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CFR.SW vs. KER.PA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CFR.SW vs. KER.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Compagnie Financière Richemont SA (CFR.SW) and Kering SA (KER.PA). The values are adjusted to include any dividend payments, if applicable.

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CFR.SW vs. KER.PA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFR.SW
Compagnie Financière Richemont SA
-19.47%27.29%21.98%-0.50%-9.56%74.64%7.45%23.87%-26.93%33.67%
KER.PA
Kering SA
-15.19%29.13%-37.00%-19.23%-34.49%15.54%2.77%40.12%9.88%104.93%
Different Trading Currencies

CFR.SW is traded in CHF, while KER.PA is traded in EUR. To make them comparable, the KER.PA values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, CFR.SW achieves a -19.47% return, which is significantly lower than KER.PA's -15.19% return. Over the past 10 years, CFR.SW has outperformed KER.PA with an annualized return of 11.03%, while KER.PA has yielded a comparatively lower 6.59% annualized return.


CFR.SW

1D
0.98%
1M
-11.89%
YTD
-19.47%
6M
-8.61%
1Y
-7.58%
3Y*
0.74%
5Y*
11.31%
10Y*
11.03%

KER.PA

1D
0.93%
1M
-8.74%
YTD
-15.19%
6M
-9.78%
1Y
33.17%
3Y*
-24.13%
5Y*
-16.49%
10Y*
6.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CFR.SW vs. KER.PA — Risk / Return Rank

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

CFR.SW
CFR.SW Risk / Return Rank: 2626
Overall Rank
CFR.SW Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
CFR.SW Sortino Ratio Rank: 2727
Sortino Ratio Rank
CFR.SW Omega Ratio Rank: 2727
Omega Ratio Rank
CFR.SW Calmar Ratio Rank: 2626
Calmar Ratio Rank
CFR.SW Martin Ratio Rank: 2222
Martin Ratio Rank

KER.PA
KER.PA Risk / Return Rank: 7171
Overall Rank
KER.PA Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
KER.PA Sortino Ratio Rank: 7070
Sortino Ratio Rank
KER.PA Omega Ratio Rank: 6565
Omega Ratio Rank
KER.PA Calmar Ratio Rank: 7272
Calmar Ratio Rank
KER.PA Martin Ratio Rank: 7373
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.

CFR.SW vs. KER.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Compagnie Financière Richemont SA (CFR.SW) and Kering SA (KER.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.


CFR.SWKER.PADifference

Sharpe ratio

Return per unit of total volatility

-0.25

0.79

-1.04

Sortino ratio

Return per unit of downside risk

-0.16

1.41

-1.57

Omega ratio

Gain probability vs. loss probability

0.98

1.16

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.48

1.34

-1.82

Martin ratio

Return relative to average drawdown

-1.09

3.47

-4.55

CFR.SW vs. KER.PA - Sharpe Ratio Comparison

The current CFR.SW Sharpe Ratio is -0.25, which is lower than the KER.PA Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of CFR.SW and KER.PA, 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


CFR.SWKER.PADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

0.79

-1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

-0.46

+0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.19

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.10

+0.25

Correlation

The correlation between CFR.SW and KER.PA is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CFR.SW vs. KER.PA - Dividend Comparison

CFR.SW's dividend yield for the trailing twelve months is around 2.17%, more than KER.PA's 2.05% yield.


TTM20252024202320222021202020192018201720162015
CFR.SW
Compagnie Financière Richemont SA
2.17%1.74%1.99%3.02%2.71%1.46%1.67%2.63%3.02%2.04%2.52%2.22%
KER.PA
Kering SA
2.05%1.99%5.88%3.51%2.52%1.13%1.35%1.79%1.42%1.17%1.88%2.53%

Drawdowns

CFR.SW vs. KER.PA - Drawdown Comparison

The maximum CFR.SW drawdown since its inception was -73.71%, smaller than the maximum KER.PA drawdown of -81.11%. Use the drawdown chart below to compare losses from any high point for CFR.SW and KER.PA.


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Drawdown Indicators


CFR.SWKER.PADifference

Max Drawdown

Largest peak-to-trough decline

-73.71%

-85.03%

+11.32%

Max Drawdown (1Y)

Largest decline over 1 year

-26.10%

-32.30%

+6.20%

Max Drawdown (5Y)

Largest decline over 5 years

-36.61%

-78.17%

+41.56%

Max Drawdown (10Y)

Largest decline over 10 years

-47.58%

-78.17%

+30.59%

Current Drawdown

Current decline from peak

-23.53%

-63.38%

+39.85%

Average Drawdown

Average peak-to-trough decline

-18.13%

-30.13%

+12.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.61%

12.52%

-0.91%

Volatility

CFR.SW vs. KER.PA - Volatility Comparison

The current volatility for Compagnie Financière Richemont SA (CFR.SW) is 10.29%, while Kering SA (KER.PA) has a volatility of 11.51%. This indicates that CFR.SW experiences smaller price fluctuations and is considered to be less risky than KER.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CFR.SWKER.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

10.29%

11.51%

-1.22%

Volatility (6M)

Calculated over the trailing 6-month period

21.42%

27.85%

-6.43%

Volatility (1Y)

Calculated over the trailing 1-year period

30.44%

41.59%

-11.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.89%

35.26%

-1.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.69%

33.34%

-2.65%

Financials

CFR.SW vs. KER.PA - Financials Comparison

This section allows you to compare key financial metrics between Compagnie Financière Richemont SA and Kering SA. 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. CFR.SW values in CHF, KER.PA values in EUR