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BN.PA vs. ^FCHI
Performance
Return for Risk
Drawdowns
Volatility

Performance

BN.PA vs. ^FCHI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Danone S.A. (BN.PA) and CAC 40 (^FCHI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BN.PA achieves a -14.20% return, which is significantly lower than ^FCHI's 1.16% return. Over the past 10 years, BN.PA has underperformed ^FCHI with an annualized return of 3.37%, while ^FCHI has yielded a comparatively higher 6.42% annualized return.


BN.PA

1D
-1.00%
1M
-1.24%
YTD
-14.20%
6M
-13.45%
1Y
-11.43%
3Y*
7.89%
5Y*
5.04%
10Y*
3.37%

^FCHI

1D
1.15%
1M
2.26%
YTD
1.16%
6M
1.51%
1Y
5.63%
3Y*
4.61%
5Y*
4.82%
10Y*
6.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BN.PA vs. ^FCHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BN.PA
Danone S.A.
-14.20%21.29%15.04%23.27%-6.58%4.99%-24.68%23.45%-9.49%19.29%
^FCHI
CAC 40
1.16%10.42%-2.15%16.52%-9.50%28.85%-7.14%26.37%-10.95%9.26%

Correlation

The correlation between BN.PA and ^FCHI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Dec 3, 1991

0.54

Over the past year, the correlation between BN.PA and ^FCHI has dropped to 0.26 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.

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Return for Risk

BN.PA vs. ^FCHI — Risk / Return Rank

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

BN.PA
BN.PA Risk / Return Rank: 1919
Overall Rank
BN.PA Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BN.PA Sortino Ratio Rank: 1818
Sortino Ratio Rank
BN.PA Omega Ratio Rank: 1818
Omega Ratio Rank
BN.PA Calmar Ratio Rank: 2222
Calmar Ratio Rank
BN.PA Martin Ratio Rank: 1616
Martin Ratio Rank

^FCHI
^FCHI Risk / Return Rank: 2828
Overall Rank
^FCHI Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
^FCHI Sortino Ratio Rank: 2626
Sortino Ratio Rank
^FCHI Omega Ratio Rank: 2828
Omega Ratio Rank
^FCHI Calmar Ratio Rank: 2727
Calmar Ratio Rank
^FCHI Martin Ratio Rank: 3030
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.

BN.PA vs. ^FCHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Danone S.A. (BN.PA) and CAC 40 (^FCHI). 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.


BN.PA^FCHIDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

0.92

1.08

-0.16

Calmar ratioReturn relative to maximum drawdown

-0.54

0.50

-1.05

Martin ratioReturn relative to average drawdown

-1.18

1.47

-2.66

BN.PA vs. ^FCHI - Sharpe Ratio Comparison

The current BN.PA Sharpe Ratio is -0.51, which is lower than the ^FCHI Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of BN.PA and ^FCHI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BN.PA^FCHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.51

0.39

-0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.29

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.36

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.21

+0.08

Drawdowns

BN.PA vs. ^FCHI - Drawdown Comparison

The maximum BN.PA drawdown since its inception was -46.10%, smaller than the maximum ^FCHI drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for BN.PA and ^FCHI.


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Drawdown Indicators


BN.PA^FCHIDifference

Max Drawdown

Largest peak-to-trough decline

-46.10%

-65.29%

+19.19%

Max Drawdown (1Y)

Largest decline over 1 year

-20.77%

-11.08%

-9.69%

Max Drawdown (3Y)

Largest decline over 3 years

-20.77%

-16.71%

-4.06%

Max Drawdown (5Y)

Largest decline over 5 years

-26.95%

-23.04%

-3.91%

Max Drawdown (10Y)

Largest decline over 10 years

-40.87%

-38.56%

-2.31%

Current Drawdown

Current decline from peak

-17.23%

-4.37%

-12.86%

Average Drawdown

Average peak-to-trough decline

-14.16%

-23.50%

+9.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.50%

3.80%

+5.70%

Volatility

BN.PA vs. ^FCHI - Volatility Comparison

Danone S.A. (BN.PA) has a higher volatility of 8.08% compared to CAC 40 (^FCHI) at 4.33%. This indicates that BN.PA's price experiences larger fluctuations and is considered to be riskier than ^FCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BN.PA^FCHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.08%

4.33%

+3.75%

Volatility (6M)

Calculated over the trailing 6-month period

18.51%

11.19%

+7.32%

Volatility (1Y)

Calculated over the trailing 1-year period

22.29%

14.20%

+8.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.58%

16.42%

+2.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.27%

17.71%

+1.56%

Frequently Asked Questions


BN.PA and ^FCHI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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