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

Correlation

The correlation between ^XCMP and AAPL is 0.70, 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.


-0.50.00.51.00.7

Performance

^XCMP vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ Composite Total Return Index (^XCMP) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%JulyAugustSeptemberOctoberNovemberDecember
969.52%
4,490.45%
^XCMP
AAPL

Key characteristics

Sharpe Ratio

^XCMP:

1.86

AAPL:

1.38

Sortino Ratio

^XCMP:

2.43

AAPL:

2.04

Omega Ratio

^XCMP:

1.34

AAPL:

1.26

Calmar Ratio

^XCMP:

2.49

AAPL:

1.88

Martin Ratio

^XCMP:

8.85

AAPL:

4.89

Ulcer Index

^XCMP:

3.70%

AAPL:

6.39%

Daily Std Dev

^XCMP:

17.55%

AAPL:

22.57%

Max Drawdown

^XCMP:

-35.83%

AAPL:

-81.80%

Current Drawdown

^XCMP:

-2.98%

AAPL:

0.00%

Returns By Period

The year-to-date returns for both investments are quite close, with ^XCMP having a 31.30% return and AAPL slightly higher at 32.83%. Over the past 10 years, ^XCMP has underperformed AAPL with an annualized return of 16.24%, while AAPL has yielded a comparatively higher 26.14% annualized return.


^XCMP

YTD

31.30%

1M

3.28%

6M

11.03%

1Y

31.74%

5Y*

17.79%

10Y*

16.24%

AAPL

YTD

32.83%

1M

11.13%

6M

22.93%

1Y

31.36%

5Y*

30.37%

10Y*

26.14%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

^XCMP vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ Composite Total Return Index (^XCMP) and Apple Inc (AAPL). 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 ^XCMP, currently valued at 1.86, compared to the broader market0.001.002.001.861.71
The chart of Sortino ratio for ^XCMP, currently valued at 2.43, compared to the broader market-1.000.001.002.003.002.432.46
The chart of Omega ratio for ^XCMP, currently valued at 1.34, compared to the broader market0.901.001.101.201.301.401.341.32
The chart of Calmar ratio for ^XCMP, currently valued at 2.49, compared to the broader market0.001.002.003.002.492.28
The chart of Martin ratio for ^XCMP, currently valued at 8.85, compared to the broader market0.005.0010.0015.0020.008.855.96
^XCMP
AAPL

The current ^XCMP Sharpe Ratio is 1.86, which is higher than the AAPL Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of ^XCMP and AAPL, 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 Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.86
1.71
^XCMP
AAPL

Drawdowns

^XCMP vs. AAPL - Drawdown Comparison

The maximum ^XCMP drawdown since its inception was -35.83%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for ^XCMP and AAPL. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.98%
0
^XCMP
AAPL

Volatility

^XCMP vs. AAPL - Volatility Comparison

NASDAQ Composite Total Return Index (^XCMP) has a higher volatility of 5.05% compared to Apple Inc (AAPL) at 4.00%. This indicates that ^XCMP's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.05%
4.00%
^XCMP
AAPL
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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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