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SM Wirtschaftsberatungs AG (SMWN.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

DE000A1RFMZ1

Sector

Real Estate

Highlights

Market Cap

€18.71M

EPS (TTM)

-€0.20

Total Revenue (TTM)

€172.18K

Gross Profit (TTM)

€61.57K

EBITDA (TTM)

-€343.27K

Year Range

€4.60 - €6.70

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in SM Wirtschaftsberatungs AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-22.31%
15.67%
SMWN.DE (SM Wirtschaftsberatungs AG)
Benchmark (^GSPC)

Returns By Period

SM Wirtschaftsberatungs AG had a return of -1.67% year-to-date (YTD) and -18.12% in the last 12 months. Over the past 10 years, SM Wirtschaftsberatungs AG had an annualized return of 0.55%, while the S&P 500 had an annualized return of 11.30%, indicating that SM Wirtschaftsberatungs AG did not perform as well as the benchmark.


SMWN.DE

YTD

-1.67%

1M

-3.69%

6M

-22.31%

1Y

-18.12%

5Y*

-4.07%

10Y*

0.55%

^GSPC (Benchmark)

YTD

3.96%

1M

2.77%

6M

10.09%

1Y

21.57%

5Y*

12.62%

10Y*

11.30%

*Annualized

Monthly Returns

The table below presents the monthly returns of SMWN.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.67%-1.67%
2024-8.40%0.00%0.00%-1.67%0.85%-0.00%1.68%2.80%-1.68%6.84%-8.00%-16.87%-23.72%
20230.00%-1.58%-3.20%0.00%0.00%-1.65%-0.84%0.00%7.03%-1.65%3.36%6.50%7.66%
2022-4.62%4.84%-3.08%0.79%2.36%2.31%1.75%-4.62%-8.87%15.93%-3.05%0.00%1.70%
20210.00%3.85%1.48%0.73%1.45%-2.86%16.18%-9.36%-2.90%-0.00%-1.49%-1.51%3.77%
202013.93%-20.86%4.54%0.87%11.21%6.98%1.45%-2.86%0.07%-2.29%3.13%-1.51%10.70%
2019-1.60%-13.01%9.35%0.00%0.00%-0.85%-1.73%4.39%2.61%-0.85%4.27%0.00%1.00%
20184.49%-4.69%3.28%-4.76%2.50%-0.41%2.04%-1.60%-2.44%0.86%4.27%2.46%5.56%
2017-2.08%0.16%0.33%-1.63%-4.13%2.74%0.61%-1.77%0.34%-0.68%-0.96%6.45%-1.00%
2016-1.83%18.51%-10.90%4.52%0.00%0.00%0.25%0.53%-3.68%-0.01%-2.40%2.46%5.14%
20150.00%0.02%-1.83%-1.53%4.29%-1.51%-2.88%7.85%-2.90%-0.02%-4.48%4.69%1.00%
2014-1.98%1.28%3.26%5.79%0.00%3.80%-0.18%0.07%0.28%-2.08%2.24%-0.35%12.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SMWN.DE is 8, meaning it’s performing worse than 92% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SMWN.DE is 88
Overall Rank
The Sharpe Ratio Rank of SMWN.DE is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of SMWN.DE is 55
Sortino Ratio Rank
The Omega Ratio Rank of SMWN.DE is 22
Omega Ratio Rank
The Calmar Ratio Rank of SMWN.DE is 2929
Calmar Ratio Rank
The Martin Ratio Rank of SMWN.DE is 22
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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SM Wirtschaftsberatungs AG (SMWN.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SMWN.DE, currently valued at -1.03, compared to the broader market-2.000.002.004.00-1.031.83
The chart of Sortino ratio for SMWN.DE, currently valued at -1.47, compared to the broader market-6.00-4.00-2.000.002.004.006.00-1.472.47
The chart of Omega ratio for SMWN.DE, currently valued at 0.70, compared to the broader market0.501.001.502.000.701.33
The chart of Calmar ratio for SMWN.DE, currently valued at -0.26, compared to the broader market0.002.004.006.00-0.262.76
The chart of Martin ratio for SMWN.DE, currently valued at -1.65, compared to the broader market-10.000.0010.0020.0030.00-1.6511.27
SMWN.DE
^GSPC

The current SM Wirtschaftsberatungs AG Sharpe ratio is -1.03. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SM Wirtschaftsberatungs AG with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-1.03
1.94
SMWN.DE (SM Wirtschaftsberatungs AG)
Benchmark (^GSPC)

Dividends

Dividend History

SM Wirtschaftsberatungs AG provided a 5.53% dividend yield over the last twelve months, with an annual payout of €0.26 per share. The company has been increasing its dividends for 9 consecutive years.


1.00%2.00%3.00%4.00%5.00%€0.00€0.05€0.10€0.15€0.20€0.2520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend€0.26€0.26€0.26€0.26€0.26€0.26€0.20€0.20€0.06€0.06€0.06€0.25

Dividend yield

5.53%5.44%3.97%4.09%4.00%4.00%3.28%3.20%0.98%0.96%1.00%4.17%

Monthly Dividends

The table displays the monthly dividend distributions for SM Wirtschaftsberatungs AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00€0.00
2024€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.00€0.26
2023€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.26
2022€0.00€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.00€0.00€0.26
2021€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.00€0.26
2020€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.26€0.00€0.00€0.00€0.26
2019€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.20€0.00€0.00€0.00€0.00€0.20
2018€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.20€0.00€0.00€0.20
2017€0.00€0.00€0.00€0.00€0.00€0.00€0.06€0.00€0.00€0.00€0.00€0.00€0.06
2016€0.00€0.00€0.00€0.00€0.00€0.00€0.06€0.00€0.00€0.00€0.00€0.00€0.06
2015€0.00€0.00€0.00€0.00€0.00€0.06€0.00€0.00€0.00€0.00€0.00€0.00€0.06
2014€0.25€0.00€0.00€0.00€0.00€0.00€0.00€0.25

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%5.5%
SM Wirtschaftsberatungs AG has a dividend yield of 5.53%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%61.0%
SM Wirtschaftsberatungs AG has a payout ratio of 61.03%, which is quite average when compared to the overall market. This suggests that SM Wirtschaftsberatungs AG strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-67.96%
-1.01%
SMWN.DE (SM Wirtschaftsberatungs AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SM Wirtschaftsberatungs AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SM Wirtschaftsberatungs AG was 81.99%, occurring on Jun 27, 2003. The portfolio has not yet recovered.

The current SM Wirtschaftsberatungs AG drawdown is 67.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.99%Nov 23, 2000677Jun 27, 2003

Volatility

Volatility Chart

The current SM Wirtschaftsberatungs AG volatility is 4.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.94%
3.50%
SMWN.DE (SM Wirtschaftsberatungs AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SM Wirtschaftsberatungs AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for SM Wirtschaftsberatungs AG.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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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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