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0QMG.L vs. XEMD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

0QMG.L vs. XEMD - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Swiss Life Holding AG (0QMG.L) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD). The values are adjusted to include any dividend payments, if applicable.

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0QMG.L vs. XEMD - Yearly Performance Comparison


2026 (YTD)2025202420232022
0QMG.L
Swiss Life Holding AG
-3.57%36.38%25.96%28.52%3.80%
XEMD
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
0.07%-0.41%17.34%0.39%-1.38%
Different Trading Currencies

0QMG.L is traded in CHF, while XEMD is traded in USD. To make them comparable, the XEMD values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, 0QMG.L achieves a -3.57% return, which is significantly lower than XEMD's 0.07% return.


0QMG.L

1D
2.44%
1M
1.34%
YTD
-3.57%
6M
3.20%
1Y
13.61%
3Y*
21.90%
5Y*
18.76%
10Y*
17.79%

XEMD

1D
-0.14%
1M
0.01%
YTD
0.07%
6M
3.29%
1Y
-0.13%
3Y*
5.19%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

0QMG.L vs. XEMD — Risk / Return Rank

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

0QMG.L
0QMG.L Risk / Return Rank: 6060
Overall Rank
0QMG.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
0QMG.L Sortino Ratio Rank: 5454
Sortino Ratio Rank
0QMG.L Omega Ratio Rank: 5858
Omega Ratio Rank
0QMG.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
0QMG.L Martin Ratio Rank: 6363
Martin Ratio Rank

XEMD
XEMD Risk / Return Rank: 9090
Overall Rank
XEMD Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
XEMD Sortino Ratio Rank: 9090
Sortino Ratio Rank
XEMD Omega Ratio Rank: 9191
Omega Ratio Rank
XEMD Calmar Ratio Rank: 9090
Calmar Ratio Rank
XEMD Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

0QMG.L vs. XEMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD). 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.


0QMG.LXEMDDifference

Sharpe ratio

Return per unit of total volatility

0.68

-0.01

+0.69

Sortino ratio

Return per unit of downside risk

0.99

0.06

+0.93

Omega ratio

Gain probability vs. loss probability

1.15

1.01

+0.14

Calmar ratio

Return relative to maximum drawdown

1.02

0.01

+1.01

Martin ratio

Return relative to average drawdown

2.39

0.01

+2.38

0QMG.L vs. XEMD - Sharpe Ratio Comparison

The current 0QMG.L Sharpe Ratio is 0.68, which is higher than the XEMD Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of 0QMG.L and XEMD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


0QMG.LXEMDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

-0.01

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.43

+0.47

Correlation

The correlation between 0QMG.L and XEMD is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

0QMG.L vs. XEMD - Dividend Comparison

0QMG.L's dividend yield for the trailing twelve months is around 3.98%, less than XEMD's 6.06% yield.


TTM20252024202320222021202020192018201720162015
0QMG.L
Swiss Life Holding AG
3.98%3.83%4.72%5.14%5.22%3.73%4.83%0.51%3.57%3.19%2.95%2.70%
XEMD
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
6.06%6.15%6.30%6.19%3.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

0QMG.L vs. XEMD - Drawdown Comparison

The maximum 0QMG.L drawdown since its inception was -49.94%, which is greater than XEMD's maximum drawdown of -12.96%. Use the drawdown chart below to compare losses from any high point for 0QMG.L and XEMD.


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Drawdown Indicators


0QMG.LXEMDDifference

Max Drawdown

Largest peak-to-trough decline

-49.94%

-10.01%

-39.93%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-3.52%

-9.86%

Max Drawdown (5Y)

Largest decline over 5 years

-28.67%

Max Drawdown (10Y)

Largest decline over 10 years

-49.94%

Current Drawdown

Current decline from peak

-5.67%

-2.46%

-3.21%

Average Drawdown

Average peak-to-trough decline

-7.03%

-1.29%

-5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.69%

0.84%

+4.85%

Volatility

0QMG.L vs. XEMD - Volatility Comparison

Swiss Life Holding AG (0QMG.L) has a higher volatility of 6.89% compared to BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) at 2.70%. This indicates that 0QMG.L's price experiences larger fluctuations and is considered to be riskier than XEMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


0QMG.LXEMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.89%

2.70%

+4.19%

Volatility (6M)

Calculated over the trailing 6-month period

12.84%

6.30%

+6.54%

Volatility (1Y)

Calculated over the trailing 1-year period

19.91%

11.97%

+7.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.59%

9.29%

+10.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.30%

9.29%

+14.01%