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FRE.DE vs. KSB3.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FRE.DE vs. KSB3.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Fresenius SE & Co. KGaA (FRE.DE) and KSB SE & Co. KGaA (KSB3.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FRE.DE achieves a -24.54% return, which is significantly lower than KSB3.DE's -13.44% return. Over the past 10 years, FRE.DE has underperformed KSB3.DE with an annualized return of -3.97%, while KSB3.DE has yielded a comparatively higher 13.13% annualized return.


FRE.DE

1D
-1.34%
1M
-9.43%
YTD
-24.54%
6M
-22.01%
1Y
-15.01%
3Y*
12.99%
5Y*
-2.14%
10Y*
-3.97%

KSB3.DE

1D
-0.99%
1M
-14.51%
YTD
-13.44%
6M
-12.16%
1Y
6.86%
3Y*
22.91%
5Y*
22.23%
10Y*
13.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FRE.DE vs. KSB3.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRE.DE
Fresenius SE & Co. KGaA
-24.54%49.50%19.49%10.62%-23.79%-4.64%-21.47%20.37%-34.16%-11.69%
KSB3.DE
KSB SE & Co. KGaA
-13.44%65.31%7.68%81.13%-5.95%65.07%-23.70%16.55%-44.60%44.92%

Correlation

The correlation between FRE.DE and KSB3.DE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

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

0.18

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

0.19

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

0.16

Correlation (All Time)
Calculated using the full available price history since Feb 2, 1994

0.11

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Return for Risk

FRE.DE vs. KSB3.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: 1414
Overall Rank
FRE.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
FRE.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
FRE.DE Omega Ratio Rank: 1515
Omega Ratio Rank
FRE.DE Calmar Ratio Rank: 2323
Calmar Ratio Rank
FRE.DE Martin Ratio Rank: 77
Martin Ratio Rank

KSB3.DE
KSB3.DE Risk / Return Rank: 4545
Overall Rank
KSB3.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
KSB3.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
KSB3.DE Omega Ratio Rank: 4343
Omega Ratio Rank
KSB3.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
KSB3.DE Martin Ratio Rank: 4747
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. KSB3.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fresenius SE & Co. KGaA (FRE.DE) and KSB SE & Co. KGaA (KSB3.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.DEKSB3.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.31

Omega ratioGain probability vs. loss probability

0.90

1.07

-0.17

Calmar ratioReturn relative to maximum drawdown

-0.50

0.19

-0.69

Martin ratioReturn relative to average drawdown

-1.43

0.54

-1.97

FRE.DE vs. KSB3.DE - Sharpe Ratio Comparison

The current FRE.DE Sharpe Ratio is -0.67, which is lower than the KSB3.DE Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of FRE.DE and KSB3.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.


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Sharpe Ratios by Period


FRE.DEKSB3.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.67

0.18

-0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.71

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.14

0.42

-0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.21

+0.20

Drawdowns

FRE.DE vs. KSB3.DE - Drawdown Comparison

The maximum FRE.DE drawdown since its inception was -81.25%, which is greater than KSB3.DE's maximum drawdown of -76.10%. Use the drawdown chart below to compare losses from any high point for FRE.DE and KSB3.DE.


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Drawdown Indicators


FRE.DEKSB3.DEDifference

Max Drawdown

Largest peak-to-trough decline

-81.25%

-76.10%

-5.15%

Max Drawdown (1Y)

Largest decline over 1 year

-30.09%

-35.72%

+5.63%

Max Drawdown (3Y)

Largest decline over 3 years

-30.09%

-35.72%

+5.63%

Max Drawdown (5Y)

Largest decline over 5 years

-56.59%

-35.72%

-20.87%

Max Drawdown (10Y)

Largest decline over 10 years

-71.79%

-62.77%

-9.02%

Current Drawdown

Current decline from peak

-44.90%

-33.40%

-11.50%

Average Drawdown

Average peak-to-trough decline

-23.27%

-35.09%

+11.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.46%

12.65%

-2.19%

Volatility

FRE.DE vs. KSB3.DE - Volatility Comparison

The current volatility for Fresenius SE & Co. KGaA (FRE.DE) is 8.35%, while KSB SE & Co. KGaA (KSB3.DE) has a volatility of 12.16%. This indicates that FRE.DE experiences smaller price fluctuations and is considered to be less risky than KSB3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRE.DEKSB3.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.35%

12.16%

-3.81%

Volatility (6M)

Calculated over the trailing 6-month period

18.91%

34.44%

-15.53%

Volatility (1Y)

Calculated over the trailing 1-year period

22.31%

38.86%

-16.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.39%

31.08%

-5.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.41%

30.93%

-3.52%

Dividends

FRE.DE vs. KSB3.DE - Dividend Comparison

FRE.DE's dividend yield for the trailing twelve months is around 2.92%, less than KSB3.DE's 3.33% yield.


PositionTTM20252024202320222021202020192018201720162015
FRE.DE
Fresenius SE & Co. KGaA
2.92%2.04%0.00%3.28%3.50%2.49%4.44%1.59%1.77%0.95%0.74%0.58%
KSB3.DE
KSB SE & Co. KGaA
3.33%2.79%4.38%3.40%3.66%1.16%3.88%2.18%4.70%1.13%1.62%2.36%

Financials

FRE.DE vs. KSB3.DE - Financials Comparison

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

Frequently Asked Questions


FRE.DE and KSB3.DE have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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