PortfoliosLab logoPortfoliosLab logo
ENR.DE vs. PPFB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENR.DE vs. PPFB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Siemens Energy AG (ENR.DE) and iShares Physical Gold ETC (PPFB.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ENR.DE achieves a 28.10% return, which is significantly higher than PPFB.DE's 2.74% return.


ENR.DE

1D
4.48%
1M
-13.35%
YTD
28.10%
6M
29.12%
1Y
79.97%
3Y*
86.70%
5Y*
44.76%
10Y*

PPFB.DE

1D
0.61%
1M
-4.00%
YTD
2.74%
6M
5.47%
1Y
31.35%
3Y*
28.05%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021
ENR.DE
Siemens Energy AG
28.10%138.98%319.83%-31.74%-21.43%-1.88%
PPFB.DE
iShares Physical Gold ETC
2.74%49.11%34.17%9.42%7.03%2.86%

Correlation

The correlation between ENR.DE and PPFB.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.11

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2021

0.07

The correlation between ENR.DE and PPFB.DE shifts across timeframes, from 0.07 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

ENR.DE vs. PPFB.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: 8383
Overall Rank
ENR.DE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ENR.DE Sortino Ratio Rank: 8181
Sortino Ratio Rank
ENR.DE Omega Ratio Rank: 7777
Omega Ratio Rank
ENR.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
ENR.DE Martin Ratio Rank: 9090
Martin Ratio Rank

PPFB.DE
PPFB.DE Risk / Return Rank: 3636
Overall Rank
PPFB.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
PPFB.DE Sortino Ratio Rank: 3434
Sortino Ratio Rank
PPFB.DE Omega Ratio Rank: 4040
Omega Ratio Rank
PPFB.DE Calmar Ratio Rank: 3737
Calmar Ratio Rank
PPFB.DE Martin Ratio Rank: 3232
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. PPFB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Energy AG (ENR.DE) and iShares Physical Gold ETC (PPFB.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.DEPPFB.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.27

1.26

+0.01

Calmar ratioReturn relative to maximum drawdown

3.05

1.81

+1.24

Martin ratioReturn relative to average drawdown

10.84

4.60

+6.24

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

The current ENR.DE Sharpe Ratio is 1.63, which is comparable to the PPFB.DE Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of ENR.DE and PPFB.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.


Loading charts...

Drawdowns

ENR.DE vs. PPFB.DE - Drawdown Comparison

The maximum ENR.DE drawdown since its inception was -79.51%, which is greater than PPFB.DE's maximum drawdown of -16.60%. Use the drawdown chart below to compare losses from any high point for ENR.DE and PPFB.DE.


Loading charts...

Drawdown Indicators


ENR.DEPPFB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-79.51%

-16.60%

-62.91%

Max Drawdown (1Y)

Largest decline over 1 year

-26.08%

-16.60%

-9.48%

Max Drawdown (3Y)

Largest decline over 3 years

-71.01%

-16.60%

-54.41%

Max Drawdown (5Y)

Largest decline over 5 years

-74.46%

Current Drawdown

Current decline from peak

-18.14%

-15.00%

-3.14%

Average Drawdown

Average peak-to-trough decline

-28.41%

-4.42%

-23.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.35%

6.55%

+0.80%

Volatility

ENR.DE vs. PPFB.DE - Volatility Comparison

Siemens Energy AG (ENR.DE) has a higher volatility of 15.19% compared to iShares Physical Gold ETC (PPFB.DE) at 5.11%. This indicates that ENR.DE's price experiences larger fluctuations and is considered to be riskier than PPFB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ENR.DEPPFB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.19%

5.11%

+10.08%

Volatility (6M)

Calculated over the trailing 6-month period

36.28%

20.18%

+16.10%

Volatility (1Y)

Calculated over the trailing 1-year period

48.84%

23.12%

+25.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.08%

16.13%

+35.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.48%

16.13%

+34.35%

Dividends

ENR.DE vs. PPFB.DE - Dividend Comparison

ENR.DE's dividend yield for the trailing twelve months is around 0.46%, while PPFB.DE has not paid dividends to shareholders.


PositionTTM2025202420232022
ENR.DE
Siemens Energy AG
0.46%0.00%0.00%0.00%0.57%
PPFB.DE
iShares Physical Gold ETC
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ENR.DE and PPFB.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for ENR.DE and PPFB.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer