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

Correlation

The correlation between ^XCMP and ^NQROBO 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

^XCMP vs. ^NQROBO - Performance Comparison

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

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

Key characteristics

Sharpe Ratio

^XCMP:

1.86

^NQROBO:

-0.06

Sortino Ratio

^XCMP:

2.43

^NQROBO:

0.05

Omega Ratio

^XCMP:

1.34

^NQROBO:

1.01

Calmar Ratio

^XCMP:

2.49

^NQROBO:

-0.03

Martin Ratio

^XCMP:

8.85

^NQROBO:

-0.17

Ulcer Index

^XCMP:

3.70%

^NQROBO:

6.62%

Daily Std Dev

^XCMP:

17.55%

^NQROBO:

18.80%

Max Drawdown

^XCMP:

-35.83%

^NQROBO:

-44.12%

Current Drawdown

^XCMP:

-2.98%

^NQROBO:

-22.91%

Returns By Period

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


^XCMP

YTD

31.30%

1M

3.28%

6M

11.03%

1Y

31.74%

5Y*

17.79%

10Y*

16.24%

^NQROBO

YTD

-0.01%

1M

-0.12%

6M

8.25%

1Y

0.50%

5Y*

5.77%

10Y*

N/A

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

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

This table presents a comparison of risk-adjusted performance metrics for NASDAQ Composite Total Return Index (^XCMP) and Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO). 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 1.81, compared to the broader market0.001.002.001.810.28
The chart of Sortino ratio for ^XCMP, currently valued at 2.38, compared to the broader market-1.000.001.002.003.002.380.50
The chart of Omega ratio for ^XCMP, currently valued at 1.34, compared to the broader market0.901.001.101.201.301.401.341.06
The chart of Calmar ratio for ^XCMP, currently valued at 2.43, compared to the broader market0.001.002.003.002.430.15
The chart of Martin ratio for ^XCMP, currently valued at 8.57, compared to the broader market0.005.0010.0015.0020.008.570.79
^XCMP
^NQROBO

The current ^XCMP Sharpe Ratio is 1.86, which is higher than the ^NQROBO Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of ^XCMP and ^NQROBO, 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
1.81
0.28
^XCMP
^NQROBO

Drawdowns

^XCMP vs. ^NQROBO - Drawdown Comparison

The maximum ^XCMP drawdown since its inception was -35.83%, smaller than the maximum ^NQROBO drawdown of -44.12%. Use the drawdown chart below to compare losses from any high point for ^XCMP and ^NQROBO. For additional features, visit the drawdowns tool.


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

Volatility

^XCMP vs. ^NQROBO - Volatility Comparison

The current volatility for NASDAQ Composite Total Return Index (^XCMP) is 5.06%, while Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) has a volatility of 5.90%. This indicates that ^XCMP experiences smaller price fluctuations and is considered to be less risky than ^NQROBO 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
5.06%
5.90%
^XCMP
^NQROBO
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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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