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MDO.DE vs. ERNX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MDO.DE vs. ERNX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in McDonald's Corporation (MDO.DE) and iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MDO.DE achieves a -8.83% return, which is significantly lower than ERNX.DE's 0.87% return.


MDO.DE

1D
-0.55%
1M
-2.26%
YTD
-8.83%
6M
-9.63%
1Y
-11.75%
3Y*
-2.16%
5Y*
6.64%
10Y*
10.79%

ERNX.DE

1D
0.04%
1M
0.26%
YTD
0.87%
6M
0.99%
1Y
2.18%
3Y*
3.33%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDO.DE vs. ERNX.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
MDO.DE
McDonald's Corporation
-8.83%-4.28%7.30%9.07%6.04%
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.87%2.69%4.04%3.34%0.10%

Correlation

The correlation between MDO.DE and ERNX.DE is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.04

Correlation (All Time)
Calculated using the full available price history since May 2, 2022

0.01

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Return for Risk

MDO.DE vs. ERNX.DE — Risk / Return Rank

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

MDO.DE
MDO.DE Risk / Return Rank: 1212
Overall Rank
MDO.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
MDO.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
MDO.DE Omega Ratio Rank: 1515
Omega Ratio Rank
MDO.DE Calmar Ratio Rank: 2020
Calmar Ratio Rank
MDO.DE Martin Ratio Rank: 33
Martin Ratio Rank

ERNX.DE
ERNX.DE Risk / Return Rank: 9494
Overall Rank
ERNX.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ERNX.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
ERNX.DE Omega Ratio Rank: 9494
Omega Ratio Rank
ERNX.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ERNX.DE Martin Ratio Rank: 9898
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.

MDO.DE vs. ERNX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MDO.DE) and iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.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.


MDO.DEERNX.DEDifference
Sharpe ratioReturn per unit of total volatility

-3.65

Sortino ratioReturn per unit of downside risk

-5.91

Omega ratioGain probability vs. loss probability

0.90

1.67

-0.77

Calmar ratioReturn relative to maximum drawdown

-0.61

10.99

-11.60

Martin ratioReturn relative to average drawdown

-1.67

54.93

-56.60

MDO.DE vs. ERNX.DE - Sharpe Ratio Comparison

The current MDO.DE Sharpe Ratio is -0.71, which is lower than the ERNX.DE Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of MDO.DE and ERNX.DE, 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


MDO.DEERNX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.71

2.94

-3.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

3.90

-3.47

Drawdowns

MDO.DE vs. ERNX.DE - Drawdown Comparison

The maximum MDO.DE drawdown since its inception was -75.40%, which is greater than ERNX.DE's maximum drawdown of -0.83%. Use the drawdown chart below to compare losses from any high point for MDO.DE and ERNX.DE.


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Drawdown Indicators


MDO.DEERNX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-75.40%

-0.83%

-74.57%

Max Drawdown (1Y)

Largest decline over 1 year

-19.06%

-0.20%

-18.86%

Max Drawdown (3Y)

Largest decline over 3 years

-20.52%

-0.20%

-20.32%

Max Drawdown (5Y)

Largest decline over 5 years

-20.52%

Max Drawdown (10Y)

Largest decline over 10 years

-38.61%

Current Drawdown

Current decline from peak

-18.56%

-0.00%

-18.56%

Average Drawdown

Average peak-to-trough decline

-14.86%

-0.09%

-14.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.02%

0.04%

+6.98%

Volatility

MDO.DE vs. ERNX.DE - Volatility Comparison

McDonald's Corporation (MDO.DE) has a higher volatility of 5.89% compared to iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating (ERNX.DE) at 0.17%. This indicates that MDO.DE's price experiences larger fluctuations and is considered to be riskier than ERNX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDO.DEERNX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.89%

0.17%

+5.72%

Volatility (6M)

Calculated over the trailing 6-month period

11.44%

0.56%

+10.88%

Volatility (1Y)

Calculated over the trailing 1-year period

16.41%

0.74%

+15.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.08%

0.68%

+16.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

0.68%

+18.96%

Dividends

MDO.DE vs. ERNX.DE - Dividend Comparison

MDO.DE's dividend yield for the trailing twelve months is around 2.68%, while ERNX.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ERNX.DE
iShares Euro Ultrashort Bond UCITS ETF EUR Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MDO.DE
McDonald's Corporation
2.68%2.35%2.08%2.01%1.95%1.90%2.50%2.30%2.34%2.28%2.67%2.69%

Frequently Asked Questions


MDO.DE and ERNX.DE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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