DIE.BR vs. SOF.BR
Compare and contrast key facts about D'Ieteren Group SA (DIE.BR) and Sofina Société Anonyme (SOF.BR).
Performance
DIE.BR vs. SOF.BR - Performance Comparison
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DIE.BR vs. SOF.BR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIE.BR D'Ieteren Group SA | 5.07% | -3.37% | 47.12% | 0.52% | 5.85% | 156.69% | 10.29% | 95.16% | -2.17% | -8.69% |
SOF.BR Sofina Société Anonyme | -13.28% | 14.69% | -1.67% | 11.35% | -51.87% | 57.46% | 45.69% | 17.98% | 28.72% | 6.66% |
Returns By Period
In the year-to-date period, DIE.BR achieves a 5.07% return, which is significantly higher than SOF.BR's -13.28% return. Over the past 10 years, DIE.BR has outperformed SOF.BR with an annualized return of 24.70%, while SOF.BR has yielded a comparatively lower 8.98% annualized return.
DIE.BR
- 1D
- -1.76%
- 1M
- -7.49%
- YTD
- 5.07%
- 6M
- 0.25%
- 1Y
- -0.88%
- 3Y*
- 14.53%
- 5Y*
- 26.81%
- 10Y*
- 24.70%
SOF.BR
- 1D
- -0.28%
- 1M
- -10.82%
- YTD
- -13.28%
- 6M
- -17.04%
- 1Y
- -8.19%
- 3Y*
- 1.62%
- 5Y*
- -4.80%
- 10Y*
- 8.98%
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Return for Risk
DIE.BR vs. SOF.BR — Risk / Return Rank
DIE.BR
SOF.BR
DIE.BR vs. SOF.BR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for D'Ieteren Group SA (DIE.BR) and Sofina Société Anonyme (SOF.BR). 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.
| DIE.BR | SOF.BR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | -0.31 | +0.28 |
Sortino ratioReturn per unit of downside risk | 0.15 | -0.25 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.97 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.12 | +0.34 |
Martin ratioReturn relative to average drawdown | 0.88 | 0.27 | +0.61 |
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
| DIE.BR | SOF.BR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.31 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | -0.17 | +0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.36 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.40 | +0.07 |
Correlation
The correlation between DIE.BR and SOF.BR is 0.26, 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
DIE.BR vs. SOF.BR - Dividend Comparison
DIE.BR's dividend yield for the trailing twelve months is around 0.99%, less than SOF.BR's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIE.BR D'Ieteren Group SA | 0.99% | 1.04% | 48.38% | 1.70% | 1.17% | 0.79% | 1.47% | 1.60% | 11.54% | 2.53% | 2.14% | 2.32% |
SOF.BR Sofina Société Anonyme | 1.62% | 1.41% | 1.52% | 1.43% | 1.51% | 0.69% | 1.04% | 1.44% | 1.60% | 1.94% | 1.94% | 2.19% |
Drawdowns
DIE.BR vs. SOF.BR - Drawdown Comparison
The maximum DIE.BR drawdown since its inception was -83.27%, which is greater than SOF.BR's maximum drawdown of -59.53%. Use the drawdown chart below to compare losses from any high point for DIE.BR and SOF.BR.
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Drawdown Indicators
| DIE.BR | SOF.BR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.27% | -59.53% | -23.74% |
Max Drawdown (1Y)Largest decline over 1 year | -24.27% | -26.62% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -59.53% | +26.50% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -59.53% | +16.74% |
Current DrawdownCurrent decline from peak | -18.29% | -47.89% | +29.60% |
Average DrawdownAverage peak-to-trough decline | -29.48% | -17.10% | -12.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.65% | 11.54% | +1.11% |
Volatility
DIE.BR vs. SOF.BR - Volatility Comparison
D'Ieteren Group SA (DIE.BR) and Sofina Société Anonyme (SOF.BR) have volatilities of 9.66% and 10.08%, 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
| DIE.BR | SOF.BR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 10.08% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | 15.83% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.57% | 26.51% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.77% | 28.45% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.34% | 24.80% | +7.54% |
Financials
DIE.BR vs. SOF.BR - Financials Comparison
This section allows you to compare key financial metrics between D'Ieteren Group SA and Sofina Société Anonyme. 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