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ENR.DE vs. AHYQ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENR.DE vs. AHYQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Siemens Energy AG (ENR.DE) and Amundi MSCI World III UCITS ETF Dist (AHYQ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENR.DE achieves a 23.16% return, which is significantly higher than AHYQ.DE's 11.78% return.


ENR.DE

1D
-0.73%
1M
-8.71%
6M
9.84%
YTD
23.16%
1Y
55.21%
3Y*
111.97%
5Y*
45.70%
10Y*

AHYQ.DE

1D
-1.09%
1M
0.49%
6M
9.09%
YTD
11.78%
1Y
21.96%
3Y*
17.69%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENR.DE vs. AHYQ.DE - Yearly Performance Comparison


2026 (YTD)202520242023
ENR.DE
Siemens Energy AG
23.16%138.98%319.83%-43.42%
AHYQ.DE
Amundi MSCI World III UCITS ETF Dist
11.78%8.12%26.02%13.29%

Correlation

The correlation between ENR.DE and AHYQ.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.57

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

0.48

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2023

0.47

The correlation between ENR.DE and AHYQ.DE shifts across timeframes, from 0.47 (all time) to 0.57 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ENR.DE vs. AHYQ.DE — Risk / Return Rank

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

ENR.DE
ENR.DE Risk / Return Rank: 7777
Overall Rank
ENR.DE Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ENR.DE Sortino Ratio Rank: 7474
Sortino Ratio Rank
ENR.DE Omega Ratio Rank: 7171
Omega Ratio Rank
ENR.DE Calmar Ratio Rank: 7979
Calmar Ratio Rank
ENR.DE Martin Ratio Rank: 8383
Martin Ratio Rank

AHYQ.DE
AHYQ.DE Risk / Return Rank: 8181
Overall Rank
AHYQ.DE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
AHYQ.DE Sortino Ratio Rank: 7777
Sortino Ratio Rank
AHYQ.DE Omega Ratio Rank: 7979
Omega Ratio Rank
AHYQ.DE Calmar Ratio Rank: 8383
Calmar Ratio Rank
AHYQ.DE Martin Ratio Rank: 8787
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.

ENR.DE vs. AHYQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Energy AG (ENR.DE) and Amundi MSCI World III UCITS ETF Dist (AHYQ.DE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ENR.DEAHYQ.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.84

Sortino ratioReturn per unit of downside risk

-0.98

Omega ratioGain probability vs. loss probability

1.20

1.36

-0.16

Calmar ratioReturn relative to maximum drawdown

2.11

3.39

-1.28

Martin ratioReturn relative to average drawdown

6.32

13.71

-7.39

ENR.DE vs. AHYQ.DE - Sharpe Ratio Comparison

The current ENR.DE Sharpe Ratio is 1.10, which is lower than the AHYQ.DE Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of ENR.DE and AHYQ.DE, 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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Drawdowns

ENR.DE vs. AHYQ.DE - Drawdown Comparison

The maximum ENR.DE drawdown since its inception was -79.51%, which is greater than AHYQ.DE's maximum drawdown of -21.77%. Use the drawdown chart below to compare losses from any high point for ENR.DE and AHYQ.DE.


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Drawdown Indicators


ENR.DEAHYQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-79.51%

-21.77%

-57.74%

Max Drawdown (1Y)

Largest decline over 1 year

-26.08%

-6.45%

-19.63%

Max Drawdown (3Y)

Largest decline over 3 years

-56.87%

-21.77%

-35.10%

Max Drawdown (5Y)

Largest decline over 5 years

-72.87%

Current Drawdown

Current decline from peak

-21.30%

-1.13%

-20.17%

Average Drawdown

Average peak-to-trough decline

-28.18%

-2.40%

-25.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.71%

1.60%

+7.11%

Volatility

ENR.DE vs. AHYQ.DE - Volatility Comparison

Siemens Energy AG (ENR.DE) has a higher volatility of 14.94% compared to Amundi MSCI World III UCITS ETF Dist (AHYQ.DE) at 2.74%. This indicates that ENR.DE's price experiences larger fluctuations and is considered to be riskier than AHYQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENR.DEAHYQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.94%

2.74%

+12.20%

Volatility (6M)

Calculated over the trailing 6-month period

37.52%

8.04%

+29.48%

Volatility (1Y)

Calculated over the trailing 1-year period

50.06%

11.44%

+38.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.16%

13.22%

+38.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.48%

13.22%

+37.26%

Dividends

ENR.DE vs. AHYQ.DE - Dividend Comparison

ENR.DE's dividend yield for the trailing twelve months is around 0.47%, less than AHYQ.DE's 1.22% yield.


PositionTTM2025202420232022
AHYQ.DE
Amundi MSCI World III UCITS ETF Dist
1.22%1.37%1.74%1.93%0.00%
ENR.DE
Siemens Energy AG
0.47%0.00%0.00%0.00%0.57%

Frequently Asked Questions


ENR.DE and AHYQ.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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