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GEBN.SW vs. BAS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GEBN.SW vs. BAS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Geberit AG (GEBN.SW) and BASF SE (BAS.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

GEBN.SW is traded in CHF, while BAS.DE is traded in EUR. To make them comparable, the BAS.DE values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, GEBN.SW achieves a -16.31% return, which is significantly lower than BAS.DE's 17.66% return. Over the past 10 years, GEBN.SW has outperformed BAS.DE with an annualized return of 5.44%, while BAS.DE has yielded a comparatively lower 0.58% annualized return.


GEBN.SW

1D
0.60%
1M
-2.69%
YTD
-16.31%
6M
-15.71%
1Y
-16.39%
3Y*
3.00%
5Y*
-2.82%
10Y*
5.44%

BAS.DE

1D
-0.22%
1M
-3.77%
YTD
17.66%
6M
17.85%
1Y
23.62%
3Y*
6.42%
5Y*
-3.33%
10Y*
0.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GEBN.SW vs. BAS.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GEBN.SW
Geberit AG
-16.31%23.27%-2.03%26.95%-40.23%37.01%4.90%45.90%-8.67%7.65%
BAS.DE
BASF SE
17.66%9.01%-5.58%6.29%-23.01%-4.41%3.20%12.52%-34.33%17.48%

Correlation

The correlation between GEBN.SW and BAS.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.38

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

0.39

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

0.43

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2007

0.49

Over the past year, the correlation between GEBN.SW and BAS.DE has dropped to 0.19 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

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Return for Risk

GEBN.SW vs. BAS.DE — Risk / Return Rank

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

GEBN.SW
GEBN.SW Risk / Return Rank: 99
Overall Rank
GEBN.SW Sharpe Ratio Rank: 88
Sharpe Ratio Rank
GEBN.SW Sortino Ratio Rank: 99
Sortino Ratio Rank
GEBN.SW Omega Ratio Rank: 1111
Omega Ratio Rank
GEBN.SW Calmar Ratio Rank: 1414
Calmar Ratio Rank
GEBN.SW Martin Ratio Rank: 33
Martin Ratio Rank

BAS.DE
BAS.DE Risk / Return Rank: 6969
Overall Rank
BAS.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BAS.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
BAS.DE Omega Ratio Rank: 6262
Omega Ratio Rank
BAS.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
BAS.DE Martin Ratio Rank: 7070
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.

GEBN.SW vs. BAS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Geberit AG (GEBN.SW) and BASF SE (BAS.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.


GEBN.SWBAS.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.74

Sortino ratioReturn per unit of downside risk

-2.62

Omega ratioGain probability vs. loss probability

0.87

1.16

-0.30

Calmar ratioReturn relative to maximum drawdown

-0.73

1.65

-2.38

Martin ratioReturn relative to average drawdown

-1.66

3.21

-4.88

GEBN.SW vs. BAS.DE - Sharpe Ratio Comparison

The current GEBN.SW Sharpe Ratio is -0.84, which is lower than the BAS.DE Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of GEBN.SW and BAS.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


GEBN.SWBAS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.84

0.89

-1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.11

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

0.02

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.07

+0.44

Drawdowns

GEBN.SW vs. BAS.DE - Drawdown Comparison

The maximum GEBN.SW drawdown since its inception was -56.70%, smaller than the maximum BAS.DE drawdown of -64.99%. Use the drawdown chart below to compare losses from any high point for GEBN.SW and BAS.DE.


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Drawdown Indicators


GEBN.SWBAS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-56.70%

-64.99%

+8.29%

Max Drawdown (1Y)

Largest decline over 1 year

-22.66%

-14.29%

-8.37%

Max Drawdown (3Y)

Largest decline over 3 years

-22.66%

-28.38%

+5.72%

Max Drawdown (5Y)

Largest decline over 5 years

-45.83%

-46.81%

+0.98%

Max Drawdown (10Y)

Largest decline over 10 years

-45.83%

-61.02%

+15.19%

Current Drawdown

Current decline from peak

-26.27%

-32.57%

+6.30%

Average Drawdown

Average peak-to-trough decline

-14.32%

-25.48%

+11.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.92%

7.33%

+2.59%

Volatility

GEBN.SW vs. BAS.DE - Volatility Comparison

The current volatility for Geberit AG (GEBN.SW) is 5.82%, while BASF SE (BAS.DE) has a volatility of 6.97%. This indicates that GEBN.SW experiences smaller price fluctuations and is considered to be less risky than BAS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GEBN.SWBAS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.82%

6.97%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

15.67%

20.06%

-4.39%

Volatility (1Y)

Calculated over the trailing 1-year period

19.69%

26.34%

-6.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.50%

29.45%

-5.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.76%

28.47%

-6.71%

Dividends

GEBN.SW vs. BAS.DE - Dividend Comparison

GEBN.SW's dividend yield for the trailing twelve months is around 2.55%, less than BAS.DE's 4.43% yield.


PositionTTM20252024202320222021202020192018201720162015
BAS.DE
BASF SE
4.43%5.06%8.01%6.97%7.33%5.34%5.10%4.75%5.13%3.27%3.28%3.96%
GEBN.SW
Geberit AG
2.55%2.07%2.47%2.34%2.87%1.53%2.04%1.99%2.72%2.33%2.06%2.44%

Financials

GEBN.SW vs. BAS.DE - Financials Comparison

This section allows you to compare key financial metrics between Geberit AG and BASF SE. 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. GEBN.SW values in CHF, BAS.DE values in EUR

Frequently Asked Questions


GEBN.SW and BAS.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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