KNEBV.HE vs. EPR

Last updated Jun 4, 2026

KNEBV.HE (KONE Oyj) and EPR (EPR Properties) are both stocks. KNEBV.HE operates in Specialty Industrial Machinery (Industrials), while EPR operates in REIT - Retail (Real Estate). Over the past 10 years, KNEBV.HE returned 5.23%/yr vs 3.32%/yr for EPR. At a 0.16 correlation, their price movements are largely independent.

Performance

KNEBV.HE vs. EPR - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in KONE Oyj (KNEBV.HE) and EPR Properties (EPR). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

KNEBV.HE is traded in EUR, while EPR is traded in USD. To make them comparable, the EPR values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, KNEBV.HE achieves a -13.49% return, which is significantly lower than EPR's 17.45% return. Over the past 10 years, KNEBV.HE has outperformed EPR with an annualized return of 5.23%, while EPR has yielded a comparatively lower 3.32% annualized return.

KNEBV.HE

• 1D: 0.12%
• 1M: -2.27%
• YTD: -13.49%
• 6M: -12.22%
• 1Y: -3.45%
• 3Y*: 3.21%
• 5Y*: -2.59%
• 10Y*: 5.23%

EPR

• 1D: 0.00%
• 1M: 3.25%
• YTD: 17.45%
• 6M: 11.70%
• 1Y: 4.61%
• 3Y*: 13.69%
• 5Y*: 10.01%
• 10Y*: 3.32%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KNEBV.HE vs. EPR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KNEBV.HE KONE Oyj	-13.49%	33.28%	8.26%	-3.05%	-22.86%	-4.44%	17.81%	45.30%	-3.48%	9.20%
EPR EPR Properties	17.45%	6.22%	5.26%	34.66%	-9.32%	61.86%	-56.04%	19.77%	8.45%	-15.28%

Correlation

The correlation between KNEBV.HE and EPR is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.08
Correlation (10Y) Calculated over the trailing 10-year period	0.08
Correlation (All Time) Calculated using the full available price history since Aug 27, 2007	0.16

Return for Risk

KNEBV.HE vs. EPR — Risk / Return Rank

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

KNEBV.HE

KNEBV.HE Risk / Return Rank: 31
KNEBV.HE Sharpe Ratio Rank: 33
KNEBV.HE Sortino Ratio Rank: 28
KNEBV.HE Omega Ratio Rank: 27
KNEBV.HE Calmar Ratio Rank: 35
KNEBV.HE Martin Ratio Rank: 32

EPR

EPR Risk / Return Rank: 47
EPR Sharpe Ratio Rank: 51
EPR Sortino Ratio Rank: 43
EPR Omega Ratio Rank: 42
EPR Calmar Ratio Rank: 48
EPR Martin Ratio Rank: 48

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.

KNEBV.HE vs. EPR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KONE Oyj (KNEBV.HE) and EPR Properties (EPR). 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.

	KNEBV.HE	EPR	Difference
Sharpe ratio: Return per unit of total volatility	-0.18	0.20	-0.38
Sortino ratio: Return per unit of downside risk	-0.11	0.43	-0.54
Omega ratio: Gain probability vs. loss probability	0.99	1.05	-0.07
Calmar ratio: Return relative to maximum drawdown	-0.18	0.26	-0.43
Martin ratio: Return relative to average drawdown	-0.50	0.48	-0.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KNEBV.HE vs. EPR - Sharpe Ratio Comparison

The current KNEBV.HE Sharpe Ratio is -0.18, which is lower than the EPR Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of KNEBV.HE and EPR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	KNEBV.HE	EPR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.18	0.20	-0.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.11	0.39	-0.50
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.24	0.08	+0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.20	+0.39

Drawdowns

KNEBV.HE vs. EPR - Drawdown Comparison

The maximum KNEBV.HE drawdown since its inception was -52.71%, smaller than the maximum EPR drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for KNEBV.HE and EPR.

Drawdown Indicators

	KNEBV.HE	EPR	Difference
Max Drawdown Largest peak-to-trough decline	-52.71%	-81.66%	+28.95%
Max Drawdown (1Y) Largest decline over 1 year	-19.76%	-18.07%	-1.69%
Max Drawdown (3Y) Largest decline over 3 years	-24.92%	-22.11%	-2.81%
Max Drawdown (5Y) Largest decline over 5 years	-46.62%	-38.85%	-7.77%
Max Drawdown (10Y) Largest decline over 10 years	-48.95%	-81.66%	+32.71%
Current Drawdown Current decline from peak	-21.84%	-4.20%	-17.64%
Average Drawdown Average peak-to-trough decline	-12.63%	-19.09%	+6.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.89%	9.69%	-2.80%

Volatility

KNEBV.HE vs. EPR - Volatility Comparison

KONE Oyj (KNEBV.HE) has a higher volatility of 5.71% compared to EPR Properties (EPR) at 4.80%. This indicates that KNEBV.HE's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KNEBV.HE	EPR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.71%	4.80%	+0.91%
Volatility (6M) Calculated over the trailing 6-month period	16.25%	16.90%	-0.65%
Volatility (1Y) Calculated over the trailing 1-year period	19.55%	22.96%	-3.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.69%	25.90%	-2.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.21%	42.68%	-20.47%

Dividends

KNEBV.HE vs. EPR - Dividend Comparison

KNEBV.HE's dividend yield for the trailing twelve months is around 3.54%, less than EPR's 6.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPR EPR Properties	6.36%	7.05%	7.68%	6.81%	8.62%	3.16%	4.66%	6.37%	5.62%	6.23%	5.35%	6.21%
KNEBV.HE KONE Oyj	3.54%	2.97%	3.72%	3.88%	0.72%	0.79%	2.56%	2.83%	3.96%	3.46%	3.29%	3.06%

Financials

Frequently Asked Questions

Can I hold both KNEBV.HE and EPR in my portfolio?

KNEBV.HE and EPR have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.