%

3Y*

11.14%

5Y*

11.24%

10Y*

11.30%

^NDX

YTD

1.56%

1M

7.86%

6M

1.96%

1Y

15.13%

3Y*

19.07%

5Y*

17.43%

10Y*

16.82%

*Annualized

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NASDAQ 100 Equal Weighted Index

NASDAQ 100

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

Risk-Adjusted Performance

^NDXE vs. ^NDX — Risk-Adjusted Performance Rank

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

^NDXE
The Risk-Adjusted Performance Rank of ^NDXE is 3838
Overall Rank
The Sharpe Ratio Rank of ^NDXE is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDXE is 3636
Sortino Ratio Rank
The Omega Ratio Rank of ^NDXE is 3535
Omega Ratio Rank
The Calmar Ratio Rank of ^NDXE is 3939
Calmar Ratio Rank
The Martin Ratio Rank of ^NDXE is 4040
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 5656
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 5656
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.

^NDXE vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ 100 Equal Weighted Index (^NDXE) and NASDAQ 100 (^NDX). 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 ^NDXE Sharpe Ratio is 0.38, which is lower than the ^NDX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of ^NDXE and ^NDX, 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

^NDXE vs. ^NDX - Drawdown Comparison

The maximum ^NDXE drawdown since its inception was -58.20%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ^NDXE and ^NDX.


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

Volatility

^NDXE vs. ^NDX - Volatility Comparison

NASDAQ 100 Equal Weighted Index (^NDXE) and NASDAQ 100 (^NDX) have volatilities of 5.33% and 5.59%, 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.


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