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CMC.DE vs. BARC.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CMC.DE vs. BARC.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan Chase & Co (CMC.DE) and Barclays plc (BARC.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CMC.DE is traded in EUR, while BARC.L is traded in GBp. To make them comparable, the BARC.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, CMC.DE achieves a -2.54% return, which is significantly lower than BARC.L's -0.52% return.


CMC.DE

1D
4.35%
1M
0.96%
YTD
-2.54%
6M
-0.75%
1Y
17.07%
3Y*
29.90%
5Y*
17.05%
10Y*

BARC.L

1D
0.80%
1M
10.36%
YTD
-0.52%
6M
7.93%
1Y
41.38%
3Y*
48.58%
5Y*
24.50%
10Y*
12.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMC.DE vs. BARC.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CMC.DE
JPMorgan Chase & Co
-2.54%22.97%51.62%27.30%-8.93%39.61%-15.13%5.86%
BARC.L
Barclays plc
-0.52%72.70%91.21%3.90%-16.64%38.09%-19.89%6.78%

Correlation

The correlation between CMC.DE and BARC.L is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.46

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

0.48

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

0.53

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2019

0.56

The correlation between CMC.DE and BARC.L has been stable across timeframes, ranging from 0.46 to 0.56 - a consistent structural relationship.

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Return for Risk

CMC.DE vs. BARC.L — Risk / Return Rank

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

CMC.DE
CMC.DE Risk / Return Rank: 6262
Overall Rank
CMC.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CMC.DE Sortino Ratio Rank: 5757
Sortino Ratio Rank
CMC.DE Omega Ratio Rank: 5656
Omega Ratio Rank
CMC.DE Calmar Ratio Rank: 6565
Calmar Ratio Rank
CMC.DE Martin Ratio Rank: 6565
Martin Ratio Rank

BARC.L
BARC.L Risk / Return Rank: 7777
Overall Rank
BARC.L Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
BARC.L Sortino Ratio Rank: 7777
Sortino Ratio Rank
BARC.L Omega Ratio Rank: 7575
Omega Ratio Rank
BARC.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
BARC.L Martin Ratio Rank: 7777
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.

CMC.DE vs. BARC.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co (CMC.DE) and Barclays plc (BARC.L). 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.


CMC.DEBARC.LDifference
Sharpe ratioReturn per unit of total volatility

-0.61

Sortino ratioReturn per unit of downside risk

-0.81

Omega ratioGain probability vs. loss probability

1.14

1.24

-0.10

Calmar ratioReturn relative to maximum drawdown

1.19

1.65

-0.46

Martin ratioReturn relative to average drawdown

2.69

4.85

-2.17

CMC.DE vs. BARC.L - Sharpe Ratio Comparison

The current CMC.DE Sharpe Ratio is 0.76, which is lower than the BARC.L Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of CMC.DE and BARC.L, 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


CMC.DEBARC.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

1.37

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.77

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.02

+0.53

Drawdowns

CMC.DE vs. BARC.L - Drawdown Comparison

The maximum CMC.DE drawdown since its inception was -41.77%, smaller than the maximum BARC.L drawdown of -93.65%. Use the drawdown chart below to compare losses from any high point for CMC.DE and BARC.L.


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Drawdown Indicators


CMC.DEBARC.LDifference

Max Drawdown

Largest peak-to-trough decline

-41.77%

-93.65%

+51.88%

Max Drawdown (1Y)

Largest decline over 1 year

-14.26%

-24.97%

+10.71%

Max Drawdown (3Y)

Largest decline over 3 years

-27.86%

-25.32%

-2.54%

Max Drawdown (5Y)

Largest decline over 5 years

-27.86%

-38.09%

+10.23%

Max Drawdown (10Y)

Largest decline over 10 years

-64.85%

Current Drawdown

Current decline from peak

-5.98%

-6.69%

+0.71%

Average Drawdown

Average peak-to-trough decline

-10.42%

-58.80%

+48.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.34%

8.50%

-2.16%

Volatility

CMC.DE vs. BARC.L - Volatility Comparison

The current volatility for JPMorgan Chase & Co (CMC.DE) is 7.10%, while Barclays plc (BARC.L) has a volatility of 10.16%. This indicates that CMC.DE experiences smaller price fluctuations and is considered to be less risky than BARC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMC.DEBARC.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.10%

10.16%

-3.06%

Volatility (6M)

Calculated over the trailing 6-month period

17.21%

23.79%

-6.58%

Volatility (1Y)

Calculated over the trailing 1-year period

22.36%

30.18%

-7.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.43%

31.83%

-7.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.68%

36.07%

-7.39%

Dividends

CMC.DE vs. BARC.L - Dividend Comparison

CMC.DE's dividend yield for the trailing twelve months is around 1.63%, less than BARC.L's 1.85% yield.


PositionTTM20252024202320222021202020192018201720162015
BARC.L
Barclays plc
1.85%1.79%3.06%5.01%3.94%1.60%4.09%3.90%2.99%1.48%2.01%2.97%
CMC.DE
JPMorgan Chase & Co
1.63%1.54%1.59%2.12%2.63%1.91%2.69%0.00%0.00%0.00%0.00%0.00%

Financials

CMC.DE vs. BARC.L - Financials Comparison

This section allows you to compare key financial metrics between JPMorgan Chase & Co and Barclays plc. 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. CMC.DE values in EUR, BARC.L values in GBp

Frequently Asked Questions


CMC.DE and BARC.L have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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