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Henkel AG & Co. KGaA

HEN3.DE
Equity · Currency in EUR
ISIN
DE0006048408
Sector
Consumer Defensive
Industry
Household & Personal Products

HEN3.DEPrice Chart


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S&P 500

HEN3.DEPerformance

The chart shows the growth of €10,000 invested in Henkel AG & Co. KGaA on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €29,984 for a total return of roughly 199.84%. All prices are adjusted for splits and dividends.


HEN3.DE (Henkel AG & Co. KGaA)
Benchmark (S&P 500)

HEN3.DEReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-5.45%
YTD-1.21%
6M0.03%
1Y8.87%
5Y-0.45%
10Y8.54%

HEN3.DEMonthly Returns Heatmap


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HEN3.DESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Henkel AG & Co. KGaA Sharpe ratio is 0.94. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


HEN3.DE (Henkel AG & Co. KGaA)
Benchmark (S&P 500)

HEN3.DEDividends

Henkel AG & Co. KGaA granted a 2.07% dividend yield in the last twelve months, as of Jun 12, 2021. The annual payout for that period amounted to €1.85 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend€1.85€3.70€1.85€1.79€1.62€1.47€1.31€1.22€0.95€0.80€0.72€0.53

Dividend yield

2.07%4.01%2.01%1.88%1.47%1.30%1.27%1.36%1.13%1.29%1.61%1.14%

HEN3.DEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HEN3.DE (Henkel AG & Co. KGaA)
Benchmark (S&P 500)

HEN3.DEWorst Drawdowns

The table below shows the maximum drawdowns of the Henkel AG & Co. KGaA. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Henkel AG & Co. KGaA is 47.70%, recorded on Mar 17, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.7%Jun 20, 2017694Mar 17, 2020
-25.92%May 20, 201183Sep 13, 2011122Mar 5, 2012205
-22.95%Apr 13, 2015117Sep 24, 2015222Aug 9, 2016339
-16.04%Jul 10, 201470Oct 16, 201428Nov 25, 201498
-13.8%Dec 2, 201075Mar 18, 201132May 5, 2011107
-13.43%Oct 5, 201646Dec 7, 201686Apr 7, 2017132
-13.16%May 4, 201222Jun 4, 201232Jul 18, 201254
-12.69%Jun 23, 201045Aug 24, 201042Oct 21, 201087
-12.14%Apr 27, 201021May 25, 201017Jun 17, 201038
-12.07%Jan 22, 201444Mar 24, 201430May 8, 201474

HEN3.DEVolatility Chart

Current Henkel AG & Co. KGaA volatility is 31.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HEN3.DE (Henkel AG & Co. KGaA)
Benchmark (S&P 500)

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