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MSF.DE vs. EUNL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSF.DE vs. EUNL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Microsoft Corporation (MSF.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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, MSF.DE achieves a -10.06% return, which is significantly lower than EUNL.DE's 10.86% return. Over the past 10 years, MSF.DE has outperformed EUNL.DE with an annualized return of 24.52%, while EUNL.DE has yielded a comparatively lower 12.82% annualized return.


MSF.DE

1D
0.67%
1M
5.68%
YTD
-10.06%
6M
-9.40%
1Y
-8.36%
3Y*
6.21%
5Y*
13.21%
10Y*
24.52%

EUNL.DE

1D
0.02%
1M
4.80%
YTD
10.86%
6M
11.29%
1Y
23.80%
3Y*
17.55%
5Y*
12.89%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSF.DE vs. EUNL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSF.DE
Microsoft Corporation
-10.06%1.93%20.82%53.28%-25.50%66.54%29.95%61.98%25.81%21.87%
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
10.86%7.90%25.93%20.13%-13.59%32.71%5.48%31.34%-5.13%7.71%

Correlation

The correlation between MSF.DE and EUNL.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

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

0.58

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

0.65

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

0.67

Correlation (All Time)
Calculated using the full available price history since Oct 21, 2009

0.64

Over the past year, the correlation between MSF.DE and EUNL.DE has dropped to 0.43 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.

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Return for Risk

MSF.DE vs. EUNL.DE — Risk / Return Rank

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

MSF.DE
MSF.DE Risk / Return Rank: 2929
Overall Rank
MSF.DE Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
MSF.DE Sortino Ratio Rank: 2525
Sortino Ratio Rank
MSF.DE Omega Ratio Rank: 2424
Omega Ratio Rank
MSF.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
MSF.DE Martin Ratio Rank: 3333
Martin Ratio Rank

EUNL.DE
EUNL.DE Risk / Return Rank: 7070
Overall Rank
EUNL.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 7777
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.

MSF.DE vs. EUNL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSF.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


MSF.DEEUNL.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.44

Sortino ratioReturn per unit of downside risk

-3.23

Omega ratioGain probability vs. loss probability

0.97

1.40

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.25

3.64

-3.90

Martin ratioReturn relative to average drawdown

-0.50

14.52

-15.02

MSF.DE vs. EUNL.DE - Sharpe Ratio Comparison

The current MSF.DE Sharpe Ratio is -0.31, which is lower than the EUNL.DE Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of MSF.DE and EUNL.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


MSF.DEEUNL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.31

2.12

-2.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.90

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.00

0.84

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.82

-0.36

Drawdowns

MSF.DE vs. EUNL.DE - Drawdown Comparison

The maximum MSF.DE drawdown since its inception was -79.08%, which is greater than EUNL.DE's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for MSF.DE and EUNL.DE.


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Drawdown Indicators


MSF.DEEUNL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-79.08%

-33.63%

-45.45%

Max Drawdown (1Y)

Largest decline over 1 year

-33.02%

-6.50%

-26.52%

Max Drawdown (3Y)

Largest decline over 3 years

-33.02%

-21.73%

-11.29%

Max Drawdown (5Y)

Largest decline over 5 years

-33.02%

-21.73%

-11.29%

Max Drawdown (10Y)

Largest decline over 10 years

-33.02%

-33.63%

+0.61%

Current Drawdown

Current decline from peak

-20.49%

-0.31%

-20.18%

Average Drawdown

Average peak-to-trough decline

-32.93%

-4.25%

-28.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.65%

1.64%

+15.01%

Volatility

MSF.DE vs. EUNL.DE - Volatility Comparison

Microsoft Corporation (MSF.DE) has a higher volatility of 11.02% compared to iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) at 2.62%. This indicates that MSF.DE's price experiences larger fluctuations and is considered to be riskier than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSF.DEEUNL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.02%

2.62%

+8.40%

Volatility (6M)

Calculated over the trailing 6-month period

23.79%

7.72%

+16.07%

Volatility (1Y)

Calculated over the trailing 1-year period

26.59%

11.16%

+15.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.28%

14.17%

+11.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.38%

15.17%

+9.21%

Dividends

MSF.DE vs. EUNL.DE - Dividend Comparison

MSF.DE's dividend yield for the trailing twelve months is around 0.71%, while EUNL.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSF.DE
Microsoft Corporation
0.71%0.63%0.60%0.65%0.92%0.55%0.87%1.02%1.42%1.69%1.90%1.93%

Frequently Asked Questions


MSF.DE and EUNL.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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