PortfoliosLab logoPortfoliosLab logo
FRE.DE vs. JNJ.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FRE.DE vs. JNJ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Fresenius SE & Co. KGaA (FRE.DE) and Johnson & Johnson (JNJ.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FRE.DE vs. JNJ.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRE.DE
Fresenius SE & Co. KGaA
-11.02%49.50%19.49%10.62%-23.79%-4.64%-21.47%20.37%-34.16%-11.69%
JNJ.DE
Johnson & Johnson
20.84%30.54%0.74%-12.09%11.51%22.86%-1.21%19.77%-2.99%8.31%

Returns By Period

In the year-to-date period, FRE.DE achieves a -11.02% return, which is significantly lower than JNJ.DE's 20.84% return. Over the past 10 years, FRE.DE has underperformed JNJ.DE with an annualized return of -2.05%, while JNJ.DE has yielded a comparatively higher 10.97% annualized return.


FRE.DE

1D
-0.84%
1M
-9.60%
YTD
-11.02%
6M
-7.30%
1Y
12.95%
3Y*
22.85%
5Y*
5.05%
10Y*
-2.05%

JNJ.DE

1D
0.64%
1M
0.64%
YTD
20.84%
6M
35.25%
1Y
51.72%
3Y*
16.89%
5Y*
11.60%
10Y*
10.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

FRE.DE vs. JNJ.DE — Risk / Return Rank

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

FRE.DE
FRE.DE Risk / Return Rank: 5555
Overall Rank
FRE.DE Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FRE.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
FRE.DE Omega Ratio Rank: 5050
Omega Ratio Rank
FRE.DE Calmar Ratio Rank: 5656
Calmar Ratio Rank
FRE.DE Martin Ratio Rank: 6161
Martin Ratio Rank

JNJ.DE
JNJ.DE Risk / Return Rank: 9595
Overall Rank
JNJ.DE Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
JNJ.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
JNJ.DE Omega Ratio Rank: 9494
Omega Ratio Rank
JNJ.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
JNJ.DE Martin Ratio Rank: 9595
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.

FRE.DE vs. JNJ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fresenius SE & Co. KGaA (FRE.DE) and Johnson & Johnson (JNJ.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.


FRE.DEJNJ.DEDifference

Sharpe ratio

Return per unit of total volatility

0.56

2.74

-2.19

Sortino ratio

Return per unit of downside risk

0.87

3.62

-2.75

Omega ratio

Gain probability vs. loss probability

1.11

1.49

-0.38

Calmar ratio

Return relative to maximum drawdown

0.75

6.16

-5.41

Martin ratio

Return relative to average drawdown

2.29

16.97

-14.68

FRE.DE vs. JNJ.DE - Sharpe Ratio Comparison

The current FRE.DE Sharpe Ratio is 0.56, which is lower than the JNJ.DE Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of FRE.DE and JNJ.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FRE.DEJNJ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

2.74

-2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.67

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

0.60

-0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.36

+0.06

Correlation

The correlation between FRE.DE and JNJ.DE is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FRE.DE vs. JNJ.DE - Dividend Comparison

FRE.DE's dividend yield for the trailing twelve months is around 2.29%, more than JNJ.DE's 1.83% yield.


TTM20252024202320222021202020192018201720162015
FRE.DE
Fresenius SE & Co. KGaA
2.29%2.04%0.00%3.28%3.50%2.49%4.44%1.59%1.77%0.95%0.74%0.58%
JNJ.DE
Johnson & Johnson
1.83%2.24%2.83%2.66%2.22%2.49%2.41%2.23%2.34%2.14%2.22%2.40%

Drawdowns

FRE.DE vs. JNJ.DE - Drawdown Comparison

The maximum FRE.DE drawdown since its inception was -81.25%, which is greater than JNJ.DE's maximum drawdown of -49.53%. Use the drawdown chart below to compare losses from any high point for FRE.DE and JNJ.DE.


Loading graphics...

Drawdown Indicators


FRE.DEJNJ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-81.25%

-49.53%

-31.72%

Max Drawdown (1Y)

Largest decline over 1 year

-16.39%

-10.02%

-6.37%

Max Drawdown (5Y)

Largest decline over 5 years

-56.59%

-21.11%

-35.48%

Max Drawdown (10Y)

Largest decline over 10 years

-71.79%

-24.08%

-47.71%

Current Drawdown

Current decline from peak

-35.03%

-0.12%

-34.91%

Average Drawdown

Average peak-to-trough decline

-23.19%

-18.57%

-4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.39%

2.97%

+2.42%

Volatility

FRE.DE vs. JNJ.DE - Volatility Comparison

Fresenius SE & Co. KGaA (FRE.DE) has a higher volatility of 7.18% compared to Johnson & Johnson (JNJ.DE) at 5.44%. This indicates that FRE.DE's price experiences larger fluctuations and is considered to be riskier than JNJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FRE.DEJNJ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

5.44%

+1.74%

Volatility (6M)

Calculated over the trailing 6-month period

16.96%

12.02%

+4.94%

Volatility (1Y)

Calculated over the trailing 1-year period

23.19%

18.87%

+4.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.25%

17.04%

+8.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.29%

18.18%

+9.11%

Financials

FRE.DE vs. JNJ.DE - Financials Comparison

This section allows you to compare key financial metrics between Fresenius SE & Co. KGaA and Johnson & Johnson. 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