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CFRUY vs. GS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CFRUY vs. GS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Compagnie Financiere Richemont (CFRUY) and The Goldman Sachs Group, Inc. (GS). The values are adjusted to include any dividend payments, if applicable.

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CFRUY vs. GS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFRUY
Compagnie Financiere Richemont
-17.93%44.64%12.76%10.15%-10.95%70.67%15.96%23.07%-27.42%39.00%
GS
The Goldman Sachs Group, Inc.
-3.25%56.64%52.03%15.91%-7.87%47.61%17.45%40.48%-33.53%7.73%

Fundamentals

Total Revenue (TTM)

CFRUY:

$42.33B

GS:

$125.10B

Gross Profit (TTM)

CFRUY:

$28.56B

GS:

$57.17B

EBITDA (TTM)

CFRUY:

$11.82B

GS:

$21.81B

Returns By Period

In the year-to-date period, CFRUY achieves a -17.93% return, which is significantly lower than GS's -3.25% return. Over the past 10 years, CFRUY has underperformed GS with an annualized return of 13.17%, while GS has yielded a comparatively higher 20.59% annualized return.


CFRUY

1D
3.94%
1M
-12.96%
YTD
-17.93%
6M
-7.54%
1Y
3.86%
3Y*
6.00%
5Y*
15.49%
10Y*
13.17%

GS

1D
4.75%
1M
-1.06%
YTD
-3.25%
6M
7.32%
1Y
58.07%
3Y*
40.67%
5Y*
23.83%
10Y*
20.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CFRUY vs. GS — Risk / Return Rank

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

CFRUY
CFRUY Risk / Return Rank: 4242
Overall Rank
CFRUY Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
CFRUY Sortino Ratio Rank: 4040
Sortino Ratio Rank
CFRUY Omega Ratio Rank: 4040
Omega Ratio Rank
CFRUY Calmar Ratio Rank: 4242
Calmar Ratio Rank
CFRUY Martin Ratio Rank: 4242
Martin Ratio Rank

GS
GS Risk / Return Rank: 8787
Overall Rank
GS Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
GS Sortino Ratio Rank: 8585
Sortino Ratio Rank
GS Omega Ratio Rank: 8686
Omega Ratio Rank
GS Calmar Ratio Rank: 8686
Calmar Ratio Rank
GS Martin Ratio Rank: 8989
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.

CFRUY vs. GS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Compagnie Financiere Richemont (CFRUY) and The Goldman Sachs Group, Inc. (GS). 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.


CFRUYGSDifference

Sharpe ratio

Return per unit of total volatility

0.12

1.82

-1.69

Sortino ratio

Return per unit of downside risk

0.40

2.35

-1.95

Omega ratio

Gain probability vs. loss probability

1.05

1.33

-0.28

Calmar ratio

Return relative to maximum drawdown

0.02

3.04

-3.02

Martin ratio

Return relative to average drawdown

0.06

9.70

-9.64

CFRUY vs. GS - Sharpe Ratio Comparison

The current CFRUY Sharpe Ratio is 0.12, which is lower than the GS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of CFRUY and GS, 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


CFRUYGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

1.82

-1.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.87

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.70

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.31

+0.09

Correlation

The correlation between CFRUY and GS is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CFRUY vs. GS - Dividend Comparison

CFRUY's dividend yield for the trailing twelve months is around 2.10%, more than GS's 1.83% yield.


TTM20252024202320222021202020192018201720162015
CFRUY
Compagnie Financiere Richemont
2.10%1.72%2.13%2.86%2.57%1.45%1.17%1.49%1.76%1.19%4.42%2.53%
GS
The Goldman Sachs Group, Inc.
1.83%1.59%2.01%2.72%2.62%1.70%1.90%1.80%1.89%1.14%1.09%1.41%

Drawdowns

CFRUY vs. GS - Drawdown Comparison

The maximum CFRUY drawdown since its inception was -48.02%, smaller than the maximum GS drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for CFRUY and GS.


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Drawdown Indicators


CFRUYGSDifference

Max Drawdown

Largest peak-to-trough decline

-48.02%

-78.84%

+30.82%

Max Drawdown (1Y)

Largest decline over 1 year

-25.50%

-19.42%

-6.08%

Max Drawdown (5Y)

Largest decline over 5 years

-39.18%

-32.84%

-6.34%

Max Drawdown (10Y)

Largest decline over 10 years

-48.02%

-48.75%

+0.73%

Current Drawdown

Current decline from peak

-19.68%

-12.85%

-6.83%

Average Drawdown

Average peak-to-trough decline

-14.80%

-22.75%

+7.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.49%

6.08%

+3.41%

Volatility

CFRUY vs. GS - Volatility Comparison

Compagnie Financiere Richemont (CFRUY) has a higher volatility of 11.02% compared to The Goldman Sachs Group, Inc. (GS) at 9.44%. This indicates that CFRUY's price experiences larger fluctuations and is considered to be riskier than GS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CFRUYGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.02%

9.44%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

21.46%

21.70%

-0.24%

Volatility (1Y)

Calculated over the trailing 1-year period

31.71%

32.11%

-0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.63%

27.68%

+7.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.98%

29.71%

+3.27%

Financials

CFRUY vs. GS - Financials Comparison

This section allows you to compare key financial metrics between Compagnie Financiere Richemont and The Goldman Sachs Group, Inc.. 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


10.00B15.00B20.00B25.00B30.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
11.32B
30.13B
(CFRUY) Total Revenue
(GS) Total Revenue
Values in USD except per share items