PortfoliosLab logoPortfoliosLab logo
CASH vs. SU.PA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CASH vs. SU.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Meta Financial Group, Inc. (CASH) and Schneider Electric S.E. (SU.PA). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

CASH is traded in USD, while SU.PA is traded in EUR. To make them comparable, the SU.PA values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with CASH having a 15.67% return and SU.PA slightly lower at 15.28%. Over the past 10 years, CASH has underperformed SU.PA with an annualized return of 17.45%, while SU.PA has yielded a comparatively higher 20.39% annualized return.


CASH

1D
-2.54%
1M
2.73%
YTD
15.67%
6M
11.54%
1Y
10.58%
3Y*
19.67%
5Y*
9.35%
10Y*
17.45%

SU.PA

1D
2.05%
1M
2.14%
YTD
15.28%
6M
11.50%
1Y
24.91%
3Y*
22.61%
5Y*
16.60%
10Y*
20.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CASH vs. SU.PA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CASH
Meta Financial Group, Inc.
15.67%-3.25%39.47%23.45%-27.48%63.82%0.94%89.68%-36.81%-9.39%
SU.PA
Schneider Electric S.E.
15.28%12.59%26.19%46.36%-27.10%38.52%45.34%54.98%-17.23%25.79%

Correlation

The correlation between CASH and SU.PA is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.06

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

0.17

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

0.25

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

0.22

Correlation (All Time)
Calculated using the full available price history since Jun 5, 2007

0.17

The correlation between CASH and SU.PA shifts across timeframes, from 0.06 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

CASH vs. SU.PA — Risk / Return Rank

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

CASH
CASH Risk / Return Rank: 5252
Overall Rank
CASH Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
CASH Sortino Ratio Rank: 4848
Sortino Ratio Rank
CASH Omega Ratio Rank: 4949
Omega Ratio Rank
CASH Calmar Ratio Rank: 5353
Calmar Ratio Rank
CASH Martin Ratio Rank: 5353
Martin Ratio Rank

SU.PA
SU.PA Risk / Return Rank: 6565
Overall Rank
SU.PA Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SU.PA Sortino Ratio Rank: 6262
Sortino Ratio Rank
SU.PA Omega Ratio Rank: 5959
Omega Ratio Rank
SU.PA Calmar Ratio Rank: 6868
Calmar Ratio Rank
SU.PA Martin Ratio Rank: 6969
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.

CASH vs. SU.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Meta Financial Group, Inc. (CASH) and Schneider Electric S.E. (SU.PA). 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.


CASHSU.PADifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-0.59

Omega ratioGain probability vs. loss probability

1.09

1.15

-0.06

Calmar ratioReturn relative to maximum drawdown

0.48

1.21

-0.74

Martin ratioReturn relative to average drawdown

0.95

3.21

-2.26

CASH vs. SU.PA - Sharpe Ratio Comparison

The current CASH Sharpe Ratio is 0.37, which is lower than the SU.PA Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CASH and SU.PA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CASH vs. SU.PA - Drawdown Comparison

The maximum CASH drawdown since its inception was -83.66%, which is greater than SU.PA's maximum drawdown of -62.85%. Use the drawdown chart below to compare losses from any high point for CASH and SU.PA.


Loading charts...

Drawdown Indicators


CASHSU.PADifference

Max Drawdown

Largest peak-to-trough decline

-83.66%

-62.85%

-20.81%

Max Drawdown (1Y)

Largest decline over 1 year

-22.21%

-20.24%

-1.97%

Max Drawdown (3Y)

Largest decline over 3 years

-25.20%

-28.35%

+3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-50.84%

-44.80%

-6.04%

Max Drawdown (10Y)

Largest decline over 10 years

-64.90%

-44.80%

-20.10%

Current Drawdown

Current decline from peak

-17.86%

-6.23%

-11.63%

Average Drawdown

Average peak-to-trough decline

-22.88%

-13.77%

-9.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.12%

7.69%

+3.43%

Volatility

CASH vs. SU.PA - Volatility Comparison

The current volatility for Meta Financial Group, Inc. (CASH) is 7.63%, while Schneider Electric S.E. (SU.PA) has a volatility of 10.99%. This indicates that CASH experiences smaller price fluctuations and is considered to be less risky than SU.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CASHSU.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.63%

10.99%

-3.36%

Volatility (6M)

Calculated over the trailing 6-month period

22.75%

26.04%

-3.29%

Volatility (1Y)

Calculated over the trailing 1-year period

28.84%

33.13%

-4.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.64%

31.52%

+2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.31%

29.23%

+12.08%

Dividends

CASH vs. SU.PA - Dividend Comparison

CASH's dividend yield for the trailing twelve months is around 0.24%, less than SU.PA's 1.55% yield.


PositionTTM20252024202320222021202020192018201720162015
CASH
Meta Financial Group, Inc.
0.24%0.28%0.27%0.38%0.46%0.34%0.55%0.55%0.96%0.56%0.51%1.13%
SU.PA
Schneider Electric S.E.
1.55%1.66%1.45%1.73%2.22%1.51%2.16%2.57%3.68%2.88%3.03%2.59%

Financials

CASH vs. SU.PA - Financials Comparison

This section allows you to compare key financial metrics between Meta Financial Group, Inc. and Schneider Electric S.E.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. CASH values in USD, SU.PA values in EUR

Frequently Asked Questions


CASH and SU.PA have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for CASH and SU.PA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer