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CX vs. HOLN.SW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CX vs. HOLN.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CEMEX, S.A.B. de C.V. (CX) and Holcim AG (HOLN.SW). The values are adjusted to include any dividend payments, if applicable.

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CX vs. HOLN.SW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CX
CEMEX, S.A.B. de C.V.
-0.23%105.97%-26.48%91.36%-40.27%31.14%36.77%-19.55%-35.73%-2.86%
HOLN.SW
Holcim AG
-17.10%106.51%27.57%58.01%6.65%-4.38%5.19%51.02%-24.32%10.98%
Different Trading Currencies

CX is traded in USD, while HOLN.SW is traded in CHF. To make them comparable, the HOLN.SW values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CX achieves a -0.23% return, which is significantly higher than HOLN.SW's -17.10% return. Over the past 10 years, CX has underperformed HOLN.SW with an annualized return of 5.99%, while HOLN.SW has yielded a comparatively higher 18.31% annualized return.


CX

1D
6.82%
1M
-8.36%
YTD
-0.23%
6M
27.77%
1Y
105.90%
3Y*
28.41%
5Y*
11.32%
10Y*
5.99%

HOLN.SW

1D
-0.07%
1M
-11.68%
YTD
-17.10%
6M
-3.74%
1Y
54.92%
3Y*
40.56%
5Y*
26.92%
10Y*
18.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CX vs. HOLN.SW — Risk / Return Rank

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

CX
CX Risk / Return Rank: 9595
Overall Rank
CX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CX Sortino Ratio Rank: 9595
Sortino Ratio Rank
CX Omega Ratio Rank: 9494
Omega Ratio Rank
CX Calmar Ratio Rank: 9292
Calmar Ratio Rank
CX Martin Ratio Rank: 9696
Martin Ratio Rank

HOLN.SW
HOLN.SW Risk / Return Rank: 7575
Overall Rank
HOLN.SW Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
HOLN.SW Sortino Ratio Rank: 7575
Sortino Ratio Rank
HOLN.SW Omega Ratio Rank: 7777
Omega Ratio Rank
HOLN.SW Calmar Ratio Rank: 6868
Calmar Ratio Rank
HOLN.SW 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.

CX vs. HOLN.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CEMEX, S.A.B. de C.V. (CX) and Holcim AG (HOLN.SW). 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.


CXHOLN.SWDifference

Sharpe ratio

Return per unit of total volatility

3.02

1.64

+1.38

Sortino ratio

Return per unit of downside risk

3.55

2.34

+1.21

Omega ratio

Gain probability vs. loss probability

1.46

1.33

+0.13

Calmar ratio

Return relative to maximum drawdown

4.34

1.74

+2.60

Martin ratio

Return relative to average drawdown

16.76

5.99

+10.77

CX vs. HOLN.SW - Sharpe Ratio Comparison

The current CX Sharpe Ratio is 3.02, which is higher than the HOLN.SW Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of CX and HOLN.SW, 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


CXHOLN.SWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.02

1.64

+1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

1.05

-0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.14

0.70

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.22

-0.09

Correlation

The correlation between CX and HOLN.SW 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

CX vs. HOLN.SW - Dividend Comparison

CX's dividend yield for the trailing twelve months is around 0.78%, less than HOLN.SW's 2.43% yield.


TTM20252024202320222021202020192018201720162015
CX
CEMEX, S.A.B. de C.V.
0.78%0.76%1.10%0.00%0.00%0.00%0.00%2.64%0.00%0.00%0.00%0.00%
HOLN.SW
Holcim AG
2.43%2.03%3.21%3.79%4.59%4.30%4.11%11.05%4.94%3.64%2.80%7.43%

Drawdowns

CX vs. HOLN.SW - Drawdown Comparison

The maximum CX drawdown since its inception was -92.37%, which is greater than HOLN.SW's maximum drawdown of -75.56%. Use the drawdown chart below to compare losses from any high point for CX and HOLN.SW.


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Drawdown Indicators


CXHOLN.SWDifference

Max Drawdown

Largest peak-to-trough decline

-92.37%

-76.45%

-15.92%

Max Drawdown (1Y)

Largest decline over 1 year

-23.99%

-24.70%

+0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-64.00%

-27.64%

-36.36%

Max Drawdown (10Y)

Largest decline over 10 years

-83.70%

-46.18%

-37.52%

Current Drawdown

Current decline from peak

-45.17%

-20.93%

-24.24%

Average Drawdown

Average peak-to-trough decline

-51.25%

-23.78%

-27.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.21%

7.72%

-1.51%

Volatility

CX vs. HOLN.SW - Volatility Comparison

CEMEX, S.A.B. de C.V. (CX) has a higher volatility of 16.60% compared to Holcim AG (HOLN.SW) at 9.24%. This indicates that CX's price experiences larger fluctuations and is considered to be riskier than HOLN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CXHOLN.SWDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.60%

9.24%

+7.36%

Volatility (6M)

Calculated over the trailing 6-month period

27.44%

22.13%

+5.31%

Volatility (1Y)

Calculated over the trailing 1-year period

35.25%

34.06%

+1.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.10%

25.74%

+14.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.38%

26.41%

+16.97%

Financials

CX vs. HOLN.SW - Financials Comparison

This section allows you to compare key financial metrics between CEMEX, S.A.B. de C.V. and Holcim AG. 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. CX values in USD, HOLN.SW values in CHF