HOLN.SW vs. NOVN.SW
Compare and contrast key facts about Holcim AG (HOLN.SW) and Novartis AG (NOVN.SW).
Performance
HOLN.SW vs. NOVN.SW - Performance Comparison
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HOLN.SW vs. NOVN.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HOLN.SW Holcim AG | -16.51% | 80.88% | 37.03% | 43.86% | 7.91% | -0.89% | -4.36% | 48.64% | -23.52% | 6.14% |
NOVN.SW Novartis AG | 13.63% | 27.98% | 8.44% | 11.93% | 8.75% | -0.11% | -5.39% | 28.50% | 6.51% | 16.04% |
Returns By Period
In the year-to-date period, HOLN.SW achieves a -16.51% return, which is significantly lower than NOVN.SW's 13.63% return. Over the past 10 years, HOLN.SW has outperformed NOVN.SW with an annualized return of 16.15%, while NOVN.SW has yielded a comparatively lower 12.04% annualized return.
HOLN.SW
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -16.51%
- 6M
- -3.59%
- 1Y
- 39.61%
- 3Y*
- 34.26%
- 5Y*
- 22.76%
- 10Y*
- 16.15%
NOVN.SW
- 1D
- 0.87%
- 1M
- -4.57%
- YTD
- 13.63%
- 6M
- 24.39%
- 1Y
- 27.29%
- 3Y*
- 19.02%
- 5Y*
- 13.69%
- 10Y*
- 12.04%
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Return for Risk
HOLN.SW vs. NOVN.SW — Risk / Return Rank
HOLN.SW
NOVN.SW
HOLN.SW vs. NOVN.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Holcim AG (HOLN.SW) and Novartis AG (NOVN.SW). 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.
| HOLN.SW | NOVN.SW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.35 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.71 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.76 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.03 | 6.41 | -2.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HOLN.SW | NOVN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.35 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.78 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.49 | -0.21 |
Correlation
The correlation between HOLN.SW and NOVN.SW is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HOLN.SW vs. NOVN.SW - Dividend Comparison
HOLN.SW's dividend yield for the trailing twelve months is around 2.43%, less than NOVN.SW's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOLN.SW Holcim AG | 2.43% | 2.03% | 3.21% | 3.79% | 4.59% | 4.30% | 4.11% | 11.05% | 4.94% | 3.64% | 2.80% | 7.43% |
NOVN.SW Novartis AG | 3.06% | 3.19% | 3.72% | 3.77% | 3.91% | 3.94% | 3.72% | 3.27% | 3.98% | 3.98% | 4.35% | 3.58% |
Drawdowns
HOLN.SW vs. NOVN.SW - Drawdown Comparison
The maximum HOLN.SW drawdown since its inception was -76.45%, which is greater than NOVN.SW's maximum drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for HOLN.SW and NOVN.SW.
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Drawdown Indicators
| HOLN.SW | NOVN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.45% | -42.25% | -34.20% |
Max Drawdown (1Y)Largest decline over 1 year | -24.70% | -15.71% | -8.99% |
Max Drawdown (5Y)Largest decline over 5 years | -27.64% | -16.86% | -10.78% |
Max Drawdown (10Y)Largest decline over 10 years | -46.18% | -24.11% | -22.07% |
Current DrawdownCurrent decline from peak | -20.93% | -4.57% | -16.36% |
Average DrawdownAverage peak-to-trough decline | -23.78% | -11.42% | -12.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 4.37% | +3.35% |
Volatility
HOLN.SW vs. NOVN.SW - Volatility Comparison
Holcim AG (HOLN.SW) has a higher volatility of 8.87% compared to Novartis AG (NOVN.SW) at 5.96%. This indicates that HOLN.SW's price experiences larger fluctuations and is considered to be riskier than NOVN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HOLN.SW | NOVN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.87% | 5.96% | +2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 21.12% | 13.27% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.70% | 20.53% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.89% | 17.51% | +6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.56% | 18.16% | +7.40% |
Financials
HOLN.SW vs. NOVN.SW - Financials Comparison
This section allows you to compare key financial metrics between Holcim AG and Novartis AG. 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