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^XCMP vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XCMP and ^SP500TR is 0.92, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

^XCMP vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NASDAQ Composite Total Return Index (^XCMP) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

500.00%600.00%700.00%800.00%900.00%1,000.00%NovemberDecember2025FebruaryMarchApril
851.90%
598.12%
^XCMP
^SP500TR

Key characteristics

Sharpe Ratio

^XCMP:

0.27

^SP500TR:

0.54

Sortino Ratio

^XCMP:

0.55

^SP500TR:

0.88

Omega Ratio

^XCMP:

1.08

^SP500TR:

1.13

Calmar Ratio

^XCMP:

0.28

^SP500TR:

0.56

Martin Ratio

^XCMP:

0.96

^SP500TR:

2.30

Ulcer Index

^XCMP:

7.04%

^SP500TR:

4.55%

Daily Std Dev

^XCMP:

25.09%

^SP500TR:

19.44%

Max Drawdown

^XCMP:

-35.83%

^SP500TR:

-55.25%

Current Drawdown

^XCMP:

-13.65%

^SP500TR:

-9.86%

Returns By Period

In the year-to-date period, ^XCMP achieves a -9.81% return, which is significantly lower than ^SP500TR's -5.68% return. Over the past 10 years, ^XCMP has outperformed ^SP500TR with an annualized return of 14.45%, while ^SP500TR has yielded a comparatively lower 12.27% annualized return.


^XCMP

YTD

-9.81%

1M

0.37%

6M

-5.81%

1Y

9.91%

5Y*

15.86%

10Y*

14.45%

^SP500TR

YTD

-5.68%

1M

-0.91%

6M

-4.24%

1Y

9.81%

5Y*

15.89%

10Y*

12.27%

*Annualized

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Risk-Adjusted Performance

^XCMP vs. ^SP500TR — Risk-Adjusted Performance Rank

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

^XCMP
The Risk-Adjusted Performance Rank of ^XCMP is 4646
Overall Rank
The Sharpe Ratio Rank of ^XCMP is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XCMP is 4646
Sortino Ratio Rank
The Omega Ratio Rank of ^XCMP is 4545
Omega Ratio Rank
The Calmar Ratio Rank of ^XCMP is 4747
Calmar Ratio Rank
The Martin Ratio Rank of ^XCMP is 4646
Martin Ratio Rank

^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7777
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7676
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 8181
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.

^XCMP vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NASDAQ Composite Total Return Index (^XCMP) and S&P 500 Total Return (^SP500TR). 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 chart of Sharpe ratio for ^XCMP, currently valued at 0.27, compared to the broader market-0.500.000.501.001.50
^XCMP: 0.27
^SP500TR: 0.37
The chart of Sortino ratio for ^XCMP, currently valued at 0.55, compared to the broader market-1.00-0.500.000.501.001.502.00
^XCMP: 0.55
^SP500TR: 0.66
The chart of Omega ratio for ^XCMP, currently valued at 1.08, compared to the broader market0.901.001.101.201.30
^XCMP: 1.08
^SP500TR: 1.10
The chart of Calmar ratio for ^XCMP, currently valued at 0.28, compared to the broader market-0.500.000.501.00
^XCMP: 0.28
^SP500TR: 0.38
The chart of Martin ratio for ^XCMP, currently valued at 0.96, compared to the broader market0.002.004.006.00
^XCMP: 0.96
^SP500TR: 1.56

The current ^XCMP Sharpe Ratio is 0.27, which is lower than the ^SP500TR Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of ^XCMP and ^SP500TR, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.27
0.37
^XCMP
^SP500TR

Drawdowns

^XCMP vs. ^SP500TR - Drawdown Comparison

The maximum ^XCMP drawdown since its inception was -35.83%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ^XCMP and ^SP500TR. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.65%
-9.86%
^XCMP
^SP500TR

Volatility

^XCMP vs. ^SP500TR - Volatility Comparison

NASDAQ Composite Total Return Index (^XCMP) has a higher volatility of 17.19% compared to S&P 500 Total Return (^SP500TR) at 14.21%. This indicates that ^XCMP's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.19%
14.21%
^XCMP
^SP500TR