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^NQROBO vs. ^XCMP
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^NQROBO and ^XCMP is 0.81, 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

^NQROBO vs. ^XCMP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) and NASDAQ Composite Total Return Index (^XCMP). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^NQROBO:

0.10

^XCMP:

0.49

Sortino Ratio

^NQROBO:

0.41

^XCMP:

0.84

Omega Ratio

^NQROBO:

1.05

^XCMP:

1.12

Calmar Ratio

^NQROBO:

0.11

^XCMP:

0.51

Martin Ratio

^NQROBO:

0.49

^XCMP:

1.67

Ulcer Index

^NQROBO:

8.60%

^XCMP:

7.38%

Daily Std Dev

^NQROBO:

23.90%

^XCMP:

25.99%

Max Drawdown

^NQROBO:

-44.12%

^XCMP:

-35.83%

Current Drawdown

^NQROBO:

-25.05%

^XCMP:

-6.84%

Returns By Period

In the year-to-date period, ^NQROBO achieves a -2.01% return, which is significantly higher than ^XCMP's -2.71% return.


^NQROBO

YTD

-2.01%

1M

8.18%

6M

-5.53%

1Y

2.67%

3Y*

4.14%

5Y*

5.72%

10Y*

N/A

^XCMP

YTD

-2.71%

1M

9.24%

6M

-1.06%

1Y

11.51%

3Y*

19.43%

5Y*

15.85%

10Y*

15.13%

*Annualized

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Risk-Adjusted Performance

^NQROBO vs. ^XCMP — Risk-Adjusted Performance Rank

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

^NQROBO
The Risk-Adjusted Performance Rank of ^NQROBO is 3232
Overall Rank
The Sharpe Ratio Rank of ^NQROBO is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NQROBO is 3434
Sortino Ratio Rank
The Omega Ratio Rank of ^NQROBO is 3333
Omega Ratio Rank
The Calmar Ratio Rank of ^NQROBO is 3030
Calmar Ratio Rank
The Martin Ratio Rank of ^NQROBO is 3232
Martin Ratio Rank

^XCMP
The Risk-Adjusted Performance Rank of ^XCMP is 6262
Overall Rank
The Sharpe Ratio Rank of ^XCMP is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XCMP is 6363
Sortino Ratio Rank
The Omega Ratio Rank of ^XCMP is 6262
Omega Ratio Rank
The Calmar Ratio Rank of ^XCMP is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^XCMP is 6161
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.

^NQROBO vs. ^XCMP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) and NASDAQ Composite Total Return Index (^XCMP). 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 ^NQROBO Sharpe Ratio is 0.10, which is lower than the ^XCMP Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of ^NQROBO and ^XCMP, 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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Drawdowns

^NQROBO vs. ^XCMP - Drawdown Comparison

The maximum ^NQROBO drawdown since its inception was -44.12%, which is greater than ^XCMP's maximum drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for ^NQROBO and ^XCMP.


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

Volatility

^NQROBO vs. ^XCMP - Volatility Comparison

Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) has a higher volatility of 6.84% compared to NASDAQ Composite Total Return Index (^XCMP) at 5.56%. This indicates that ^NQROBO's price experiences larger fluctuations and is considered to be riskier than ^XCMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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