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^NDXT vs. MSFT
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NDXT and MSFT is 0.70, 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

^NDXT vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ 100 Technology Sector Index (^NDXT) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%December2025FebruaryMarchAprilMay
894.74%
2,230.87%
^NDXT
MSFT

Key characteristics

Sharpe Ratio

^NDXT:

0.00

MSFT:

0.30

Sortino Ratio

^NDXT:

0.21

MSFT:

0.57

Omega Ratio

^NDXT:

1.03

MSFT:

1.07

Calmar Ratio

^NDXT:

-0.01

MSFT:

0.29

Martin Ratio

^NDXT:

-0.04

MSFT:

0.63

Ulcer Index

^NDXT:

9.72%

MSFT:

10.68%

Daily Std Dev

^NDXT:

32.48%

MSFT:

25.63%

Max Drawdown

^NDXT:

-59.34%

MSFT:

-69.39%

Current Drawdown

^NDXT:

-12.59%

MSFT:

-5.74%

Returns By Period

In the year-to-date period, ^NDXT achieves a -1.90% return, which is significantly lower than MSFT's 4.16% return. Over the past 10 years, ^NDXT has underperformed MSFT with an annualized return of 15.53%, while MSFT has yielded a comparatively higher 26.84% annualized return.


^NDXT

YTD

-1.90%

1M

23.61%

6M

-8.02%

1Y

0.15%

5Y*

13.52%

10Y*

15.53%

MSFT

YTD

4.16%

1M

23.58%

6M

3.41%

1Y

7.55%

5Y*

19.98%

10Y*

26.84%

*Annualized

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Risk-Adjusted Performance

^NDXT vs. MSFT — Risk-Adjusted Performance Rank

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

^NDXT
The Risk-Adjusted Performance Rank of ^NDXT is 2929
Overall Rank
The Sharpe Ratio Rank of ^NDXT is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDXT is 3030
Sortino Ratio Rank
The Omega Ratio Rank of ^NDXT is 3030
Omega Ratio Rank
The Calmar Ratio Rank of ^NDXT is 2929
Calmar Ratio Rank
The Martin Ratio Rank of ^NDXT is 2929
Martin Ratio Rank

MSFT
The Risk-Adjusted Performance Rank of MSFT is 5959
Overall Rank
The Sharpe Ratio Rank of MSFT is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5454
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5353
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 6565
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6060
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.

^NDXT vs. MSFT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ 100 Technology Sector Index (^NDXT) and Microsoft Corporation (MSFT). 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 ^NDXT Sharpe Ratio is 0.00, which is lower than the MSFT Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of ^NDXT and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2025FebruaryMarchAprilMay
0.00
0.30
^NDXT
MSFT

Drawdowns

^NDXT vs. MSFT - Drawdown Comparison

The maximum ^NDXT drawdown since its inception was -59.34%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for ^NDXT and MSFT. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.59%
-5.74%
^NDXT
MSFT

Volatility

^NDXT vs. MSFT - Volatility Comparison

NASDAQ 100 Technology Sector Index (^NDXT) has a higher volatility of 17.16% compared to Microsoft Corporation (MSFT) at 13.94%. This indicates that ^NDXT's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
17.16%
13.94%
^NDXT
MSFT