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DANOY vs. ROG.SW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DANOY vs. ROG.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Danone PK (DANOY) and Roche Holding AG (ROG.SW). The values are adjusted to include any dividend payments, if applicable.

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DANOY vs. ROG.SW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DANOY
Danone PK
-11.25%38.50%7.31%27.31%-12.04%-2.22%-17.69%21.25%-14.17%40.92%
ROG.SW
Roche Holding AG
-1.97%51.50%1.32%-4.13%-22.24%21.93%11.70%35.26%1.39%14.44%
Different Trading Currencies

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

Returns By Period

In the year-to-date period, DANOY achieves a -11.25% return, which is significantly lower than ROG.SW's -1.97% return. Over the past 10 years, DANOY has underperformed ROG.SW with an annualized return of 5.18%, while ROG.SW has yielded a comparatively higher 8.55% annualized return.


DANOY

1D
1.52%
1M
-6.65%
YTD
-11.25%
6M
-8.57%
1Y
7.50%
3Y*
12.29%
5Y*
6.55%
10Y*
5.18%

ROG.SW

1D
1.56%
1M
-14.87%
YTD
-1.97%
6M
24.47%
1Y
23.77%
3Y*
15.88%
5Y*
7.56%
10Y*
8.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DANOY vs. ROG.SW — Risk / Return Rank

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

DANOY
DANOY Risk / Return Rank: 5050
Overall Rank
DANOY Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
DANOY Sortino Ratio Rank: 4545
Sortino Ratio Rank
DANOY Omega Ratio Rank: 4545
Omega Ratio Rank
DANOY Calmar Ratio Rank: 5252
Calmar Ratio Rank
DANOY Martin Ratio Rank: 5454
Martin Ratio Rank

ROG.SW
ROG.SW Risk / Return Rank: 5050
Overall Rank
ROG.SW Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
ROG.SW Sortino Ratio Rank: 4848
Sortino Ratio Rank
ROG.SW Omega Ratio Rank: 4747
Omega Ratio Rank
ROG.SW Calmar Ratio Rank: 5252
Calmar Ratio Rank
ROG.SW Martin Ratio Rank: 5151
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.

DANOY vs. ROG.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Danone PK (DANOY) and Roche Holding AG (ROG.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.


DANOYROG.SWDifference

Sharpe ratio

Return per unit of total volatility

0.33

0.78

-0.45

Sortino ratio

Return per unit of downside risk

0.62

1.25

-0.63

Omega ratio

Gain probability vs. loss probability

1.08

1.16

-0.08

Calmar ratio

Return relative to maximum drawdown

0.45

1.11

-0.66

Martin ratio

Return relative to average drawdown

1.17

3.46

-2.29

DANOY vs. ROG.SW - Sharpe Ratio Comparison

The current DANOY Sharpe Ratio is 0.33, which is lower than the ROG.SW Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of DANOY and ROG.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


DANOYROG.SWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.33

0.78

-0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.35

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.41

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.36

-0.24

Correlation

The correlation between DANOY and ROG.SW is 0.34, 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

DANOY vs. ROG.SW - Dividend Comparison

DANOY's dividend yield for the trailing twelve months is around 2.94%, less than ROG.SW's 3.14% yield.


TTM20252024202320222021202020192018201720162015
DANOY
Danone PK
2.94%2.61%3.40%3.36%3.98%3.77%3.61%2.62%3.32%4.78%5.83%2.42%
ROG.SW
Roche Holding AG
3.14%2.96%3.76%3.89%3.20%2.40%2.91%2.77%3.41%3.33%3.48%2.89%

Drawdowns

DANOY vs. ROG.SW - Drawdown Comparison

The maximum DANOY drawdown since its inception was -53.64%, which is greater than ROG.SW's maximum drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for DANOY and ROG.SW.


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Drawdown Indicators


DANOYROG.SWDifference

Max Drawdown

Largest peak-to-trough decline

-53.64%

-58.88%

+5.24%

Max Drawdown (1Y)

Largest decline over 1 year

-17.07%

-19.49%

+2.42%

Max Drawdown (5Y)

Largest decline over 5 years

-37.81%

-42.26%

+4.45%

Max Drawdown (10Y)

Largest decline over 10 years

-43.32%

-42.26%

-1.06%

Current Drawdown

Current decline from peak

-13.79%

-14.02%

+0.23%

Average Drawdown

Average peak-to-trough decline

-18.44%

-16.06%

-2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.49%

10.22%

-3.73%

Volatility

DANOY vs. ROG.SW - Volatility Comparison

Danone PK (DANOY) and Roche Holding AG (ROG.SW) have volatilities of 7.58% and 7.81%, 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


DANOYROG.SWDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

7.81%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

17.10%

19.06%

-1.96%

Volatility (1Y)

Calculated over the trailing 1-year period

23.10%

27.77%

-4.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.52%

21.97%

-1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.47%

20.72%

+0.75%

Financials

DANOY vs. ROG.SW - Financials Comparison

This section allows you to compare key financial metrics between Danone PK and Roche Holding 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. DANOY values in USD, ROG.SW values in CHF