CFR.SW vs. LVMUY
CFR.SW (Compagnie Financière Richemont SA) and LVMUY (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) are both stocks. Both operate in the Luxury Goods industry within the Consumer Cyclical sector. Over the past 10 years, CFR.SW returned 13.59%/yr vs 12.51%/yr for LVMUY. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
CFR.SW vs. LVMUY - Performance Comparison
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Different Trading Currencies
CFR.SW is traded in CHF, while LVMUY is traded in USD. To make them comparable, the LVMUY 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 -4.13% return, which is significantly higher than LVMUY's -28.27% return. Over the past 10 years, CFR.SW has outperformed LVMUY with an annualized return of 13.59%, while LVMUY has yielded a comparatively lower 12.51% annualized return.
CFR.SW
- 1D
- -1.46%
- 1M
- 12.90%
- YTD
- -4.13%
- 6M
- -4.96%
- 1Y
- 9.63%
- 3Y*
- 6.81%
- 5Y*
- 10.54%
- 10Y*
- 13.59%
LVMUY
- 1D
- -2.74%
- 1M
- 3.81%
- YTD
- -28.27%
- 6M
- -27.26%
- 1Y
- -2.67%
- 3Y*
- -17.68%
- 5Y*
- -8.17%
- 10Y*
- 12.51%
CFR.SW vs. LVMUY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFR.SW Compagnie Financière Richemont SA | -4.13% | 27.29% | 21.98% | -0.50% | -9.56% | 74.64% | 7.45% | 23.87% | -26.93% | 33.67% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -28.27% | 3.20% | -11.54% | 3.69% | -9.62% | 38.08% | 25.42% | 59.54% | 2.59% | 52.73% |
Correlation
The correlation between CFR.SW and LVMUY is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2007 | 0.55 |
The correlation between CFR.SW and LVMUY has been stable across timeframes, ranging from 0.55 to 0.62 - a consistent structural relationship.
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Return for Risk
CFR.SW vs. LVMUY — Risk / Return Rank
CFR.SW
LVMUY
CFR.SW vs. LVMUY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Compagnie Financière Richemont SA (CFR.SW) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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.SW | LVMUY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.01 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | -0.08 | +0.46 |
| Martin ratioReturn relative to average drawdown | 0.94 | -0.17 | +1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CFR.SW | LVMUY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | -0.09 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | -0.26 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.41 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.20 | +0.16 |
Drawdowns
CFR.SW vs. LVMUY - Drawdown Comparison
The maximum CFR.SW drawdown since its inception was -73.71%, smaller than the maximum LVMUY drawdown of -79.18%. Use the drawdown chart below to compare losses from any high point for CFR.SW and LVMUY.
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Drawdown Indicators
| CFR.SW | LVMUY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.71% | -79.18% | +5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -26.10% | -32.12% | +6.02% |
Max Drawdown (3Y)Largest decline over 3 years | -30.21% | -50.42% | +20.21% |
Max Drawdown (5Y)Largest decline over 5 years | -36.61% | -52.02% | +15.41% |
Max Drawdown (10Y)Largest decline over 10 years | -47.58% | -52.02% | +4.44% |
Current DrawdownCurrent decline from peak | -8.96% | -49.24% | +40.28% |
Average DrawdownAverage peak-to-trough decline | -18.11% | -25.04% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.45% | 16.03% | -5.58% |
Volatility
CFR.SW vs. LVMUY - Volatility Comparison
Compagnie Financière Richemont SA (CFR.SW) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) have volatilities of 9.45% and 9.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFR.SW | LVMUY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.45% | 9.91% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 22.36% | 21.73% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 31.10% | -2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.17% | 31.33% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.82% | 30.54% | +0.28% |
Dividends
CFR.SW vs. LVMUY - Dividend Comparison
CFR.SW's dividend yield for the trailing twelve months is around 1.82%, less than LVMUY's 2.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFR.SW Compagnie Financière Richemont SA | 1.82% | 1.74% | 1.99% | 3.02% | 2.71% | 1.46% | 1.67% | 2.63% | 3.02% | 2.04% | 2.52% | 2.22% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.82% | 1.92% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 2.67% | 4.16% | 12.95% |
Financials
CFR.SW vs. LVMUY - Financials Comparison
This section allows you to compare key financial metrics between Compagnie Financière Richemont SA and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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
CFR.SW and LVMUY have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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