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FCC.MC vs. NVS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FCC.MC vs. NVS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Fomento de Construcciones y Contratas, S.A. (FCC.MC) and Novartis AG (NVS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

FCC.MC is traded in EUR, while NVS is traded in USD. To make them comparable, the NVS values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, FCC.MC achieves a 5.63% return, which is significantly lower than NVS's 13.67% return. Both investments have delivered pretty close results over the past 10 years, with FCC.MC having a 10.50% annualized return and NVS not far behind at 10.01%.


FCC.MC

1D
-0.68%
1M
3.74%
YTD
5.63%
6M
1.75%
1Y
-2.29%
3Y*
24.49%
5Y*
12.87%
10Y*
10.50%

NVS

1D
1.32%
1M
2.52%
YTD
13.67%
6M
17.52%
1Y
29.62%
3Y*
15.50%
5Y*
16.16%
10Y*
10.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCC.MC vs. NVS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCC.MC
Fomento de Construcciones y Contratas, S.A.
5.63%28.19%-11.26%70.94%-17.74%30.10%-16.61%-3.98%35.64%14.24%
NVS
Novartis AG
13.67%29.51%6.62%12.65%14.76%3.55%-5.17%16.49%10.92%4.74%

Correlation

The correlation between FCC.MC and NVS is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

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

0.06

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

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2007

0.12

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Return for Risk

FCC.MC vs. NVS — Risk / Return Rank

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

FCC.MC
FCC.MC Risk / Return Rank: 3535
Overall Rank
FCC.MC Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FCC.MC Sortino Ratio Rank: 3131
Sortino Ratio Rank
FCC.MC Omega Ratio Rank: 3030
Omega Ratio Rank
FCC.MC Calmar Ratio Rank: 3838
Calmar Ratio Rank
FCC.MC Martin Ratio Rank: 3939
Martin Ratio Rank

NVS
NVS Risk / Return Rank: 7878
Overall Rank
NVS Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
NVS Sortino Ratio Rank: 7777
Sortino Ratio Rank
NVS Omega Ratio Rank: 7575
Omega Ratio Rank
NVS Calmar Ratio Rank: 7878
Calmar Ratio Rank
NVS Martin Ratio Rank: 7878
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.

FCC.MC vs. NVS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fomento de Construcciones y Contratas, S.A. (FCC.MC) and Novartis AG (NVS). 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.


FCC.MCNVSDifference
Sharpe ratioReturn per unit of total volatility

-1.59

Sortino ratioReturn per unit of downside risk

-2.07

Omega ratioGain probability vs. loss probability

1.00

1.27

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.08

2.57

-2.65

Martin ratioReturn relative to average drawdown

-0.13

6.62

-6.75

FCC.MC vs. NVS - Sharpe Ratio Comparison

The current FCC.MC Sharpe Ratio is -0.07, which is lower than the NVS Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of FCC.MC and NVS, 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


FCC.MCNVSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.07

1.51

-1.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.88

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.51

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.54

-0.36

Drawdowns

FCC.MC vs. NVS - Drawdown Comparison

The maximum FCC.MC drawdown since its inception was -87.82%, which is greater than NVS's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FCC.MC and NVS.


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Drawdown Indicators


FCC.MCNVSDifference

Max Drawdown

Largest peak-to-trough decline

-87.82%

-34.96%

-52.86%

Max Drawdown (1Y)

Largest decline over 1 year

-18.24%

-11.59%

-6.65%

Max Drawdown (3Y)

Largest decline over 3 years

-22.60%

-14.97%

-7.63%

Max Drawdown (5Y)

Largest decline over 5 years

-31.29%

-14.97%

-16.32%

Max Drawdown (10Y)

Largest decline over 10 years

-44.95%

-25.54%

-19.41%

Current Drawdown

Current decline from peak

-47.45%

-6.54%

-40.91%

Average Drawdown

Average peak-to-trough decline

-48.20%

-9.62%

-38.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.78%

4.49%

+7.29%

Volatility

FCC.MC vs. NVS - Volatility Comparison

The current volatility for Fomento de Construcciones y Contratas, S.A. (FCC.MC) is 3.78%, while Novartis AG (NVS) has a volatility of 6.33%. This indicates that FCC.MC experiences smaller price fluctuations and is considered to be less risky than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCC.MCNVSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

6.33%

-2.55%

Volatility (6M)

Calculated over the trailing 6-month period

14.23%

13.66%

+0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

20.20%

19.66%

+0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.19%

18.33%

+7.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.01%

19.66%

+8.35%

Dividends

FCC.MC vs. NVS - Dividend Comparison

FCC.MC's dividend yield for the trailing twelve months is around 3.48%, more than NVS's 3.20% yield.


PositionTTM20252024202320222021202020192018201720162015
FCC.MC
Fomento de Construcciones y Contratas, S.A.
3.48%3.68%4.23%2.78%3.67%2.92%3.68%2.97%0.00%0.00%0.00%0.00%
NVS
Novartis AG
3.20%2.90%3.84%3.44%3.70%3.86%3.22%3.03%3.47%3.24%3.73%3.10%

Financials

FCC.MC vs. NVS - Financials Comparison

This section allows you to compare key financial metrics between Fomento de Construcciones y Contratas, S.A. and Novartis AG. 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


Please note, different currencies. FCC.MC values in EUR, NVS values in USD

Frequently Asked Questions


FCC.MC and NVS have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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