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ELUXY vs. WHR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ELUXY and WHR is 0.32, 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.


-0.50.00.51.00.3

Performance

ELUXY vs. WHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Electrolux AB Class B ADR (ELUXY) and Whirlpool Corporation (WHR). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
-4.50%
11.79%
ELUXY
WHR

Key characteristics

Sharpe Ratio

ELUXY:

-0.09

WHR:

0.11

Sortino Ratio

ELUXY:

0.16

WHR:

0.49

Omega Ratio

ELUXY:

1.02

WHR:

1.07

Calmar Ratio

ELUXY:

-0.05

WHR:

0.08

Martin Ratio

ELUXY:

-0.31

WHR:

0.35

Ulcer Index

ELUXY:

11.66%

WHR:

13.91%

Daily Std Dev

ELUXY:

41.53%

WHR:

43.43%

Max Drawdown

ELUXY:

-76.95%

WHR:

-82.49%

Current Drawdown

ELUXY:

-63.79%

WHR:

-49.69%

Fundamentals

Market Cap

ELUXY:

$2.47B

WHR:

$5.87B

EPS

ELUXY:

-$0.96

WHR:

-$5.87

PEG Ratio

ELUXY:

0.00

WHR:

1.65

Total Revenue (TTM)

ELUXY:

$136.15B

WHR:

$16.61B

Gross Profit (TTM)

ELUXY:

$20.30B

WHR:

$2.58B

EBITDA (TTM)

ELUXY:

$7.37B

WHR:

$990.00M

Returns By Period

In the year-to-date period, ELUXY achieves a 11.00% return, which is significantly higher than WHR's -7.35% return. Over the past 10 years, ELUXY has underperformed WHR with an annualized return of -6.95%, while WHR has yielded a comparatively higher -3.36% annualized return.


ELUXY

YTD

11.00%

1M

-4.44%

6M

-4.49%

1Y

5.92%

5Y*

-9.46%

10Y*

-6.95%

WHR

YTD

-7.35%

1M

-19.63%

6M

11.79%

1Y

3.17%

5Y*

-2.09%

10Y*

-3.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

ELUXY vs. WHR — Risk-Adjusted Performance Rank

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

ELUXY
The Risk-Adjusted Performance Rank of ELUXY is 4040
Overall Rank
The Sharpe Ratio Rank of ELUXY is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of ELUXY is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ELUXY is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ELUXY is 4343
Calmar Ratio Rank
The Martin Ratio Rank of ELUXY is 4040
Martin Ratio Rank

WHR
The Risk-Adjusted Performance Rank of WHR is 4949
Overall Rank
The Sharpe Ratio Rank of WHR is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of WHR is 4646
Sortino Ratio Rank
The Omega Ratio Rank of WHR is 4646
Omega Ratio Rank
The Calmar Ratio Rank of WHR is 5050
Calmar Ratio Rank
The Martin Ratio Rank of WHR is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ELUXY vs. WHR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Electrolux AB Class B ADR (ELUXY) and Whirlpool Corporation (WHR). 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.


Sharpe ratio
The chart of Sharpe ratio for ELUXY, currently valued at 0.18, compared to the broader market-2.000.002.000.180.11
The chart of Sortino ratio for ELUXY, currently valued at 0.51, compared to the broader market-4.00-2.000.002.004.006.000.510.49
The chart of Omega ratio for ELUXY, currently valued at 1.07, compared to the broader market0.501.001.502.001.071.07
The chart of Calmar ratio for ELUXY, currently valued at 0.10, compared to the broader market0.002.004.006.000.100.08
The chart of Martin ratio for ELUXY, currently valued at 0.65, compared to the broader market-10.000.0010.0020.0030.000.650.35
ELUXY
WHR

The current ELUXY Sharpe Ratio is -0.09, which is lower than the WHR Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of ELUXY and WHR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.50SeptemberOctoberNovemberDecember2025February
0.18
0.11
ELUXY
WHR

Dividends

ELUXY vs. WHR - Dividend Comparison

ELUXY has not paid dividends to shareholders, while WHR's dividend yield for the trailing twelve months is around 6.60%.


TTM20242023202220212020201920182017201620152014
ELUXY
Electrolux AB Class B ADR
0.00%0.00%0.00%7.13%12.04%14.89%3.72%4.67%3.23%3.23%3.21%3.44%
WHR
Whirlpool Corporation
6.60%6.11%5.75%4.95%2.32%2.69%3.22%4.26%2.55%2.15%2.35%1.48%

Drawdowns

ELUXY vs. WHR - Drawdown Comparison

The maximum ELUXY drawdown since its inception was -76.95%, smaller than the maximum WHR drawdown of -82.49%. Use the drawdown chart below to compare losses from any high point for ELUXY and WHR. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%SeptemberOctoberNovemberDecember2025February
-63.79%
-49.69%
ELUXY
WHR

Volatility

ELUXY vs. WHR - Volatility Comparison

The current volatility for Electrolux AB Class B ADR (ELUXY) is 10.13%, while Whirlpool Corporation (WHR) has a volatility of 19.98%. This indicates that ELUXY experiences smaller price fluctuations and is considered to be less risky than WHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
10.13%
19.98%
ELUXY
WHR

Financials

ELUXY vs. WHR - Financials Comparison

This section allows you to compare key financial metrics between Electrolux AB Class B ADR and Whirlpool Corporation. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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