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KSB3.DE vs. CVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KSB3.DE vs. CVX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in KSB SE & Co. KGaA (KSB3.DE) and Chevron Corporation (CVX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

KSB3.DE is traded in EUR, while CVX is traded in USD. To make them comparable, the CVX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, KSB3.DE achieves a -13.44% return, which is significantly lower than CVX's 27.37% return. Over the past 10 years, KSB3.DE has outperformed CVX with an annualized return of 13.13%, while CVX has yielded a comparatively lower 10.77% annualized return.


KSB3.DE

1D
-0.99%
1M
-14.51%
YTD
-13.44%
6M
-12.16%
1Y
6.86%
3Y*
22.91%
5Y*
22.23%
10Y*
13.13%

CVX

1D
-0.86%
1M
-0.67%
YTD
27.37%
6M
26.39%
1Y
40.46%
3Y*
8.22%
5Y*
17.43%
10Y*
10.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KSB3.DE vs. CVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KSB3.DE
KSB SE & Co. KGaA
-13.44%65.31%7.68%81.13%-5.95%65.07%-23.70%16.55%-44.60%44.92%
CVX
Chevron Corporation
27.37%-2.96%7.97%-16.22%68.28%57.18%-32.06%17.88%-5.51%-3.00%

Correlation

The correlation between KSB3.DE and CVX is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.15

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

0.05

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2007

0.09

The correlation between KSB3.DE and CVX shifts across timeframes, from -0.15 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

KSB3.DE vs. CVX — Risk / Return Rank

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

KSB3.DE
KSB3.DE Risk / Return Rank: 4545
Overall Rank
KSB3.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
KSB3.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
KSB3.DE Omega Ratio Rank: 4343
Omega Ratio Rank
KSB3.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
KSB3.DE Martin Ratio Rank: 4747
Martin Ratio Rank

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

KSB3.DE vs. CVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KSB SE & Co. KGaA (KSB3.DE) and Chevron Corporation (CVX). 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.


KSB3.DECVXDifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-1.82

Omega ratioGain probability vs. loss probability

1.07

1.30

-0.23

Calmar ratioReturn relative to maximum drawdown

0.19

2.51

-2.32

Martin ratioReturn relative to average drawdown

0.54

6.65

-6.11

KSB3.DE vs. CVX - Sharpe Ratio Comparison

The current KSB3.DE Sharpe Ratio is 0.18, which is lower than the CVX Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of KSB3.DE and CVX, 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


KSB3.DECVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.18

1.73

-1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.68

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.36

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.33

-0.12

Drawdowns

KSB3.DE vs. CVX - Drawdown Comparison

The maximum KSB3.DE drawdown since its inception was -76.10%, which is greater than CVX's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for KSB3.DE and CVX.


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Drawdown Indicators


KSB3.DECVXDifference

Max Drawdown

Largest peak-to-trough decline

-76.10%

-54.63%

-21.47%

Max Drawdown (1Y)

Largest decline over 1 year

-35.72%

-16.17%

-19.55%

Max Drawdown (3Y)

Largest decline over 3 years

-35.72%

-25.72%

-10.00%

Max Drawdown (5Y)

Largest decline over 5 years

-35.72%

-30.93%

-4.79%

Max Drawdown (10Y)

Largest decline over 10 years

-62.77%

-54.63%

-8.14%

Current Drawdown

Current decline from peak

-33.40%

-10.97%

-22.43%

Average Drawdown

Average peak-to-trough decline

-35.09%

-11.69%

-23.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.65%

6.10%

+6.55%

Volatility

KSB3.DE vs. CVX - Volatility Comparison

KSB SE & Co. KGaA (KSB3.DE) has a higher volatility of 12.16% compared to Chevron Corporation (CVX) at 9.05%. This indicates that KSB3.DE's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KSB3.DECVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.16%

9.05%

+3.11%

Volatility (6M)

Calculated over the trailing 6-month period

34.44%

19.06%

+15.38%

Volatility (1Y)

Calculated over the trailing 1-year period

38.86%

23.64%

+15.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.08%

25.95%

+5.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.93%

29.77%

+1.16%

Dividends

KSB3.DE vs. CVX - Dividend Comparison

KSB3.DE's dividend yield for the trailing twelve months is around 3.33%, less than CVX's 3.71% yield.


PositionTTM20252024202320222021202020192018201720162015
CVX
Chevron Corporation
3.71%4.49%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%
KSB3.DE
KSB SE & Co. KGaA
3.33%2.79%4.38%3.40%3.66%1.16%3.88%2.18%4.70%1.13%1.62%2.36%

Financials

KSB3.DE vs. CVX - Financials Comparison

This section allows you to compare key financial metrics between KSB SE & Co. KGaA and Chevron Corporation. 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. KSB3.DE values in EUR, CVX values in USD

Frequently Asked Questions


KSB3.DE and CVX have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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