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ESENSE.HE vs. OMXS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESENSE.HE vs. OMXS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Enersense International Oyj (ESENSE.HE) and iShares OMX Stockholm Capped UCITS ETF (OMXS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ESENSE.HE is traded in EUR, while OMXS.L is traded in GBp. To make them comparable, the OMXS.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ESENSE.HE achieves a -1.25% return, which is significantly lower than OMXS.L's 8.60% return.


ESENSE.HE

1D
0.25%
1M
22.67%
YTD
-1.25%
6M
-2.23%
1Y
71.00%
3Y*
-9.76%
5Y*
-15.89%
10Y*

OMXS.L

1D
-0.13%
1M
-1.33%
YTD
8.60%
6M
11.55%
1Y
21.87%
3Y*
14.42%
5Y*
5.47%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESENSE.HE vs. OMXS.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ESENSE.HE
Enersense International Oyj
-1.25%50.94%-38.94%-22.12%-15.60%-17.59%366.29%-45.23%-38.68%
OMXS.L
iShares OMX Stockholm Capped UCITS ETF
8.60%19.51%4.46%17.40%-25.23%32.51%17.30%28.67%-6.26%

Correlation

The correlation between ESENSE.HE and OMXS.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2018

0.15

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Return for Risk

ESENSE.HE vs. OMXS.L — Risk / Return Rank

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

ESENSE.HE
ESENSE.HE Risk / Return Rank: 8181
Overall Rank
ESENSE.HE Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ESENSE.HE Sortino Ratio Rank: 8686
Sortino Ratio Rank
ESENSE.HE Omega Ratio Rank: 7979
Omega Ratio Rank
ESENSE.HE Calmar Ratio Rank: 7777
Calmar Ratio Rank
ESENSE.HE Martin Ratio Rank: 7777
Martin Ratio Rank

OMXS.L
OMXS.L Risk / Return Rank: 4141
Overall Rank
OMXS.L Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
OMXS.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
OMXS.L Omega Ratio Rank: 4141
Omega Ratio Rank
OMXS.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
OMXS.L Martin Ratio Rank: 4242
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.

ESENSE.HE vs. OMXS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Enersense International Oyj (ESENSE.HE) and iShares OMX Stockholm Capped UCITS ETF (OMXS.L). 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.


ESENSE.HEOMXS.LDifference
Sharpe ratioReturn per unit of total volatility

+0.47

Sortino ratioReturn per unit of downside risk

+0.91

Omega ratioGain probability vs. loss probability

1.30

1.22

+0.08

Calmar ratioReturn relative to maximum drawdown

2.31

1.70

+0.61

Martin ratioReturn relative to average drawdown

5.37

6.20

-0.83

ESENSE.HE vs. OMXS.L - Sharpe Ratio Comparison

The current ESENSE.HE Sharpe Ratio is 1.68, which is higher than the OMXS.L Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of ESENSE.HE and OMXS.L, 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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Sharpe Ratios by Period


ESENSE.HEOMXS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

1.21

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

0.26

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

0.46

-0.52

Drawdowns

ESENSE.HE vs. OMXS.L - Drawdown Comparison

The maximum ESENSE.HE drawdown since its inception was -83.36%, which is greater than OMXS.L's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for ESENSE.HE and OMXS.L.


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Drawdown Indicators


ESENSE.HEOMXS.LDifference

Max Drawdown

Largest peak-to-trough decline

-83.36%

-35.59%

-47.77%

Max Drawdown (1Y)

Largest decline over 1 year

-32.31%

-13.01%

-19.30%

Max Drawdown (3Y)

Largest decline over 3 years

-70.41%

-19.26%

-51.15%

Max Drawdown (5Y)

Largest decline over 5 years

-83.36%

-35.29%

-48.07%

Current Drawdown

Current decline from peak

-65.32%

-2.67%

-62.65%

Average Drawdown

Average peak-to-trough decline

-50.65%

-9.05%

-41.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.87%

3.58%

+10.29%

Volatility

ESENSE.HE vs. OMXS.L - Volatility Comparison

Enersense International Oyj (ESENSE.HE) has a higher volatility of 17.05% compared to iShares OMX Stockholm Capped UCITS ETF (OMXS.L) at 6.42%. This indicates that ESENSE.HE's price experiences larger fluctuations and is considered to be riskier than OMXS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESENSE.HEOMXS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.05%

6.42%

+10.63%

Volatility (6M)

Calculated over the trailing 6-month period

28.88%

15.10%

+13.78%

Volatility (1Y)

Calculated over the trailing 1-year period

44.59%

18.37%

+26.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.53%

21.21%

+24.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.72%

20.52%

+35.20%

Dividends

ESENSE.HE vs. OMXS.L - Dividend Comparison

Neither ESENSE.HE nor OMXS.L has paid dividends to shareholders.


PositionTTM2025202420232022
ESENSE.HE
Enersense International Oyj
0.00%0.00%0.00%2.30%1.76%
OMXS.L
iShares OMX Stockholm Capped UCITS ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ESENSE.HE and OMXS.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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