AM.PA vs. VH2.DE
AM.PA (Dassault Aviation SA) and VH2.DE (Friedrich Vorwerk Group SE) are both stocks. Both are in the Industrials sector — AM.PA in Aerospace & Defense, VH2.DE in Engineering & Construction. Over the past 5 years, AM.PA returned 25.58%/yr vs 10.33%/yr for VH2.DE. At a 0.13 correlation, their price movements are largely independent.
Performance
AM.PA vs. VH2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AM.PA achieves a 10.33% return, which is significantly higher than VH2.DE's -18.84% return.
AM.PA
- 1D
- -1.07%
- 1M
- 6.74%
- YTD
- 10.33%
- 6M
- 10.98%
- 1Y
- -0.89%
- 3Y*
- 22.09%
- 5Y*
- 25.58%
- 10Y*
- 19.12%
VH2.DE
- 1D
- 6.71%
- 1M
- -11.59%
- YTD
- -18.84%
- 6M
- -18.24%
- 1Y
- 12.57%
- 3Y*
- 81.64%
- 5Y*
- 10.33%
- 10Y*
- —
AM.PA vs. VH2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 10.33% | 40.99% | 11.84% | 15.24% | 69.25% | 16.83% |
VH2.DE Friedrich Vorwerk Group SE | -18.84% | 200.72% | 77.44% | -28.89% | -22.29% | -39.08% |
Correlation
The correlation between AM.PA and VH2.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2021 | 0.13 |
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Return for Risk
AM.PA vs. VH2.DE — Risk / Return Rank
AM.PA
VH2.DE
AM.PA vs. VH2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and Friedrich Vorwerk Group SE (VH2.DE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AM.PA | VH2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.09 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.27 | -0.32 |
| Martin ratioReturn relative to average drawdown | -0.09 | 0.58 | -0.66 |
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Drawdowns
AM.PA vs. VH2.DE - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -55.76%, smaller than the maximum VH2.DE drawdown of -82.66%. Use the drawdown chart below to compare losses from any high point for AM.PA and VH2.DE.
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Drawdown Indicators
| AM.PA | VH2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -82.66% | +26.90% |
Max Drawdown (1Y)Largest decline over 1 year | -20.80% | -45.85% | +25.05% |
Max Drawdown (3Y)Largest decline over 3 years | -22.02% | -45.85% | +23.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.32% | -81.44% | +52.12% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | — | — |
Current DrawdownCurrent decline from peak | -14.52% | -37.57% | +23.05% |
Average DrawdownAverage peak-to-trough decline | -12.09% | -44.01% | +31.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.11% | 21.75% | -11.64% |
Volatility
AM.PA vs. VH2.DE - Volatility Comparison
The current volatility for Dassault Aviation SA (AM.PA) is 7.81%, while Friedrich Vorwerk Group SE (VH2.DE) has a volatility of 15.89%. This indicates that AM.PA experiences smaller price fluctuations and is considered to be less risky than VH2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM.PA | VH2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 15.89% | -8.08% |
Volatility (6M)Calculated over the trailing 6-month period | 24.02% | 40.29% | -16.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.73% | 57.29% | -26.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.14% | 52.61% | -23.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.96% | 51.88% | -21.92% |
Dividends
AM.PA vs. VH2.DE - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.61%, less than VH2.DE's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.61% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
VH2.DE Friedrich Vorwerk Group SE | 1.69% | 0.37% | 0.44% | 0.77% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AM.PA vs. VH2.DE - Financials Comparison
This section allows you to compare key financial metrics between Dassault Aviation SA and Friedrich Vorwerk Group SE. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AM.PA and VH2.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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