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HEN3.DE vs. HEN.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HEN3.DE vs. HEN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Henkel AG & Co. KGaA (HEN3.DE) and Henkel AG & Co. KGaA (HEN.DE). The values are adjusted to include any dividend payments, if applicable.

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HEN3.DE vs. HEN.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEN3.DE
Henkel AG & Co. KGaA
-4.97%-15.34%19.23%14.92%-5.71%-21.46%4.79%-1.34%-12.08%-1.26%
HEN.DE
Henkel AG & Co. KGaA
-4.69%-9.72%17.71%10.83%-9.55%-10.96%-1.23%0.16%-12.72%2.56%

Returns By Period

In the year-to-date period, HEN3.DE achieves a -4.97% return, which is significantly lower than HEN.DE's -4.69% return. Over the past 10 years, HEN3.DE has underperformed HEN.DE with an annualized return of -1.29%, while HEN.DE has yielded a comparatively higher -0.61% annualized return.


HEN3.DE

1D
-0.27%
1M
-18.19%
YTD
-4.97%
6M
-4.17%
1Y
-7.16%
3Y*
-0.18%
5Y*
-4.57%
10Y*
-1.29%

HEN.DE

1D
0.24%
1M
-16.73%
YTD
-4.69%
6M
-1.67%
1Y
-3.59%
3Y*
0.31%
5Y*
-3.31%
10Y*
-0.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HEN3.DE vs. HEN.DE — Risk / Return Rank

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

HEN3.DE
HEN3.DE Risk / Return Rank: 2424
Overall Rank
HEN3.DE Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
HEN3.DE Sortino Ratio Rank: 2020
Sortino Ratio Rank
HEN3.DE Omega Ratio Rank: 2020
Omega Ratio Rank
HEN3.DE Calmar Ratio Rank: 3131
Calmar Ratio Rank
HEN3.DE Martin Ratio Rank: 2525
Martin Ratio Rank

HEN.DE
HEN.DE Risk / Return Rank: 3030
Overall Rank
HEN.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
HEN.DE Sortino Ratio Rank: 2525
Sortino Ratio Rank
HEN.DE Omega Ratio Rank: 2525
Omega Ratio Rank
HEN.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
HEN.DE Martin Ratio Rank: 3333
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.

HEN3.DE vs. HEN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Henkel AG & Co. KGaA (HEN3.DE) and Henkel AG & Co. KGaA (HEN.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.


HEN3.DEHEN.DEDifference

Sharpe ratio

Return per unit of total volatility

-0.39

-0.20

-0.19

Sortino ratio

Return per unit of downside risk

-0.42

-0.15

-0.27

Omega ratio

Gain probability vs. loss probability

0.95

0.98

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.31

-0.15

-0.16

Martin ratio

Return relative to average drawdown

-0.91

-0.48

-0.43

HEN3.DE vs. HEN.DE - Sharpe Ratio Comparison

The current HEN3.DE Sharpe Ratio is -0.39, which is lower than the HEN.DE Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of HEN3.DE and HEN.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.


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Sharpe Ratios by Period


HEN3.DEHEN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.39

-0.20

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

-0.18

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

-0.03

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.30

0.00

Correlation

The correlation between HEN3.DE and HEN.DE is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

HEN3.DE vs. HEN.DE - Dividend Comparison

HEN3.DE's dividend yield for the trailing twelve months is around 3.09%, less than HEN.DE's 3.26% yield.


TTM20252024202320222021202020192018201720162015
HEN3.DE
Henkel AG & Co. KGaA
3.09%2.93%2.18%2.54%2.85%2.60%4.01%2.01%1.88%1.47%1.30%1.27%
HEN.DE
Henkel AG & Co. KGaA
3.26%3.11%2.46%2.82%3.04%2.66%4.64%2.18%2.06%1.60%1.46%1.46%

Drawdowns

HEN3.DE vs. HEN.DE - Drawdown Comparison

The maximum HEN3.DE drawdown since its inception was -56.29%, roughly equal to the maximum HEN.DE drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for HEN3.DE and HEN.DE.


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Drawdown Indicators


HEN3.DEHEN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-56.29%

-55.97%

-0.32%

Max Drawdown (1Y)

Largest decline over 1 year

-21.27%

-19.84%

-1.43%

Max Drawdown (5Y)

Largest decline over 5 years

-39.07%

-30.24%

-8.83%

Max Drawdown (10Y)

Largest decline over 10 years

-49.00%

-49.66%

+0.66%

Current Drawdown

Current decline from peak

-36.47%

-31.35%

-5.12%

Average Drawdown

Average peak-to-trough decline

-18.80%

-17.44%

-1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.24%

6.15%

+1.09%

Volatility

HEN3.DE vs. HEN.DE - Volatility Comparison

Henkel AG & Co. KGaA (HEN3.DE) has a higher volatility of 6.03% compared to Henkel AG & Co. KGaA (HEN.DE) at 5.72%. This indicates that HEN3.DE's price experiences larger fluctuations and is considered to be riskier than HEN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HEN3.DEHEN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

5.72%

+0.31%

Volatility (6M)

Calculated over the trailing 6-month period

13.34%

12.73%

+0.61%

Volatility (1Y)

Calculated over the trailing 1-year period

18.30%

17.79%

+0.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.14%

18.04%

+1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.67%

19.66%

+0.01%

Financials

HEN3.DE vs. HEN.DE - Financials Comparison

This section allows you to compare key financial metrics between Henkel AG & Co. KGaA and Henkel AG & 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