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EXO.AS vs. MF.PA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

EXO.AS vs. MF.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Exor N.V. (EXO.AS) and Wendel (MF.PA). The values are adjusted to include any dividend payments, if applicable.

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EXO.AS vs. MF.PA - Yearly Performance Comparison


2026 (YTD)2025202420232022
EXO.AS
Exor N.V.
-7.66%-17.71%-1.72%33.25%3.30%
MF.PA
Wendel
-3.71%-4.97%20.37%-4.44%3.44%

Returns By Period

In the year-to-date period, EXO.AS achieves a -7.66% return, which is significantly lower than MF.PA's -3.71% return.


EXO.AS

1D
1.90%
1M
-7.47%
YTD
-7.66%
6M
-20.07%
1Y
-19.99%
3Y*
-3.59%
5Y*
10Y*

MF.PA

1D
2.86%
1M
-9.34%
YTD
-3.71%
6M
-0.74%
1Y
-4.97%
3Y*
-1.95%
5Y*
-1.91%
10Y*
1.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EXO.AS vs. MF.PA — Risk / Return Rank

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

EXO.AS
EXO.AS Risk / Return Rank: 1717
Overall Rank
EXO.AS Sharpe Ratio Rank: 88
Sharpe Ratio Rank
EXO.AS Sortino Ratio Rank: 1111
Sortino Ratio Rank
EXO.AS Omega Ratio Rank: 1111
Omega Ratio Rank
EXO.AS Calmar Ratio Rank: 2828
Calmar Ratio Rank
EXO.AS Martin Ratio Rank: 2828
Martin Ratio Rank

MF.PA
MF.PA Risk / Return Rank: 3434
Overall Rank
MF.PA Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
MF.PA Sortino Ratio Rank: 2727
Sortino Ratio Rank
MF.PA Omega Ratio Rank: 2626
Omega Ratio Rank
MF.PA Calmar Ratio Rank: 4343
Calmar Ratio Rank
MF.PA 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.

EXO.AS vs. MF.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exor N.V. (EXO.AS) and Wendel (MF.PA). 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.


EXO.ASMF.PADifference

Sharpe ratio

Return per unit of total volatility

-0.81

-0.20

-0.61

Sortino ratio

Return per unit of downside risk

-0.97

-0.10

-0.87

Omega ratio

Gain probability vs. loss probability

0.87

0.99

-0.11

Calmar ratio

Return relative to maximum drawdown

-0.39

0.12

-0.51

Martin ratio

Return relative to average drawdown

-0.77

0.22

-0.99

EXO.AS vs. MF.PA - Sharpe Ratio Comparison

The current EXO.AS Sharpe Ratio is -0.81, which is lower than the MF.PA Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of EXO.AS and MF.PA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EXO.ASMF.PADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.81

-0.20

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.29

-0.25

Correlation

The correlation between EXO.AS and MF.PA is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EXO.AS vs. MF.PA - Dividend Comparison

EXO.AS's dividend yield for the trailing twelve months is around 0.73%, less than MF.PA's 7.83% yield.


TTM20252024202320222021202020192018201720162015
EXO.AS
Exor N.V.
0.73%0.68%0.52%0.49%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MF.PA
Wendel
7.83%7.54%4.30%3.97%3.44%2.75%2.86%2.36%2.53%1.63%1.88%1.82%

Drawdowns

EXO.AS vs. MF.PA - Drawdown Comparison

The maximum EXO.AS drawdown since its inception was -39.28%, smaller than the maximum MF.PA drawdown of -88.69%. Use the drawdown chart below to compare losses from any high point for EXO.AS and MF.PA.


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Drawdown Indicators


EXO.ASMF.PADifference

Max Drawdown

Largest peak-to-trough decline

-39.28%

-88.69%

+49.41%

Max Drawdown (1Y)

Largest decline over 1 year

-30.69%

-18.93%

-11.76%

Max Drawdown (5Y)

Largest decline over 5 years

-42.07%

Max Drawdown (10Y)

Largest decline over 10 years

-56.93%

Current Drawdown

Current decline from peak

-35.87%

-30.05%

-5.82%

Average Drawdown

Average peak-to-trough decline

-10.54%

-24.68%

+14.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.37%

10.57%

+4.80%

Volatility

EXO.AS vs. MF.PA - Volatility Comparison

Exor N.V. (EXO.AS) has a higher volatility of 9.13% compared to Wendel (MF.PA) at 8.56%. This indicates that EXO.AS's price experiences larger fluctuations and is considered to be riskier than MF.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXO.ASMF.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

9.13%

8.56%

+0.57%

Volatility (6M)

Calculated over the trailing 6-month period

18.30%

18.00%

+0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

24.57%

25.00%

-0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.67%

23.43%

-1.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.67%

25.34%

-3.67%

Financials

EXO.AS vs. MF.PA - Financials Comparison

This section allows you to compare key financial metrics between Exor N.V. and Wendel. 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 EUR except per share items