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

Correlation

The correlation between ^XBD and ^NDX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

^XBD vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYSE Arca Securities Broker/Dealer Index (^XBD) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
28.58%
8.06%
^XBD
^NDX

Key characteristics

Sharpe Ratio

^XBD:

2.61

^NDX:

1.58

Sortino Ratio

^XBD:

3.56

^NDX:

2.12

Omega Ratio

^XBD:

1.49

^NDX:

1.29

Calmar Ratio

^XBD:

4.83

^NDX:

2.11

Martin Ratio

^XBD:

20.04

^NDX:

7.52

Ulcer Index

^XBD:

2.37%

^NDX:

3.80%

Daily Std Dev

^XBD:

18.21%

^NDX:

18.07%

Max Drawdown

^XBD:

-80.20%

^NDX:

-82.90%

Current Drawdown

^XBD:

-6.44%

^NDX:

-3.65%

Returns By Period

In the year-to-date period, ^XBD achieves a 43.53% return, which is significantly higher than ^NDX's 26.53% return. Over the past 10 years, ^XBD has underperformed ^NDX with an annualized return of 15.70%, while ^NDX has yielded a comparatively higher 17.44% annualized return.


^XBD

YTD

43.53%

1M

-4.98%

6M

28.58%

1Y

45.48%

5Y*

22.29%

10Y*

15.70%

^NDX

YTD

26.53%

1M

3.01%

6M

8.06%

1Y

27.04%

5Y*

19.69%

10Y*

17.44%

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for NYSE Arca Securities Broker/Dealer Index (^XBD) 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.


Sharpe ratio
The chart of Sharpe ratio for ^XBD, currently valued at 2.61, compared to the broader market0.001.002.002.611.58
The chart of Sortino ratio for ^XBD, currently valued at 3.56, compared to the broader market-1.000.001.002.003.003.562.12
The chart of Omega ratio for ^XBD, currently valued at 1.49, compared to the broader market0.901.001.101.201.301.401.491.29
The chart of Calmar ratio for ^XBD, currently valued at 4.83, compared to the broader market0.001.002.003.004.832.11
The chart of Martin ratio for ^XBD, currently valued at 20.04, compared to the broader market0.005.0010.0015.0020.0020.047.52
^XBD
^NDX

The current ^XBD Sharpe Ratio is 2.61, which is higher than the ^NDX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of ^XBD 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 Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.61
1.58
^XBD
^NDX

Drawdowns

^XBD vs. ^NDX - Drawdown Comparison

The maximum ^XBD drawdown since its inception was -80.20%, roughly equal to the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ^XBD and ^NDX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.44%
-3.65%
^XBD
^NDX

Volatility

^XBD vs. ^NDX - Volatility Comparison

NYSE Arca Securities Broker/Dealer Index (^XBD) and NASDAQ 100 (^NDX) have volatilities of 5.47% and 5.35%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
5.47%
5.35%
^XBD
^NDX
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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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