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JNJ.DE vs. FRE.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

JNJ.DE vs. FRE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Johnson & Johnson (JNJ.DE) and Fresenius SE & Co. KGaA (FRE.DE). The values are adjusted to include any dividend payments, if applicable.

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JNJ.DE vs. FRE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JNJ.DE
Johnson & Johnson
20.84%30.54%0.74%-12.09%11.51%22.86%-1.21%19.77%-2.99%8.31%
FRE.DE
Fresenius SE & Co. KGaA
-11.02%49.50%19.49%10.62%-23.79%-4.64%-21.47%20.37%-34.16%-11.69%

Returns By Period

In the year-to-date period, JNJ.DE achieves a 20.84% return, which is significantly higher than FRE.DE's -11.02% return. Over the past 10 years, JNJ.DE has outperformed FRE.DE with an annualized return of 10.97%, while FRE.DE has yielded a comparatively lower -2.05% annualized return.


JNJ.DE

1D
0.64%
1M
0.64%
YTD
20.84%
6M
35.25%
1Y
51.72%
3Y*
16.89%
5Y*
11.60%
10Y*
10.97%

FRE.DE

1D
-0.84%
1M
-9.60%
YTD
-11.02%
6M
-7.30%
1Y
12.95%
3Y*
22.85%
5Y*
5.05%
10Y*
-2.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

JNJ.DE vs. FRE.DE — Risk / Return Rank

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

JNJ.DE
JNJ.DE Risk / Return Rank: 9595
Overall Rank
JNJ.DE Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
JNJ.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
JNJ.DE Omega Ratio Rank: 9494
Omega Ratio Rank
JNJ.DE Calmar Ratio Rank: 9595
Calmar Ratio Rank
JNJ.DE Martin Ratio Rank: 9595
Martin Ratio Rank

FRE.DE
FRE.DE Risk / Return Rank: 5555
Overall Rank
FRE.DE Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FRE.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
FRE.DE Omega Ratio Rank: 5050
Omega Ratio Rank
FRE.DE Calmar Ratio Rank: 5656
Calmar Ratio Rank
FRE.DE Martin Ratio Rank: 6161
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.

JNJ.DE vs. FRE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ.DE) and Fresenius SE & Co. KGaA (FRE.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.


JNJ.DEFRE.DEDifference

Sharpe ratio

Return per unit of total volatility

2.74

0.56

+2.19

Sortino ratio

Return per unit of downside risk

3.62

0.87

+2.75

Omega ratio

Gain probability vs. loss probability

1.49

1.11

+0.38

Calmar ratio

Return relative to maximum drawdown

6.16

0.75

+5.41

Martin ratio

Return relative to average drawdown

16.97

2.29

+14.68

JNJ.DE vs. FRE.DE - Sharpe Ratio Comparison

The current JNJ.DE Sharpe Ratio is 2.74, which is higher than the FRE.DE Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of JNJ.DE and FRE.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


JNJ.DEFRE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.74

0.56

+2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.20

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

-0.07

+0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.43

-0.06

Correlation

The correlation between JNJ.DE and FRE.DE is 0.19, 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

JNJ.DE vs. FRE.DE - Dividend Comparison

JNJ.DE's dividend yield for the trailing twelve months is around 1.83%, less than FRE.DE's 2.29% yield.


TTM20252024202320222021202020192018201720162015
JNJ.DE
Johnson & Johnson
1.83%2.24%2.83%2.66%2.22%2.49%2.41%2.23%2.34%2.14%2.22%2.40%
FRE.DE
Fresenius SE & Co. KGaA
2.29%2.04%0.00%3.28%3.50%2.49%4.44%1.59%1.77%0.95%0.74%0.58%

Drawdowns

JNJ.DE vs. FRE.DE - Drawdown Comparison

The maximum JNJ.DE drawdown since its inception was -49.53%, smaller than the maximum FRE.DE drawdown of -81.25%. Use the drawdown chart below to compare losses from any high point for JNJ.DE and FRE.DE.


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Drawdown Indicators


JNJ.DEFRE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-49.53%

-81.25%

+31.72%

Max Drawdown (1Y)

Largest decline over 1 year

-10.02%

-16.39%

+6.37%

Max Drawdown (5Y)

Largest decline over 5 years

-21.11%

-56.59%

+35.48%

Max Drawdown (10Y)

Largest decline over 10 years

-24.08%

-71.79%

+47.71%

Current Drawdown

Current decline from peak

-0.12%

-35.03%

+34.91%

Average Drawdown

Average peak-to-trough decline

-18.57%

-23.19%

+4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

5.39%

-2.42%

Volatility

JNJ.DE vs. FRE.DE - Volatility Comparison

The current volatility for Johnson & Johnson (JNJ.DE) is 5.44%, while Fresenius SE & Co. KGaA (FRE.DE) has a volatility of 7.18%. This indicates that JNJ.DE experiences smaller price fluctuations and is considered to be less risky than FRE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JNJ.DEFRE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.44%

7.18%

-1.74%

Volatility (6M)

Calculated over the trailing 6-month period

12.02%

16.96%

-4.94%

Volatility (1Y)

Calculated over the trailing 1-year period

18.87%

23.19%

-4.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.04%

25.25%

-8.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.18%

27.29%

-9.11%

Financials

JNJ.DE vs. FRE.DE - Financials Comparison

This section allows you to compare key financial metrics between Johnson & Johnson and Fresenius SE & 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