FUN vs. BKR
FUN (Cedar Fair, L.P.) and BKR (Baker Hughes Company) are both stocks. FUN operates in Leisure (Consumer Cyclical), while BKR operates in Oil & Gas Equipment & Services (Energy). Over the past 5 years, FUN returned -11.16%/yr vs 22.39%/yr for BKR. At a 0.20 correlation, their price movements are largely independent.
Performance
FUN vs. BKR - Performance Comparison
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Returns By Period
In the year-to-date period, FUN achieves a 52.80% return, which is significantly higher than BKR's 39.64% return.
FUN
- 1D
- -3.90%
- 1M
- 9.94%
- YTD
- 52.80%
- 6M
- 57.21%
- 1Y
- -21.53%
- 3Y*
- -16.99%
- 5Y*
- -11.16%
- 10Y*
- -5.82%
BKR
- 1D
- -0.54%
- 1M
- -1.53%
- YTD
- 39.64%
- 6M
- 35.70%
- 1Y
- 64.52%
- 3Y*
- 30.72%
- 5Y*
- 22.39%
- 10Y*
- —
FUN vs. BKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 52.80% | -68.17% | 26.39% | -0.96% | -16.23% | 27.25% | -27.49% | 25.65% | -22.66% | -7.14% |
BKR Baker Hughes Company | 39.64% | 13.39% | 23.11% | 18.58% | 25.96% | 19.03% | -15.15% | 23.01% | -30.43% | -21.62% |
Correlation
The correlation between FUN and BKR is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2017 | 0.20 |
The correlation between FUN and BKR shifts across timeframes, from 0.06 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
FUN:
$2.38B
BKR:
$62.89B
FUN:
-$16.06
BKR:
$3.14
FUN:
0.82
BKR:
2.25
FUN:
0.26
BKR:
2.85
FUN:
$2.90B
BKR:
$27.89B
FUN:
$1.59B
BKR:
$6.57B
FUN:
-$733.45M
BKR:
$4.20B
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Return for Risk
FUN vs. BKR — Risk / Return Rank
FUN
BKR
FUN vs. BKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cedar Fair, L.P. (FUN) and Baker Hughes Company (BKR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FUN | BKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.40 | ||
| Sortino ratioReturn per unit of downside risk | -2.87 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.34 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 3.95 | -4.38 |
| Martin ratioReturn relative to average drawdown | -0.66 | 11.78 | -12.44 |
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Drawdowns
FUN vs. BKR - Drawdown Comparison
The maximum FUN drawdown since its inception was -77.75%, roughly equal to the maximum BKR drawdown of -75.38%. Use the drawdown chart below to compare losses from any high point for FUN and BKR.
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Drawdown Indicators
| FUN | BKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.75% | -75.38% | -2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -61.05% | -16.86% | -44.19% |
Max Drawdown (3Y)Largest decline over 3 years | -77.74% | -28.00% | -49.74% |
Max Drawdown (5Y)Largest decline over 5 years | -77.74% | -46.53% | -31.21% |
Max Drawdown (10Y)Largest decline over 10 years | -77.75% | — | — |
Current DrawdownCurrent decline from peak | -59.33% | -9.07% | -50.26% |
Average DrawdownAverage peak-to-trough decline | -19.87% | -24.66% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.79% | 5.64% | +34.15% |
Volatility
FUN vs. BKR - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 15.26% compared to Baker Hughes Company (BKR) at 11.29%. This indicates that FUN's price experiences larger fluctuations and is considered to be riskier than BKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUN | BKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.26% | 11.29% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 44.94% | 24.84% | +20.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.85% | 33.14% | +33.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.02% | 35.09% | +8.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.15% | 40.20% | +4.95% |
Dividends
FUN vs. BKR - Dividend Comparison
FUN has not paid dividends to shareholders, while BKR's dividend yield for the trailing twelve months is around 1.46%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKR Baker Hughes Company | 1.46% | 2.02% | 2.05% | 2.28% | 2.47% | 2.99% | 3.45% | 2.81% | 3.35% | 56.42% | 0.00% | 0.00% |
FUN Cedar Fair, L.P. | 0.00% | 0.00% | 4.42% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% |
Financials
FUN vs. BKR - Financials Comparison
This section allows you to compare key financial metrics between Cedar Fair, L.P. and Baker Hughes Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
FUN and BKR have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUN has higher volatility (15.26%) compared to BKR (11.29%). In terms of maximum drawdown, FUN dropped -77.75% vs BKR's -75.38%.
BKR currently has the higher Sharpe Ratio (2.01 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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