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HEN.DE vs. ILKAY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HEN.DE vs. ILKAY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Henkel AG & Co. KGaA (HEN.DE) and Iluka Resources Ltd ADR (ILKAY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HEN.DE is traded in EUR, while ILKAY is traded in USD. To make them comparable, the ILKAY values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, HEN.DE achieves a -2.48% return, which is significantly lower than ILKAY's 54.82% return. Over the past 10 years, HEN.DE has underperformed ILKAY with an annualized return of -1.46%, while ILKAY has yielded a comparatively higher 11.33% annualized return.


HEN.DE

1D
-1.13%
1M
5.88%
YTD
-2.48%
6M
-1.34%
1Y
-0.80%
3Y*
-0.18%
5Y*
-2.70%
10Y*
-1.46%

ILKAY

1D
-3.00%
1M
-0.14%
YTD
54.82%
6M
29.20%
1Y
137.68%
3Y*
-10.26%
5Y*
1.14%
10Y*
11.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEN.DE vs. ILKAY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEN.DE
Henkel AG & Co. KGaA
-2.48%-9.72%17.71%10.83%-9.55%-10.96%-1.23%0.16%-12.72%2.56%
ILKAY
Iluka Resources Ltd ADR
54.82%5.10%-22.10%-32.75%-3.07%96.86%14.38%8.33%-13.62%26.34%

Correlation

The correlation between HEN.DE and ILKAY is -0.01, 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

-0.01

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

-0.02

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

0.02

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

0.01

Correlation (All Time)
Calculated using the full available price history since Feb 7, 2011

0.04

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Return for Risk

HEN.DE vs. ILKAY — Risk / Return Rank

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

HEN.DE
HEN.DE Risk / Return Rank: 3636
Overall Rank
HEN.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HEN.DE Sortino Ratio Rank: 3232
Sortino Ratio Rank
HEN.DE Omega Ratio Rank: 3232
Omega Ratio Rank
HEN.DE Calmar Ratio Rank: 3939
Calmar Ratio Rank
HEN.DE Martin Ratio Rank: 3939
Martin Ratio Rank

ILKAY
ILKAY Risk / Return Rank: 8383
Overall Rank
ILKAY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ILKAY Sortino Ratio Rank: 8282
Sortino Ratio Rank
ILKAY Omega Ratio Rank: 8282
Omega Ratio Rank
ILKAY Calmar Ratio Rank: 8484
Calmar Ratio Rank
ILKAY Martin Ratio Rank: 7979
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.

HEN.DE vs. ILKAY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Henkel AG & Co. KGaA (HEN.DE) and Iluka Resources Ltd ADR (ILKAY). 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.


HEN.DEILKAYDifference
Sharpe ratioReturn per unit of total volatility

-1.86

Sortino ratioReturn per unit of downside risk

-2.32

Omega ratioGain probability vs. loss probability

1.01

1.31

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.04

3.08

-3.12

Martin ratioReturn relative to average drawdown

-0.08

5.96

-6.04

HEN.DE vs. ILKAY - Sharpe Ratio Comparison

The current HEN.DE Sharpe Ratio is -0.04, which is lower than the ILKAY Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of HEN.DE and ILKAY, 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


HEN.DEILKAYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.04

1.82

-1.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

0.02

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

0.22

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.09

+0.21

Drawdowns

HEN.DE vs. ILKAY - Drawdown Comparison

The maximum HEN.DE drawdown since its inception was -55.97%, smaller than the maximum ILKAY drawdown of -79.08%. Use the drawdown chart below to compare losses from any high point for HEN.DE and ILKAY.


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Drawdown Indicators


HEN.DEILKAYDifference

Max Drawdown

Largest peak-to-trough decline

-55.97%

-79.08%

+23.11%

Max Drawdown (1Y)

Largest decline over 1 year

-22.35%

-44.95%

+22.60%

Max Drawdown (3Y)

Largest decline over 3 years

-22.75%

-77.48%

+54.73%

Max Drawdown (5Y)

Largest decline over 5 years

-28.55%

-79.08%

+50.53%

Max Drawdown (10Y)

Largest decline over 10 years

-49.66%

-79.08%

+29.42%

Current Drawdown

Current decline from peak

-29.76%

-35.62%

+5.86%

Average Drawdown

Average peak-to-trough decline

-17.52%

-43.65%

+26.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.72%

23.20%

-13.48%

Volatility

HEN.DE vs. ILKAY - Volatility Comparison

The current volatility for Henkel AG & Co. KGaA (HEN.DE) is 6.90%, while Iluka Resources Ltd ADR (ILKAY) has a volatility of 15.94%. This indicates that HEN.DE experiences smaller price fluctuations and is considered to be less risky than ILKAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HEN.DEILKAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

15.94%

-9.04%

Volatility (6M)

Calculated over the trailing 6-month period

15.12%

46.08%

-30.96%

Volatility (1Y)

Calculated over the trailing 1-year period

17.93%

76.42%

-58.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.40%

54.49%

-36.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.79%

51.56%

-31.77%

Dividends

HEN.DE vs. ILKAY - Dividend Comparison

HEN.DE's dividend yield for the trailing twelve months is around 3.35%, more than ILKAY's 0.60% yield.


PositionTTM20252024202320222021202020192018201720162015
HEN.DE
Henkel AG & Co. KGaA
3.35%3.11%2.46%2.82%3.04%2.66%4.64%2.18%2.06%1.60%1.46%1.46%
ILKAY
Iluka Resources Ltd ADR
0.60%1.03%1.68%3.58%7.39%1.33%73.30%2.45%4.10%0.55%9.11%2.95%

Financials

HEN.DE vs. ILKAY - Financials Comparison

This section allows you to compare key financial metrics between Henkel AG & Co. KGaA and Iluka Resources Ltd ADR. 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. HEN.DE values in EUR, ILKAY values in USD

Frequently Asked Questions


HEN.DE and ILKAY have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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