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

Correlation

The correlation between ^OEX and ^NDX is 0.84, 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

^OEX vs. ^NDX - Performance Comparison

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

5,000.00%10,000.00%15,000.00%20,000.00%December2025FebruaryMarchAprilMay
3,032.78%
17,946.83%
^OEX
^NDX

Key characteristics

Sharpe Ratio

^OEX:

0.53

^NDX:

0.44

Sortino Ratio

^OEX:

0.88

^NDX:

0.77

Omega Ratio

^OEX:

1.13

^NDX:

1.11

Calmar Ratio

^OEX:

0.56

^NDX:

0.47

Martin Ratio

^OEX:

2.06

^NDX:

1.56

Ulcer Index

^OEX:

5.37%

^NDX:

6.99%

Daily Std Dev

^OEX:

20.77%

^NDX:

25.24%

Max Drawdown

^OEX:

-61.31%

^NDX:

-82.90%

Current Drawdown

^OEX:

-8.80%

^NDX:

-9.52%

Returns By Period

In the year-to-date period, ^OEX achieves a -5.24% return, which is significantly lower than ^NDX's -4.51% return. Over the past 10 years, ^OEX has underperformed ^NDX with an annualized return of 11.50%, while ^NDX has yielded a comparatively higher 16.32% annualized return.


^OEX

YTD

-5.24%

1M

13.84%

6M

-5.24%

1Y

10.98%

5Y*

15.35%

10Y*

11.50%

^NDX

YTD

-4.51%

1M

17.40%

6M

-4.92%

1Y

10.94%

5Y*

16.88%

10Y*

16.32%

*Annualized

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

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

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

^OEX
The Risk-Adjusted Performance Rank of ^OEX is 7272
Overall Rank
The Sharpe Ratio Rank of ^OEX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of ^OEX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of ^OEX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ^OEX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of ^OEX is 7474
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 6161
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6262
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.

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

This table presents a comparison of risk-adjusted performance metrics for S&P 100 Index (^OEX) 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 ^OEX Sharpe Ratio is 0.53, which is comparable to the ^NDX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of ^OEX 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.53
0.44
^OEX
^NDX

Drawdowns

^OEX vs. ^NDX - Drawdown Comparison

The maximum ^OEX drawdown since its inception was -61.31%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ^OEX and ^NDX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.80%
-9.52%
^OEX
^NDX

Volatility

^OEX vs. ^NDX - Volatility Comparison

The current volatility for S&P 100 Index (^OEX) is 12.03%, while NASDAQ 100 (^NDX) has a volatility of 13.81%. This indicates that ^OEX experiences smaller price fluctuations and is considered to be less risky than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.03%
13.81%
^OEX
^NDX