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

Correlation

The correlation between ^NQROBO and ^XCMP is 0.83, 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.


-0.50.00.51.00.8

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.

50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
57.62%
198.71%
^NQROBO
^XCMP

Key characteristics

Sharpe Ratio

^NQROBO:

-0.06

^XCMP:

1.86

Sortino Ratio

^NQROBO:

0.05

^XCMP:

2.43

Omega Ratio

^NQROBO:

1.01

^XCMP:

1.34

Calmar Ratio

^NQROBO:

-0.03

^XCMP:

2.49

Martin Ratio

^NQROBO:

-0.17

^XCMP:

8.85

Ulcer Index

^NQROBO:

6.62%

^XCMP:

3.70%

Daily Std Dev

^NQROBO:

18.80%

^XCMP:

17.55%

Max Drawdown

^NQROBO:

-44.12%

^XCMP:

-35.83%

Current Drawdown

^NQROBO:

-22.91%

^XCMP:

-2.98%

Returns By Period

In the year-to-date period, ^NQROBO achieves a -0.01% return, which is significantly lower than ^XCMP's 31.30% return.


^NQROBO

YTD

-0.01%

1M

-0.12%

6M

8.25%

1Y

0.50%

5Y*

5.77%

10Y*

N/A

^XCMP

YTD

31.30%

1M

3.28%

6M

11.03%

1Y

31.74%

5Y*

17.79%

10Y*

16.24%

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

^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.


Sharpe ratio
The chart of Sharpe ratio for ^NQROBO, currently valued at 0.28, compared to the broader market0.001.002.000.281.81
The chart of Sortino ratio for ^NQROBO, currently valued at 0.50, compared to the broader market-1.000.001.002.003.000.502.38
The chart of Omega ratio for ^NQROBO, currently valued at 1.06, compared to the broader market0.901.001.101.201.301.401.061.34
The chart of Calmar ratio for ^NQROBO, currently valued at 0.15, compared to the broader market0.001.002.003.000.152.43
The chart of Martin ratio for ^NQROBO, currently valued at 0.79, compared to the broader market0.005.0010.0015.0020.000.798.57
^NQROBO
^XCMP

The current ^NQROBO Sharpe Ratio is -0.06, which is lower than the ^XCMP Sharpe Ratio of 1.86. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.28
1.81
^NQROBO
^XCMP

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. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-22.91%
-2.98%
^NQROBO
^XCMP

Volatility

^NQROBO vs. ^XCMP - Volatility Comparison

Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) has a higher volatility of 5.90% compared to NASDAQ Composite Total Return Index (^XCMP) at 5.06%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
5.90%
5.06%
^NQROBO
^XCMP
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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