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LFVN vs. UCBJY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LFVN vs. UCBJY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeVantage Corporation (LFVN) and UCB SA ADR (UCBJY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LFVN achieves a 76.52% return, which is significantly higher than UCBJY's 8.13% return. Over the past 10 years, LFVN has underperformed UCBJY with an annualized return of -1.37%, while UCBJY has yielded a comparatively higher 16.39% annualized return.


LFVN

1D
7.32%
1M
101.66%
YTD
76.52%
6M
64.50%
1Y
-12.25%
3Y*
34.49%
5Y*
8.40%
10Y*
-1.37%

UCBJY

1D
0.41%
1M
8.65%
YTD
8.13%
6M
4.81%
1Y
63.21%
3Y*
49.75%
5Y*
26.47%
10Y*
16.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LFVN vs. UCBJY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LFVN
LifeVantage Corporation
76.52%-64.29%197.21%74.03%-39.78%-32.19%-40.29%18.35%177.10%-41.60%
UCBJY
UCB SA ADR
8.13%42.69%129.19%12.67%-30.04%6.90%34.46%-1.59%9.33%21.37%

Correlation

The correlation between LFVN and UCBJY is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2009

0.05

Fundamentals

Market Cap

LFVN:

$135.46M

UCBJY:

$58.31B

EPS

LFVN:

$0.45

UCBJY:

$6.73

PE Ratio

LFVN:

23.94

UCBJY:

22.30

PEG Ratio

LFVN:

0.59

UCBJY:

0.50

PS Ratio

LFVN:

0.71

UCBJY:

4.21

PB Ratio

LFVN:

4.06

UCBJY:

5.37

Total Revenue (TTM)

LFVN:

$195.32M

UCBJY:

$13.86B

Gross Profit (TTM)

LFVN:

$152.62M

UCBJY:

$10.00B

EBITDA (TTM)

LFVN:

$8.69M

UCBJY:

$4.56B

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Return for Risk

LFVN vs. UCBJY — Risk / Return Rank

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

LFVN
LFVN Risk / Return Rank: 3737
Overall Rank
LFVN Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
LFVN Sortino Ratio Rank: 3737
Sortino Ratio Rank
LFVN Omega Ratio Rank: 3636
Omega Ratio Rank
LFVN Calmar Ratio Rank: 3737
Calmar Ratio Rank
LFVN Martin Ratio Rank: 3838
Martin Ratio Rank

UCBJY
UCBJY Risk / Return Rank: 8484
Overall Rank
UCBJY Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
UCBJY Sortino Ratio Rank: 8484
Sortino Ratio Rank
UCBJY Omega Ratio Rank: 8585
Omega Ratio Rank
UCBJY Calmar Ratio Rank: 8383
Calmar Ratio Rank
UCBJY 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.

LFVN vs. UCBJY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeVantage Corporation (LFVN) and UCB SA ADR (UCBJY). 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.


LFVNUCBJYDifference
Sharpe ratioReturn per unit of total volatility

-2.00

Sortino ratioReturn per unit of downside risk

-2.29

Omega ratioGain probability vs. loss probability

1.03

1.34

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.17

2.92

-3.09

Martin ratioReturn relative to average drawdown

-0.25

7.25

-7.50

LFVN vs. UCBJY - Sharpe Ratio Comparison

The current LFVN Sharpe Ratio is -0.17, which is lower than the UCBJY Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of LFVN and UCBJY, 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


LFVNUCBJYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.17

1.83

-2.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.88

-0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.02

0.54

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

0.57

-0.60

Drawdowns

LFVN vs. UCBJY - Drawdown Comparison

The maximum LFVN drawdown since its inception was -99.57%, which is greater than UCBJY's maximum drawdown of -50.32%. Use the drawdown chart below to compare losses from any high point for LFVN and UCBJY.


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Drawdown Indicators


LFVNUCBJYDifference

Max Drawdown

Largest peak-to-trough decline

-99.57%

-50.32%

-49.25%

Max Drawdown (1Y)

Largest decline over 1 year

-71.73%

-21.77%

-49.96%

Max Drawdown (3Y)

Largest decline over 3 years

-83.90%

-28.58%

-55.32%

Max Drawdown (5Y)

Largest decline over 5 years

-83.90%

-46.82%

-37.08%

Max Drawdown (10Y)

Largest decline over 10 years

-83.90%

-50.32%

-33.58%

Current Drawdown

Current decline from peak

-89.02%

-10.15%

-78.87%

Average Drawdown

Average peak-to-trough decline

-89.58%

-13.15%

-76.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

48.48%

8.75%

+39.73%

Volatility

LFVN vs. UCBJY - Volatility Comparison

LifeVantage Corporation (LFVN) has a higher volatility of 35.26% compared to UCB SA ADR (UCBJY) at 7.48%. This indicates that LFVN's price experiences larger fluctuations and is considered to be riskier than UCBJY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LFVNUCBJYDifference

Volatility (1M)

Calculated over the trailing 1-month period

35.26%

7.48%

+27.78%

Volatility (6M)

Calculated over the trailing 6-month period

58.94%

23.81%

+35.13%

Volatility (1Y)

Calculated over the trailing 1-year period

71.04%

34.79%

+36.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.91%

30.19%

+34.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.39%

30.62%

+30.77%

Dividends

LFVN vs. UCBJY - Dividend Comparison

LFVN's dividend yield for the trailing twelve months is around 1.73%, more than UCBJY's 0.57% yield.


PositionTTM2025202420232022202120202019201820172016
LFVN
LifeVantage Corporation
1.73%2.84%0.88%8.33%2.42%0.00%0.00%0.00%0.00%0.00%0.00%
UCBJY
UCB SA ADR
0.57%0.57%0.73%1.67%1.79%0.86%0.78%1.06%1.10%2.71%3.21%

Financials

LFVN vs. UCBJY - Financials Comparison

This section allows you to compare key financial metrics between LifeVantage Corporation and UCB SA ADR. 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


0.001.00B2.00B3.00B4.00B20222023202420252026
43.72M
4.22B
(LFVN) Total Revenue
(UCBJY) Total Revenue
Values in USD except per share items

LFVN vs. UCBJY - Profitability Comparison

The chart below illustrates the profitability comparison between LifeVantage Corporation and UCB SA ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

65.0%70.0%75.0%80.0%20222023202420252026
79.0%
71.9%
Portfolio components
LFVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LifeVantage Corporation reported a gross profit of 34.54M and revenue of 43.72M. Therefore, the gross margin over that period was 79.0%.

UCBJY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a gross profit of 3.04B and revenue of 4.22B. Therefore, the gross margin over that period was 71.9%.

LFVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LifeVantage Corporation reported an operating income of 1.68M and revenue of 43.72M, resulting in an operating margin of 3.8%.

UCBJY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported an operating income of 1.28B and revenue of 4.22B, resulting in an operating margin of 30.3%.

LFVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LifeVantage Corporation reported a net income of 1.36M and revenue of 43.72M, resulting in a net margin of 3.1%.

UCBJY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a net income of 1.07B and revenue of 4.22B, resulting in a net margin of 25.5%.


Frequently Asked Questions


LFVN and UCBJY 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.

LFVN has higher volatility (35.26%) compared to UCBJY (7.48%). In terms of maximum drawdown, LFVN dropped -99.57% vs UCBJY's -50.32%.

UCBJY currently has the higher Sharpe Ratio (1.83 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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