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LONN.SW vs. SCHN.SW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LONN.SW vs. SCHN.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Lonza Group AG (LONN.SW) and Schindler Holding AG (SCHN.SW). The values are adjusted to include any dividend payments, if applicable.

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LONN.SW vs. SCHN.SW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LONN.SW
Lonza Group AG
-4.43%1.08%52.64%-21.46%-40.18%34.60%62.08%39.91%-2.25%63.54%
SCHN.SW
Schindler Holding AG
-8.49%16.25%24.60%22.17%-30.41%4.07%2.57%26.97%-11.80%25.25%

Returns By Period

In the year-to-date period, LONN.SW achieves a -4.43% return, which is significantly higher than SCHN.SW's -8.49% return. Over the past 10 years, LONN.SW has outperformed SCHN.SW with an annualized return of 14.09%, while SCHN.SW has yielded a comparatively lower 5.53% annualized return.


LONN.SW

1D
1.82%
1M
-3.06%
YTD
-4.43%
6M
-3.85%
1Y
-4.43%
3Y*
-1.40%
5Y*
-0.21%
10Y*
14.09%

SCHN.SW

1D
1.00%
1M
-8.32%
YTD
-8.49%
6M
-9.45%
1Y
-3.88%
3Y*
11.07%
5Y*
0.28%
10Y*
5.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LONN.SW vs. SCHN.SW — Risk / Return Rank

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

LONN.SW
LONN.SW Risk / Return Rank: 2828
Overall Rank
LONN.SW Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
LONN.SW Sortino Ratio Rank: 2626
Sortino Ratio Rank
LONN.SW Omega Ratio Rank: 2727
Omega Ratio Rank
LONN.SW Calmar Ratio Rank: 3030
Calmar Ratio Rank
LONN.SW Martin Ratio Rank: 2727
Martin Ratio Rank

SCHN.SW
SCHN.SW Risk / Return Rank: 3030
Overall Rank
SCHN.SW Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SCHN.SW Sortino Ratio Rank: 2626
Sortino Ratio Rank
SCHN.SW Omega Ratio Rank: 2626
Omega Ratio Rank
SCHN.SW Calmar Ratio Rank: 3434
Calmar Ratio Rank
SCHN.SW Martin Ratio Rank: 3131
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.

LONN.SW vs. SCHN.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lonza Group AG (LONN.SW) and Schindler Holding AG (SCHN.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.


LONN.SWSCHN.SWDifference

Sharpe ratio

Return per unit of total volatility

-0.19

-0.19

-0.01

Sortino ratio

Return per unit of downside risk

-0.12

-0.11

-0.01

Omega ratio

Gain probability vs. loss probability

0.99

0.98

0.00

Calmar ratio

Return relative to maximum drawdown

-0.34

-0.23

-0.11

Martin ratio

Return relative to average drawdown

-0.82

-0.59

-0.23

LONN.SW vs. SCHN.SW - Sharpe Ratio Comparison

The current LONN.SW Sharpe Ratio is -0.19, which is comparable to the SCHN.SW Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of LONN.SW and SCHN.SW, 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


LONN.SWSCHN.SWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.19

-0.19

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.01

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.26

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.42

-0.05

Correlation

The correlation between LONN.SW and SCHN.SW is 0.31, 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

LONN.SW vs. SCHN.SW - Dividend Comparison

LONN.SW's dividend yield for the trailing twelve months is around 0.78%, less than SCHN.SW's 2.39% yield.


TTM20252024202320222021202020192018201720162015
LONN.SW
Lonza Group AG
0.78%0.74%0.75%0.99%0.66%0.39%0.48%0.78%1.08%1.04%1.42%1.53%
SCHN.SW
Schindler Holding AG
2.39%2.13%0.40%2.01%2.40%1.64%1.68%1.69%2.10%0.91%1.52%1.30%

Drawdowns

LONN.SW vs. SCHN.SW - Drawdown Comparison

The maximum LONN.SW drawdown since its inception was -76.67%, which is greater than SCHN.SW's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for LONN.SW and SCHN.SW.


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Drawdown Indicators


LONN.SWSCHN.SWDifference

Max Drawdown

Largest peak-to-trough decline

-76.67%

-49.15%

-27.52%

Max Drawdown (1Y)

Largest decline over 1 year

-21.65%

-16.67%

-4.98%

Max Drawdown (5Y)

Largest decline over 5 years

-59.84%

-49.15%

-10.69%

Max Drawdown (10Y)

Largest decline over 10 years

-59.84%

-49.15%

-10.69%

Current Drawdown

Current decline from peak

-32.75%

-14.13%

-18.62%

Average Drawdown

Average peak-to-trough decline

-24.15%

-11.28%

-12.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.06%

6.62%

+2.44%

Volatility

LONN.SW vs. SCHN.SW - Volatility Comparison

Lonza Group AG (LONN.SW) has a higher volatility of 6.59% compared to Schindler Holding AG (SCHN.SW) at 4.21%. This indicates that LONN.SW's price experiences larger fluctuations and is considered to be riskier than SCHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LONN.SWSCHN.SWDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.59%

4.21%

+2.38%

Volatility (6M)

Calculated over the trailing 6-month period

16.02%

14.65%

+1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

23.21%

21.10%

+2.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.51%

22.01%

+7.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.86%

21.15%

+6.71%

Financials

LONN.SW vs. SCHN.SW - Financials Comparison

This section allows you to compare key financial metrics between Lonza Group AG and Schindler Holding 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in CHF except per share items